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

Jackson 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
2018 Q4	–	Sell	-111,921	Closed	-$4.05M	–	98
2018 Q3	$4.05M	Sell	111,921 -1,503	-1%	-$54.4K	0.85%	29
2018 Q2	$4.05M	Sell	113,424 -7,102	-6%	-$244K	0.94%	29
2018 Q1	$3.99M	Sell	120,526 -3,004	-2%	-$101K	1.12%	26
2017 Q4	$4.2M	Buy	+123,530	New	+$4.05M	1.07%	27

Other funds holding SPMD

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

WFPG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jackson Wealth Management's SPMD Position: Q4 2018 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2018, closing a stake of 111,921 shares — an estimated $4.05M sold.

Jackson Wealth Management first reported a position in SPMD in Q4 2017 and held it in 4 quarters. The position peaked at $4.2M in Q4 2017. 182 funds tracked by Wall St. Rank hold SPMD as of Q4 2018.

Jackson Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
Jackson Wealth Management sold 111,921 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2018, an estimated $4.05M.
Jackson Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 4 quarters.
Jackson Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.2M in Q4 2017.
182 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.