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

SageGuard Financial 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
Q3 		$201K Sell
4,364
-1,839
-30% -$86.8K 3.15% 15
2021
Q2 		$293K Buy
6,203
+686
+12% +$32.6K 0.13% 103
2021
Q1 		$253K Buy
5,517
+375
+7% +$16.5K 0.12% 115
2020
Q4 		$207K Buy
+5,142
New +$191K 0.1% 116

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageGuard Financial Group's SPMD Position: Q3 2021 in Review

SageGuard Financial Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 30% in Q3 2021, selling an estimated $86.8K and leaving 4,364 shares worth $201K. The position accounts for 3.15% of the portfolio, ranked #15.

SageGuard Financial Group first reported a position in SPMD in Q4 2020 and has held it in 4 quarters since. The position peaked at $293K in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

  • SageGuard Financial Group held 4,364 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $201K as of Q3 2021.
  • SageGuard Financial Group sold 1,839 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021, an estimated $86.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.15% of SageGuard Financial Group's portfolio in Q3 2021, its #15 holding.
  • SageGuard Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 4 quarters since.
  • SageGuard Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $293K in Q2 2021.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.