D. Scott Neal’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

D. Scott Neal’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 Q2	–	Sell	-9,144	Closed	-$305K	–	34
2019 Q1	$305K	Buy	9,144 +795	+10%	+$26K	0.16%	21
2018 Q4	$246K	Hold	8,349	–	–	0.13%	25
2018 Q3	$302K	Hold	8,349	–	–	0.15%	28
2018 Q2	$291K	Buy	8,349 +736	+10%	+$25.3K	0.16%	30
2018 Q1	$252K	Sell	7,613 -43,938	-85%	-$1.48M	0.14%	34
2017 Q4	$1.72M	Buy	+51,551	New	+$1.69M	1.03%	14

Other funds holding SPMD

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

WFPG

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

CCFM

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

D. Scott Neal's SPMD Position: Q2 2019 in Review

D. Scott Neal sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2019, closing a stake of 9,144 shares — an estimated $305K sold.

D. Scott Neal first reported a position in SPMD in Q4 2017 and held it in 6 quarters. The position peaked at $1.72M in Q4 2017. 217 funds tracked by Wall St. Rank hold SPMD as of Q2 2019.

D. Scott Neal reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
D. Scott Neal sold 9,144 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2019, an estimated $305K.
D. Scott Neal first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 6 quarters.
D. Scott Neal's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.72M in Q4 2017.
217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2019.

Based on D. Scott Neal's 13F filing for Q2 2019, filed 25 Jul 2019.