RFM
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Royal Fund Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Royal Fund 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
2018
Q2 		– Sell
-40,550
Closed -$1.34M – 631
2018
Q1 		$1.34M Buy
40,550
+26,916
+197% +$907K 0.49% 52
2017
Q4 		$454K Buy
+13,634
New +$447K 0.16% 75

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Royal Fund Management's SPMD Position: Q2 2018 in Review

Royal Fund Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2018, closing a stake of 40,550 shares — an estimated $1.34M sold.

Royal Fund Management first reported a position in SPMD in Q4 2017 and held it in 2 quarters. The position peaked at $1.34M in Q1 2018. 132 funds tracked by Wall St. Rank hold SPMD as of Q2 2018.

  • Royal Fund Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Royal Fund Management sold 40,550 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2018, an estimated $1.34M.
  • Royal Fund Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 2 quarters.
  • Royal Fund Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.34M in Q1 2018.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2018.

Based on Royal Fund Management's 13F filing for Q2 2018, filed 7 May 2020.