LCM
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LVM Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

LVM Capital 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
2021
Q3 		– Sell
-5,875
Closed -$277K – 134
2021
Q2 		$277K Sell
5,875
-125
-2% -$5.93K 0.04% 105
2021
Q1 		$275K Hold
6,000
– – 0.04% 103
2020
Q4 		$242K Buy
+6,000
New +$223K 0.04% 106

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LVM Capital Management's SPMD Position: Q3 2021 in Review

LVM Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2021, closing a stake of 5,875 shares — an estimated $277K sold.

LVM Capital Management first reported a position in SPMD in Q4 2020 and held it in 3 quarters. The position peaked at $277K in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

  • LVM Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2021 after selling out during the quarter.
  • LVM Capital Management sold 5,875 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021, an estimated $277K.
  • LVM Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 3 quarters.
  • LVM Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $277K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2021.

Based on LVM Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.