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

Spotlight Asset 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 		$253K Hold
5,483
– – 0.13% 98
2021
Q2 		$259K Buy
+5,483
New +$260K 0.1% 108

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

Spotlight Asset Group's SPMD Position: Q3 2021 in Review

Spotlight Asset Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2021 at 5,483 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #98.

Spotlight Asset Group first reported a position in SPMD in Q2 2021 and has held it in 2 quarters since. The position peaked at $259K in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

  • Spotlight Asset Group held 5,483 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $253K as of Q3 2021.
  • Spotlight Asset Group left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2021.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of Spotlight Asset Group's portfolio in Q3 2021, its #98 holding.
  • Spotlight Asset Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • Spotlight Asset Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $259K 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 Spotlight Asset Group's 13F filing for Q3 2021, filed 28 Oct 2021.