Rowland Carmichael Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Rowland Carmichael Advisors’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	-227	Closed	-$7K	–	368
2020 Q2	$7K	Hold	227	–	–	﹤0.01%	328
2020 Q1	$6K	Sell	227 -142	-38%	-$4.64K	﹤0.01%	308
2019 Q4	$13K	Buy	369 +231	+167%	+$8.05K	﹤0.01%	333
2019 Q3	$5K	Buy	138 +42	+44%	+$1.42K	﹤0.01%	344
2019 Q2	$3K	Buy	+96	New	+$3.23K	﹤0.01%	324

Other funds holding SPMD

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

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

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

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

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 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

Rowland Carmichael Advisors's SPMD Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 227 shares — an estimated $7K sold.

Rowland Carmichael Advisors first reported a position in SPMD in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

Rowland Carmichael Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 227 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $7K.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and held it in 5 quarters.
Rowland Carmichael Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13K in Q4 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 Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.