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S.R. Schill & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

S.R. Schill & Associates’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
-187,585
Closed -$4.75M – 70
2020
Q1 		$4.75M Buy
+187,585
New +$6.14M 3.18% 10
2019
Q2 		– Sell
-169,740
Closed -$5.66M – 81
2019
Q1 		$5.66M Buy
+169,740
New +$5.55M 3.41% 8

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

S.R. Schill & Associates's SPMD Position: Q2 2020 in Review

S.R. Schill & Associates sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 187,585 shares — an estimated $4.75M sold.

S.R. Schill & Associates first reported a position in SPMD in Q1 2019 and held it in 2 quarters. The position peaked at $5.66M in Q1 2019. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • S.R. Schill & Associates reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
  • S.R. Schill & Associates sold 187,585 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $4.75M.
  • S.R. Schill & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and held it in 2 quarters.
  • S.R. Schill & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.66M in Q1 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 S.R. Schill & Associates's 13F filing for Q2 2020, filed 30 Jul 2020.