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

LVZ Inc’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	-98,317	Closed	-$3.56M	–	88
2019 Q4	$3.56M	Sell	98,317 -3,070	-3%	-$107K	0.7%	12
2019 Q3	$3.44M	Buy	101,387 +9,466	+10%	+$319K	0.74%	12
2019 Q2	$3.13M	Buy	91,921 +18,412	+25%	+$620K	0.71%	14
2019 Q1	$2.45M	Buy	73,509 +60,572	+468%	+$1.98M	0.57%	15
2018 Q4	$381K	Buy	12,937 +1,013	+8%	+$33K	0.11%	48
2018 Q3	$408K	Sell	11,924 -2,558	-18%	-$92.5K	0.1%	51
2018 Q2	$505K	Buy	14,482 +2,981	+26%	+$103K	0.13%	46
2018 Q1	$381K	Buy	+11,501	New	+$387K	0.1%	41

Other funds holding SPMD

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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 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 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

LVZ Inc's SPMD Position: Q1 2020 in Review

LVZ Inc sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 98,317 shares — an estimated $3.56M sold.

LVZ Inc first reported a position in SPMD in Q1 2018 and held it in 8 quarters. The position peaked at $3.56M in Q4 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

LVZ Inc reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
LVZ Inc sold 98,317 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $3.56M.
LVZ Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 8 quarters.
LVZ Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.56M 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 LVZ Inc's 13F filing for Q1 2020, filed 20 Apr 2020.