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

Prestige Wealth Management 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
2020
Q3 		– Sell
-11,209
Closed -$350K – 918
2020
Q2 		$350K Buy
11,209
+293
+3% +$8.56K 0.12% 76
2020
Q1 		$277K Buy
10,916
+223
+2% +$7.29K 0.12% 71
2019
Q4 		$387K Buy
10,693
+1,865
+21% +$65K 0.21% 76
2019
Q3 		$299K Buy
8,828
+2
+0% +$67 0.18% 87
2019
Q2 		$301K Sell
8,826
-6,296
-42% -$212K 0.18% 87
2019
Q1 		$504K Sell
15,122
-172
-1% -$5.62K 0.31% 66
2018
Q4 		$450K Buy
+15,294
New +$498K 0.33% 59

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
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
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Prestige Wealth Management Group's SPMD Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 11,209 shares — an estimated $350K sold.

Prestige Wealth Management Group first reported a position in SPMD in Q4 2018 and held it in 7 quarters. The position peaked at $504K in Q1 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 11,209 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $350K.
  • Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $504K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.