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

Glovista Investments’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
-27,900
Closed -$1.32M – 102
2021
Q2 		$1.32M Buy
27,900
+4,300
+18% +$204K 0.31% 60
2021
Q1 		$1.08M Buy
23,600
+5,300
+29% +$233K 0.33% 55
2020
Q4 		$739K Buy
+18,300
New +$679K 0.24% 74

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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 $1.36B AUM 15.65% 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 $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glovista Investments's SPMD Position: Q3 2021 in Review

Glovista Investments sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2021, closing a stake of 27,900 shares — an estimated $1.32M sold.

Glovista Investments first reported a position in SPMD in Q4 2020 and held it in 3 quarters. The position peaked at $1.32M in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

  • Glovista Investments reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Glovista Investments sold 27,900 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021, an estimated $1.32M.
  • Glovista Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 3 quarters.
  • Glovista Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.32M 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 Glovista Investments's 13F filing for Q3 2021, filed 12 Nov 2021.