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

Smart Money 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
2020 Q1	–	Sell	-22,171	Closed	-$804K	–	95
2019 Q4	$804K	Buy	22,171 +2,218	+11%	+$77.3K	0.47%	49
2019 Q3	$676K	Sell	19,953 -10,595	-35%	-$357K	0.54%	45
2019 Q2	$1.04M	Buy	30,548 +601	+2%	+$20.2K	0.86%	38
2019 Q1	$998K	Sell	29,947 -24,752	-45%	-$809K	0.87%	40
2018 Q4	$1.61M	Buy	54,699 +1,530	+3%	+$49.8K	1.67%	19
2018 Q3	$1.92M	Buy	53,169 +1,290	+2%	+$46.7K	1.74%	19
2018 Q2	$1.81M	Buy	+51,879	New	+$1.78M	1.62%	22

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAS

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

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Smart Money Group's SPMD Position: Q1 2020 in Review

Smart Money Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 22,171 shares — an estimated $804K sold.

Smart Money Group first reported a position in SPMD in Q2 2018 and held it in 7 quarters. The position peaked at $1.92M in Q3 2018. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

Smart Money Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
Smart Money Group sold 22,171 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $804K.
Smart Money Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and held it in 7 quarters.
Smart Money Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.92M in Q3 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2020.

Based on Smart Money Group's 13F filing for Q1 2020, filed 13 May 2020.