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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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