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

Perigon 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
2021
Q1 		– Sell
-1,771
Closed -$72K – 954
2020
Q4 		$72K Buy
+1,771
New +$65.7K 0.01% 633
2020
Q1 		– Sell
-8,904
Closed -$322K – 338
2019
Q4 		$322K Buy
8,904
+83
+0.9% +$2.89K 0.07% 185
2019
Q3 		$297K Buy
+8,821
New +$297K 0.07% 175

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Perigon Wealth Management's SPMD Position: Q1 2021 in Review

Perigon Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 1,771 shares — an estimated $72K sold.

Perigon Wealth Management first reported a position in SPMD in Q3 2019 and held it in 3 quarters. The position peaked at $322K in Q4 2019. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

  • Perigon Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,771 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $72K.
  • Perigon Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and held it in 3 quarters.
  • Perigon Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $322K in Q4 2019.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.