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

Grimes & Company’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
Q1 		– Sell
-8,713
Closed -$316K – 268
2019
Q4 		$316K Hold
8,713
– – 0.02% 210
2019
Q3 		$295K Hold
8,713
– – 0.02% 207
2019
Q2 		$297K Buy
8,713
+124
+1% +$4.18K 0.02% 206
2019
Q1 		$286K Hold
8,589
– – 0.02% 206
2018
Q4 		$253K Buy
+8,589
New +$280K 0.02% 198

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Grimes & Company's SPMD Position: Q1 2020 in Review

Grimes & Company sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 8,713 shares — an estimated $316K sold.

Grimes & Company first reported a position in SPMD in Q4 2018 and held it in 5 quarters. The position peaked at $316K in Q4 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

  • Grimes & Company reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Grimes & Company sold 8,713 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $316K.
  • Grimes & Company first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 5 quarters.
  • Grimes & Company's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $316K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2020.

Based on Grimes & Company's 13F filing for Q1 2020, filed 5 May 2020.