FIM
SPMD icon

Frontier Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Frontier Investment Management’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
2020
Q2 		$3.65M Buy
116,873
+5,855
+5% +$171K 0.23% 58
2020
Q1 		$2.81M Sell
111,018
-9,633
-8% -$315K 0.21% 57
2019
Q4 		$4.37M Buy
120,651
+1,105
+0.9% +$38.5K 0.25% 56
2019
Q3 		$4.05M Sell
119,546
-1,016
-0.8% -$34.2K 0.26% 58
2019
Q2 		$4.11M Buy
120,562
+934
+0.8% +$31.5K 0.28% 57
2019
Q1 		$3.99M Buy
+119,628
New +$3.91M 0.25% 68

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Frontier Investment Management's SPMD Position: Q2 2020 in Review

Frontier Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.3% in Q2 2020, buying an estimated $171K and bringing the position to 116,873 shares worth $3.65M. The position accounts for 0.23% of the portfolio, ranked #58.

Frontier Investment Management first reported a position in SPMD in Q1 2019 and has held it in 6 quarters since. The position peaked at $4.37M in Q4 2019. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • Frontier Investment Management held 116,873 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.65M as of Q2 2020.
  • Frontier Investment Management bought 5,855 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $171K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of Frontier Investment Management's portfolio in Q2 2020, its #58 holding.
  • Frontier Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 6 quarters since.
  • Frontier Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.37M in Q4 2019.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.