SEI Investments
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SEI Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SEI Investments’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
Q3 		– Sell
-1
Closed – – 3338
2018
Q2 		$0 Buy
+1
New +$34 ﹤0.01% 3773

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments's SPMD Position: Q3 2018 in Review

SEI Investments sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2018, closing a stake of 1 share.

SEI Investments first reported a position in SPMD in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 152 funds tracked by Wall St. Rank hold SPMD as of Q3 2018.

  • SEI Investments reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q3 2018.
  • SEI Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and held it in 1 quarter.
  • SEI Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $0 in Q2 2018.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.