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

FDx Advisors’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
2018 Q3	–	Sell	-12,921	Closed	-$451K	–	942
2018 Q2	$451K	Sell	12,921 -4,111	-24%	-$141K	0.02%	582
2018 Q1	$565K	Buy	+17,032	New	+$574K	0.02%	700

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

PWA

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDx Advisors's SPMD Position: Q3 2018 in Review

FDx Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2018, closing a stake of 12,921 shares — an estimated $451K sold.

FDx Advisors first reported a position in SPMD in Q1 2018 and held it in 2 quarters. The position peaked at $565K in Q1 2018. 152 funds tracked by Wall St. Rank hold SPMD as of Q3 2018.

FDx Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2018 after selling out during the quarter.
FDx Advisors sold 12,921 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2018, an estimated $451K.
FDx Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 2 quarters.
FDx Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $565K in Q1 2018.
152 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.