Compass Financial Group (Florida)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Compass Financial Group (Florida)’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 Q4	–	Sell	-92,900	Closed	-$3.36M	–	22
2018 Q3	$3.36M	Buy	92,900 +2,240	+2%	+$81K	3.67%	9
2018 Q2	$3.16M	Buy	90,660 +3,509	+4%	+$121K	3.65%	9
2018 Q1	$2.89M	Buy	87,151 +3,211	+4%	+$108K	3.43%	9
2017 Q4	$2.8M	Buy	+83,940	New	+$2.75M	2.85%	10

Other funds holding SPMD

Creative Planning

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

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

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