LWM
SPMD icon

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

Liberty 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
2019
Q3 		– Sell
-436
Closed -$15K – 973
2019
Q2 		$15K Hold
436
– – 0.01% 457
2019
Q1 		$14K Hold
436
– – 0.01% 390
2018
Q4 		$12K Buy
+436
New +$14.2K 0.01% 404

Other funds holding SPMD

Creative Planning
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Liberty Wealth Management's SPMD Position: Q3 2019 in Review

Liberty Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2019, closing a stake of 436 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in SPMD in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q3 2019.

  • Liberty Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 436 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2019, an estimated $15K.
  • Liberty Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $15K in Q2 2019.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.