RDA Financial Network’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

RDA Financial Network’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	-7,099	Closed	-$287K	–	239
2020 Q4	$287K	Sell	7,099 -571	-7%	-$21.2K	0.13%	168
2020 Q3	$250K	Buy	7,670 +109	+1%	+$3.58K	0.11%	182
2020 Q2	$236K	Buy	+7,561	New	+$221K	0.12%	176
2020 Q1	–	Sell	-19,500	Closed	-$701K	–	240
2019 Q4	$701K	Buy	19,500 +79	+0.4%	+$2.75K	0.29%	92
2019 Q3	$682K	Buy	19,421 +3,895	+25%	+$131K	0.29%	89
2019 Q2	$529K	Buy	15,526 +1,339	+9%	+$45.1K	0.24%	107
2019 Q1	$489K	Buy	+14,187	New	+$464K	0.23%	107

Other funds holding SPMD

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

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

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WFPG

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

RDA Financial Network's SPMD Position: Q1 2021 in Review

RDA Financial Network sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 7,099 shares — an estimated $287K sold.

RDA Financial Network first reported a position in SPMD in Q1 2019 and held it in 7 quarters. The position peaked at $701K in Q4 2019. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

RDA Financial Network reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
RDA Financial Network sold 7,099 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $287K.
RDA Financial Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and held it in 7 quarters.
RDA Financial Network's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $701K 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 RDA Financial Network's 13F filing for Q1 2021, filed 6 May 2021.