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Polaris Wealth Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-430
Closed -$16K – 408
2018
Q3 		$16K Buy
+430
New +$15.6K ﹤0.01% 350

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Polaris Wealth Advisory Group's SPMD Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2018, closing a stake of 430 shares — an estimated $16K sold.

Polaris Wealth Advisory Group first reported a position in SPMD in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 182 funds tracked by Wall St. Rank hold SPMD as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 430 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2018, an estimated $16K.
  • Polaris Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.