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

Credit Suisse’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 Q1	–	Sell	-10,785	Closed	-$317K	–	4130
2018 Q4	$317K	Buy	+10,785	New	+$351K	﹤0.01%	3489
2018 Q3	–	Sell	-22,815	Closed	-$796K	–	3968
2018 Q2	$796K	Buy	+22,815	New	+$785K	﹤0.01%	3175

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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

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

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

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

Credit Suisse's SPMD Position: Q1 2019 in Review

Credit Suisse sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2019, closing a stake of 10,785 shares — an estimated $317K sold.

Credit Suisse first reported a position in SPMD in Q2 2018 and held it in 2 quarters. The position peaked at $796K in Q2 2018. 211 funds tracked by Wall St. Rank hold SPMD as of Q1 2019.

Credit Suisse reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2019 after selling out during the quarter.
Credit Suisse sold 10,785 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2019, an estimated $317K.
Credit Suisse first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and held it in 2 quarters.
Credit Suisse's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $796K in Q2 2018.
211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2019.

Based on Credit Suisse's 13F filing for Q1 2019, filed 14 May 2019.