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Strategic Family Wealth Counselors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Strategic Family Wealth Counselors’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
2019
Q2 		– Sell
-6,207
Closed -$207K – 67
2019
Q1 		$207K Buy
+6,207
New +$203K 0.17% 62

Other funds holding SPMD

Creative Planning
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SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Strategic Family Wealth Counselors's SPMD Position: Q2 2019 in Review

Strategic Family Wealth Counselors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2019, closing a stake of 6,207 shares — an estimated $207K sold.

Strategic Family Wealth Counselors first reported a position in SPMD in Q1 2019 and held it in 1 quarter. The position peaked at $207K in Q1 2019. 217 funds tracked by Wall St. Rank hold SPMD as of Q2 2019.

  • Strategic Family Wealth Counselors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 6,207 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2019, an estimated $207K.
  • Strategic Family Wealth Counselors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $207K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2019.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2019, filed 17 Jul 2019.