SMM
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Stadion Money Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stadion Money Management’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
-2,156,072
Closed -$78.1M – 80
2019
Q4 		$78.1M Sell
2,156,072
-64,490
-3% -$2.25M 2.79% 6
2019
Q3 		$75.3M Sell
2,220,562
-47,400
-2% -$1.6M 2.8% 7
2019
Q2 		$77.3M Sell
2,267,962
-16,790
-0.7% -$565K 2.73% 6
2019
Q1 		$76.2M Sell
2,284,752
-117,536
-5% -$3.84M 2.71% 6
2018
Q4 		$70.7M Buy
2,402,288
+77,294
+3% +$2.52M 3.08% 8
2018
Q3 		$84M Sell
2,324,994
-92,127
-4% -$3.33M 3.09% 6
2018
Q2 		$84.3M Sell
2,417,121
-167,862
-6% -$5.77M 3.01% 7
2018
Q1 		$85.7M Sell
2,584,983
-94,230
-4% -$3.17M 2.98% 7
2017
Q4 		$89.4M Sell
2,679,213
-184,656
-6% -$6.05M 2.88% 7
2017
Q3 		$91.4M Sell
2,863,869
-102,603
-3% -$3.16M 2.95% 8
2017
Q2 		$91.9M Sell
2,966,472
-60,678
-2% -$1.85M 3.14% 7
2017
Q1 		$91.9M Buy
3,027,150
+352,263
+13% +$10.6M 2.87% 6
2016
Q4 		$79.1M Sell
2,674,887
-664,020
-20% -$18.8M 2.5% 7
2016
Q3 		$91.6M Buy
+3,338,907
New +$91M 2.8% 7

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

Stadion Money Management's SPMD Position: Q1 2020 in Review

Stadion Money Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 2,156,072 shares — an estimated $78.1M sold.

Stadion Money Management first reported a position in SPMD in Q3 2016 and held it in 14 quarters. The position peaked at $91.9M in Q1 2017. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

  • Stadion Money Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Stadion Money Management sold 2,156,072 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $78.1M.
  • Stadion Money Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2016 and held it in 14 quarters.
  • Stadion Money Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $91.9M in Q1 2017.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2020.

Based on Stadion Money Management's 13F filing for Q1 2020, filed 15 May 2020.