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

Condor Capital 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
2021 Q1	–	Sell	-5,532	Closed	-$223K	–	281
2020 Q4	$223K	Sell	5,532 -12,898	-70%	-$478K	0.03%	179
2020 Q3	$601K	Sell	18,430 -1,378	-7%	-$45.3K	0.09%	141
2020 Q2	$619K	Buy	19,808 +298	+2%	+$8.71K	0.1%	140
2020 Q1	$494K	Sell	19,510 -771	-4%	-$25.2K	0.09%	141
2019 Q4	$735K	Buy	20,281 +4	+0%	+$139	0.11%	140
2019 Q3	$687K	Buy	20,277 +1,295	+7%	+$43.6K	0.11%	142
2019 Q2	$647K	Buy	18,982 +3,132	+20%	+$105K	0.1%	143
2019 Q1	$528K	Buy	15,850 +1,919	+14%	+$62.7K	0.09%	147
2018 Q4	$410K	Buy	13,931 +3,058	+28%	+$99.6K	0.07%	158
2018 Q3	$393K	Buy	10,873 +4,654	+75%	+$168K	0.07%	145
2018 Q2	$217K	Buy	+6,219	New	+$214K	0.04%	163

Other funds holding SPMD

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

WFPG

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

Condor Capital Management's SPMD Position: Q1 2021 in Review

Condor Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 5,532 shares — an estimated $223K sold.

Condor Capital Management first reported a position in SPMD in Q2 2018 and held it in 11 quarters. The position peaked at $735K in Q4 2019. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

Condor Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
Condor Capital Management sold 5,532 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $223K.
Condor Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and held it in 11 quarters.
Condor Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $735K in Q4 2019.
309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

Based on Condor Capital Management's 13F filing for Q1 2021, filed 10 May 2021.