Copperwynd Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Copperwynd Financial’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
2019 Q3	–	Sell	-83,898	Closed	-$2.86M	–	114
2019 Q2	$2.86M	Sell	83,898 -14,019	-14%	-$472K	1.64%	17
2019 Q1	$3.26M	Buy	+97,917	New	+$3.2M	1.96%	18
2018 Q4	–	Sell	-94,777	Closed	-$3.43M	–	101
2018 Q3	$3.43M	Buy	94,777 +11,683	+14%	+$423K	2.08%	15
2018 Q2	$2.9M	Buy	+83,094	New	+$2.86M	2.04%	14

Other funds holding SPMD

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

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

RJA

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

WFPG

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Copperwynd Financial's SPMD Position: Q3 2019 in Review

Copperwynd Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2019, closing a stake of 83,898 shares — an estimated $2.86M sold.

Copperwynd Financial first reported a position in SPMD in Q2 2018 and held it in 4 quarters. The position peaked at $3.43M in Q3 2018. 218 funds tracked by Wall St. Rank hold SPMD as of Q3 2019.

Copperwynd Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2019 after selling out during the quarter.
Copperwynd Financial sold 83,898 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2019, an estimated $2.86M.
Copperwynd Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and held it in 4 quarters.
Copperwynd Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.43M in Q3 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2019.

Based on Copperwynd Financial's 13F filing for Q3 2019, filed 12 Nov 2019.