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Fort Pitt Capital Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fort Pitt Capital Group’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
-570
Closed -$23K – 312
2020
Q4 		$23K Buy
+570
New +$21.1K ﹤0.01% 241
2019
Q1 		– Sell
-7,655
Closed -$225K – 160
2018
Q4 		$225K Buy
+7,655
New +$249K 0.02% 149

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Fort Pitt Capital Group's SPMD Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 570 shares — an estimated $23K sold.

Fort Pitt Capital Group first reported a position in SPMD in Q4 2018 and held it in 2 quarters. The position peaked at $225K in Q4 2018. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

  • Fort Pitt Capital Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Fort Pitt Capital Group sold 570 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $23K.
  • Fort Pitt Capital Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 2 quarters.
  • Fort Pitt Capital Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $225K in Q4 2018.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.