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

Inspirion 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
2020
Q3 		– Sell
-50,846
Closed -$1.59M – 80
2020
Q2 		$1.59M Sell
50,846
-2,442
-5% -$71.3K 0.62% 23
2020
Q1 		$1.35M Sell
53,288
-29,542
-36% -$966K 0.67% 23
2019
Q4 		$3M Buy
82,830
+589
+0.7% +$20.5K 1.01% 20
2019
Q3 		$2.79M Buy
82,241
+1,858
+2% +$62.6K 1.22% 18
2019
Q2 		$2.74M Buy
80,383
+5,577
+7% +$188K 1.18% 18
2019
Q1 		$2.49M Buy
74,806
+5,259
+8% +$172K 1.1% 18
2018
Q4 		$2.05M Buy
69,547
+24
+0% +$781 1.02% 18
2018
Q3 		$2.51M Buy
69,523
+11,438
+20% +$414K 1.07% 17
2018
Q2 		$2.03M Buy
58,085
+12,575
+28% +$433K 0.95% 19
2018
Q1 		$1.51M Buy
+45,510
New +$1.53M 0.74% 23

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Inspirion Wealth Advisors's SPMD Position: Q3 2020 in Review

Inspirion Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 50,846 shares — an estimated $1.59M sold.

Inspirion Wealth Advisors first reported a position in SPMD in Q1 2018 and held it in 10 quarters. The position peaked at $3M in Q4 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

  • Inspirion Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 50,846 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $1.59M.
  • Inspirion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 10 quarters.
  • Inspirion Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2020, filed 14 Oct 2020.