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Squar Milner Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-49,658
Closed -$1.55M – 168
2020
Q2 		$1.55M Sell
49,658
-334
-0.7% -$9.76K 0.88% 18
2020
Q1 		$1.27M Sell
49,992
-18,751
-27% -$613K 0.76% 15
2019
Q4 		$2.49M Buy
68,743
+23,623
+52% +$823K 1.24% 11
2019
Q3 		$1.47M Sell
45,120
-19,633
-30% -$662K 0.75% 28
2019
Q2 		$2.21M Buy
64,753
+2,367
+4% +$79.7K 1.49% 9
2019
Q1 		$2.08M Buy
62,386
+17,965
+40% +$587K 1.53% 10
2018
Q4 		$1.31M Buy
44,421
+5,225
+13% +$170K 1.26% 14
2018
Q3 		$1.42M Buy
39,196
+15,367
+64% +$556K 1.28% 13
2018
Q2 		$831K Buy
23,829
+15,158
+175% +$521K 0.73% 24
2018
Q1 		$288K Buy
+8,671
New +$292K 0.36% 102

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Squar Milner Financial Services's SPMD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 49,658 shares — an estimated $1.55M sold.

Squar Milner Financial Services first reported a position in SPMD in Q1 2018 and held it in 10 quarters. The position peaked at $2.49M in Q4 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 49,658 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $1.55M.
  • Squar Milner Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 10 quarters.
  • Squar Milner Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.49M in Q4 2019.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.