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

Clearwater Capital 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
2018
Q2 		– Sell
-193
Closed -$6K – 500
2018
Q1 		$6K Buy
+193
New +$6.5K ﹤0.01% 524

Other funds holding SPMD

Creative Planning
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Clearwater Capital Advisors's SPMD Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2018, closing a stake of 193 shares — an estimated $6K sold.

Clearwater Capital Advisors first reported a position in SPMD in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 132 funds tracked by Wall St. Rank hold SPMD as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 193 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2018, an estimated $6K.
  • Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6K in Q1 2018.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.