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Lantz Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lantz Financial’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
-30,758
Closed -$1.11M – 128
2019
Q4 		$1.11M Buy
30,758
+3,586
+13% +$125K 0.66% 52
2019
Q3 		$892K Buy
27,172
+8,995
+49% +$303K 0.6% 58
2019
Q2 		$618K Buy
+18,177
New +$612K 0.42% 66

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

Lantz Financial's SPMD Position: Q1 2020 in Review

Lantz Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 30,758 shares — an estimated $1.11M sold.

Lantz Financial first reported a position in SPMD in Q2 2019 and held it in 3 quarters. The position peaked at $1.11M in Q4 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

  • Lantz Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Lantz Financial sold 30,758 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $1.11M.
  • Lantz Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and held it in 3 quarters.
  • Lantz Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.11M 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 Lantz Financial's 13F filing for Q1 2020, filed 10 Apr 2020.