ICP
SPMD icon

Interchange Capital Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-1,468
Closed -$59K – 967
2020
Q4 		$59K Buy
+1,468
New +$54.4K 0.03% 380

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Interchange Capital Partners's SPMD Position: Q1 2021 in Review

Interchange Capital Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 1,468 shares — an estimated $59K sold.

Interchange Capital Partners first reported a position in SPMD in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

  • Interchange Capital Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,468 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $59K.
  • Interchange Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $59K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.