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

QCI Asset 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
2020 Q2	–	Sell	-3,225	Closed	-$82K	–	413
2020 Q1	$82K	Hold	3,225	–	–	0.01%	179
2019 Q4	$117K	Hold	3,225	–	–	0.01%	171
2019 Q3	$109K	Hold	3,225	–	–	0.01%	179
2019 Q2	$110K	Hold	3,225	–	–	0.01%	187
2019 Q1	$107K	Hold	3,225	–	–	0.01%	179
2018 Q4	$95K	Hold	3,225	–	–	0.01%	190
2018 Q3	$117K	Hold	3,225	–	–	0.01%	174
2018 Q2	$112K	Hold	3,225	–	–	0.01%	167
2018 Q1	$107K	Hold	3,225	–	–	0.01%	173
2017 Q4	$108K	Buy	+3,225	New	+$106K	0.01%	171

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFPG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

QCI Asset Management's SPMD Position: Q2 2020 in Review

QCI Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 3,225 shares — an estimated $82K sold.

QCI Asset Management first reported a position in SPMD in Q4 2017 and held it in 10 quarters. The position peaked at $117K in Q4 2019. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

QCI Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
QCI Asset Management sold 3,225 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $82K.
QCI Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 10 quarters.
QCI Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $117K in Q4 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 QCI Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.