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Optimum Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Optimum Investment Advisors’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
2014
Q2 		– Sell
-2,400
Closed -$67K – 931
2014
Q1 		$67K Hold
2,400
– – 0.03% 359
2013
Q4 		$66K Hold
2,400
– – 0.02% 355
2013
Q3 		$67K Buy
+2,400
New +$64.8K 0.03% 333

Other funds holding SPMD

ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Optimum Investment Advisors's SPMD Position: Q2 2014 in Review

Optimum Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2014, closing a stake of 2,400 shares — an estimated $67K sold.

Optimum Investment Advisors first reported a position in SPMD in Q3 2013 and held it in 3 quarters. The position peaked at $67K in Q1 2014. 20 funds tracked by Wall St. Rank hold SPMD as of Q2 2014.

  • Optimum Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,400 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2014, an estimated $67K.
  • Optimum Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2013 and held it in 3 quarters.
  • Optimum Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $67K in Q1 2014.
  • 20 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2014.

Based on Optimum Investment Advisors's 13F filing for Q2 2014, filed 3 Sep 2014.