Churchill Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Churchill Management’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-55,547	Closed	-$1.85M	–	123
2019 Q1	$1.85M	Buy	55,547 +6,862	+14%	+$224K	0.05%	95
2018 Q4	$1.43M	Buy	48,685 +8,766	+22%	+$285K	0.06%	87
2018 Q3	$1.44M	Buy	39,919 +8,318	+26%	+$301K	0.03%	114
2018 Q2	$1.1M	Buy	31,601 +11,430	+57%	+$393K	0.03%	112
2018 Q1	$669K	Buy	20,171 +13,762	+215%	+$464K	0.02%	112
2017 Q4	$214K	Buy	+6,409	New	+$210K	﹤0.01%	122

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Churchill Management's SPMD Position: Q2 2019 in Review

Churchill Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2019, closing a stake of 55,547 shares — an estimated $1.85M sold.

Churchill Management first reported a position in SPMD in Q4 2017 and held it in 6 quarters. The position peaked at $1.85M in Q1 2019. 217 funds tracked by Wall St. Rank hold SPMD as of Q2 2019.

Churchill Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
Churchill Management sold 55,547 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2019, an estimated $1.85M.
Churchill Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 6 quarters.
Churchill Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.85M in Q1 2019.
217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2019.

Based on Churchill Management's 13F filing for Q2 2019, filed 10 Jul 2019.