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

Crescent Capital Consulting’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
-95
Closed -$4K – 544
2020
Q4 		$4K Buy
+95
New +$3.52K ﹤0.01% 382

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HI
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PI
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Morgan Stanley
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RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Crescent Capital Consulting's SPMD Position: Q1 2021 in Review

Crescent Capital Consulting sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 95 shares — an estimated $4K sold.

Crescent Capital Consulting first reported a position in SPMD in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

  • Crescent Capital Consulting reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 95 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $4K.
  • Crescent Capital Consulting first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 1 quarter.
  • Crescent Capital Consulting's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

Based on Crescent Capital Consulting's 13F filing for Q1 2021, filed 15 Apr 2021.