San Francisco Sentry Investment Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

San Francisco Sentry Investment 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
2019 Q4	–	Sell	-1,430	Closed	-$48K	–	945
2019 Q3	$48K	Buy	1,430 +6	+0.4%	+$202	0.02%	379
2019 Q2	$49K	Buy	1,424 +6	+0.4%	+$202	0.02%	375
2019 Q1	$47K	Buy	1,418 +5	+0.4%	+$163	0.02%	400
2018 Q4	$42K	Buy	1,413 +7	+0.5%	+$228	0.02%	390
2018 Q3	$51K	Buy	+1,406	New	+$50.9K	0.02%	394

Other funds holding SPMD

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

San Francisco Sentry Investment Group's SPMD Position: Q4 2019 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2019, closing a stake of 1,430 shares — an estimated $48K sold.

San Francisco Sentry Investment Group first reported a position in SPMD in Q3 2018 and held it in 5 quarters. The position peaked at $51K in Q3 2018. 251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

San Francisco Sentry Investment Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2019 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,430 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2019, an estimated $48K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and held it in 5 quarters.
San Francisco Sentry Investment Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $51K in Q3 2018.
251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2019, filed 30 Jan 2020.