Clear Perspective Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$1.83M	Buy	36,861 +2,173	+6%	+$106K	0.56%	33
2021 Q3	$1.6M	Buy	34,688 +2,512	+8%	+$119K	0.55%	35
2021 Q2	$1.52M	Buy	32,176 +1,424	+5%	+$67.6K	0.53%	39
2021 Q1	$1.41M	Buy	+30,752	New	+$1.35M	0.55%	36
2020 Q2	–	Sell	-7,925	Closed	-$201K	–	127
2020 Q1	$201K	Sell	7,925 -4,387	-36%	-$143K	0.13%	108
2019 Q4	$446K	Sell	12,312 -13,734	-53%	-$479K	0.28%	86
2019 Q3	$885K	Buy	26,046 +12,237	+89%	+$412K	0.4%	55
2019 Q2	$470K	Sell	13,809 -158	-1%	-$5.32K	0.3%	83
2019 Q1	$466K	Sell	13,967 -10,190	-42%	-$333K	0.33%	81
2018 Q4	$711K	Sell	24,157 -10,019	-29%	-$326K	0.59%	50
2018 Q3	$1.24M	Buy	+34,176	New	+$1.24M	0.92%	28

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Clear Perspective Advisors's SPMD Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.3% in Q4 2021, buying an estimated $106K and bringing the position to 36,861 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #33.

Clear Perspective Advisors first reported a position in SPMD in Q3 2018 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

Clear Perspective Advisors held 36,861 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.83M as of Q4 2021.
Clear Perspective Advisors bought 2,173 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2021, an estimated $106K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.56% of Clear Perspective Advisors's portfolio in Q4 2021, its #33 holding.
Clear Perspective Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.