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Institute for Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Institute for Wealth Management’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
-2,112
Closed -$77K – 643
2019
Q4 		$77K Buy
+2,112
New +$73.6K 0.02% 488

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

Institute for Wealth Management's SPMD Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 2,112 shares — an estimated $77K sold.

Institute for Wealth Management first reported a position in SPMD in Q4 2019 and held it in 1 quarter. The position peaked at $77K in Q4 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,112 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $77K.
  • Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $77K 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 Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.