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Sage Financial Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sage Financial Management Group’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
Q2 		– Sell
-621
Closed -$28K – 97
2021
Q1 		$28K Buy
+621
New +$27.3K 0.02% 77

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sage Financial Management Group's SPMD Position: Q2 2021 in Review

Sage Financial Management Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2021, closing a stake of 621 shares — an estimated $28K sold.

Sage Financial Management Group first reported a position in SPMD in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 338 funds tracked by Wall St. Rank hold SPMD as of Q2 2021.

  • Sage Financial Management Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 621 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2021, an estimated $28K.
  • Sage Financial Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $28K in Q1 2021.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.