Guidant Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$176K	Hold	5,189	–	–	0.07%	112
2019 Q2	$177K	Sell	5,189 -346	-6%	-$11.7K	0.07%	113
2019 Q1	$184K	Sell	5,535 -538	-9%	-$17.6K	0.07%	108
2018 Q4	$178K	Buy	+6,073	New	+$198K	0.08%	86
2017 Q3	–	Sell	-6,516	Closed	-$200K	–	224
2017 Q2	$200K	Buy	6,516 +351	+6%	+$10.7K	0.1%	68
2017 Q1	$183K	Sell	6,165 -771	-11%	-$23.3K	0.1%	69
2016 Q4	$208K	Buy	6,936 +93	+1%	+$2.63K	0.12%	66
2016 Q3	$186K	Buy	+6,843	New	+$187K	0.11%	65

Other funds holding SPMD

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

WFPG

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Guidant Wealth Advisors's SPMD Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2019 at 5,189 shares worth $176K. The position accounts for 0.07% of the portfolio, ranked #112.

Guidant Wealth Advisors first reported a position in SPMD in Q3 2016 and has held it in 8 quarters since. The position peaked at $208K in Q4 2016. 218 funds tracked by Wall St. Rank hold SPMD as of Q3 2019.

Guidant Wealth Advisors held 5,189 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $176K as of Q3 2019.
Guidant Wealth Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2019.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Guidant Wealth Advisors's portfolio in Q3 2019, its #112 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $208K in Q4 2016.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.