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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return