DAS
SPMD icon

Dynamic Advisor Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-13,775
Closed -$467K – 605
2019
Q3 		$467K Sell
13,775
-265
-2% -$8.93K 0.07% 288
2019
Q2 		$478K Buy
14,040
+1,156
+9% +$38.9K 0.08% 266
2019
Q1 		$429K Buy
12,884
+43
+0.3% +$1.41K 0.08% 246
2018
Q4 		$413K Buy
+12,841
New +$418K 0.09% 234

Other funds holding SPMD

Creative Planning
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
WA
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
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Dynamic Advisor Solutions's SPMD Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2019, closing a stake of 13,775 shares — an estimated $467K sold.

Dynamic Advisor Solutions first reported a position in SPMD in Q4 2018 and held it in 4 quarters. The position peaked at $478K in Q2 2019. 251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

  • Dynamic Advisor Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 13,775 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2019, an estimated $467K.
  • Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 4 quarters.
  • Dynamic Advisor Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $478K in Q2 2019.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.