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

Stringer Asset 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
2019 Q3	–	Sell	-80,047	Closed	-$2.73M	–	28
2019 Q2	$2.73M	Sell	80,047 -44,457	-36%	-$1.5M	3.02%	15
2019 Q1	$4.15M	Sell	124,504 -21,143	-15%	-$691K	4.19%	13
2018 Q4	$4.29M	Sell	145,647 -51,379	-26%	-$1.67M	4.15%	11
2018 Q3	$7.12M	Buy	197,026 +37,626	+24%	+$1.36M	5.59%	5
2018 Q2	$5.56M	Sell	159,400 -3,799	-2%	-$131K	5.02%	6
2018 Q1	$5.41M	Buy	163,199 +17,795	+12%	+$599K	4.98%	6
2017 Q4	$4.85M	Buy	+145,404	New	+$4.77M	4.34%	12

Other funds holding SPMD

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

WFPG

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Stringer Asset Management's SPMD Position: Q3 2019 in Review

Stringer Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2019, closing a stake of 80,047 shares — an estimated $2.73M sold.

Stringer Asset Management first reported a position in SPMD in Q4 2017 and held it in 7 quarters. The position peaked at $7.12M in Q3 2018. 218 funds tracked by Wall St. Rank hold SPMD as of Q3 2019.

Stringer Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2019 after selling out during the quarter.
Stringer Asset Management sold 80,047 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2019, an estimated $2.73M.
Stringer Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 7 quarters.
Stringer Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.12M in Q3 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2019.

Based on Stringer Asset Management's 13F filing for Q3 2019, filed 8 Nov 2019.