Intelligence Driven Advisers’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Intelligence Driven Advisers’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	-52,811	Closed	-$1.65M	–	104
2020 Q2	$1.65M	Sell	52,811 -7,460	-12%	-$218K	0.58%	35
2020 Q1	$1.53M	Buy	60,271 +3,492	+6%	+$114K	0.71%	34
2019 Q4	$2.06M	Buy	56,779 +478	+0.8%	+$16.7K	0.93%	25
2019 Q3	$1.91M	Sell	56,301 -26,259	-32%	-$885K	0.9%	29
2019 Q2	$2.81M	Sell	82,560 -5,304	-6%	-$179K	1.34%	21
2019 Q1	$2.93M	Buy	87,864 +15,112	+21%	+$494K	1.6%	17
2018 Q4	$2.14M	Buy	+72,752	New	+$2.37M	1.36%	24

Other funds holding SPMD

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $414M AUM 32.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Intelligence Driven Advisers's SPMD Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 52,811 shares — an estimated $1.65M sold.

Intelligence Driven Advisers first reported a position in SPMD in Q4 2018 and held it in 7 quarters. The position peaked at $2.93M in Q1 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

Intelligence Driven Advisers reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 52,811 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $1.65M.
Intelligence Driven Advisers first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.93M in Q1 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 Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.