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

Pacific Edge 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
2020 Q2	–	Sell	-11,050	Closed	-$280K	–	36
2020 Q1	$280K	Sell	11,050 -10,600	-49%	-$347K	0.2%	27
2019 Q4	$784K	Sell	21,650 -91,950	-81%	-$3.2M	0.48%	24
2019 Q3	$3.85M	Sell	113,600 -1,100	-1%	-$37.1K	2.52%	12
2019 Q2	$3.91M	Sell	114,700 -3,100	-3%	-$104K	2.58%	12
2019 Q1	$3.93M	Sell	117,800 -15,500	-12%	-$507K	2.38%	14
2018 Q4	$3.92M	Buy	+133,300	New	+$4.34M	2.5%	11

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Pacific Edge Advisors's SPMD Position: Q2 2020 in Review

Pacific Edge Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 11,050 shares — an estimated $280K sold.

Pacific Edge Advisors first reported a position in SPMD in Q4 2018 and held it in 6 quarters. The position peaked at $3.93M in Q1 2019. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

Pacific Edge Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
Pacific Edge Advisors sold 11,050 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $280K.
Pacific Edge Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 6 quarters.
Pacific Edge Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.93M in Q1 2019.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on Pacific Edge Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.