First National Bank of Omaha’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

First National Bank of Omaha’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 Q3	–	Sell	-7,895	Closed	-$361K	–	388
2021 Q2	$361K	Hold	7,895	–	–	0.02%	296
2021 Q1	$361K	Hold	7,895	–	–	0.02%	296
2020 Q4	$319K	Hold	7,895	–	–	0.02%	312
2020 Q3	$258K	Hold	7,895	–	–	0.02%	310
2020 Q2	$247K	Buy	+7,895	New	+$231K	0.02%	309

Other funds holding SPMD

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

WFPG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First National Bank of Omaha's SPMD Position: Q3 2021 in Review

First National Bank of Omaha sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2021, closing a stake of 7,895 shares — an estimated $361K sold.

First National Bank of Omaha first reported a position in SPMD in Q2 2020 and held it in 5 quarters. The position peaked at $361K in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

First National Bank of Omaha reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2021 after selling out during the quarter.
First National Bank of Omaha sold 7,895 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021, an estimated $361K.
First National Bank of Omaha first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 5 quarters.
First National Bank of Omaha's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $361K in Q2 2021.
325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2021.

Based on First National Bank of Omaha's 13F filing for Q3 2021, filed 12 Nov 2021.