INR Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

INR Advisory Services’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 Q1	$285K	Buy	8,536 +1,076	+14%	+$35.2K	0.04%	13
2018 Q4	$219K	Buy	7,460 +4,723	+173%	+$154K	0.03%	14
2018 Q3	$99K	Buy	2,737 +1,252	+84%	+$45.3K	0.01%	16
2018 Q2	$52K	Buy	1,485 +473	+47%	+$16.3K	0.01%	25
2018 Q1	$34K	Buy	+1,012	New	+$34.1K	﹤0.01%	27

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $846M AUM 17.33% 1-Year Est. Return

INR Advisory Services's SPMD Position: Q1 2019 in Review

INR Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q1 2019, buying an estimated $35.2K and bringing the position to 8,536 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #13.

INR Advisory Services first reported a position in SPMD in Q1 2018 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold SPMD as of Q1 2019.

INR Advisory Services held 8,536 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $285K as of Q1 2019.
INR Advisory Services bought 1,076 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2019, an estimated $35.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of INR Advisory Services's portfolio in Q1 2019, its #13 holding.
INR Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.