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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

Envestnet Asset Management

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

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

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

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