TCG Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

TCG Advisors’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	-12,368	Closed	-$386K	–	107
2020 Q2	$386K	Sell	12,368 -3,201	-21%	-$93.5K	0.21%	93
2020 Q1	$394K	Sell	15,569 -3,366	-18%	-$110K	0.32%	75
2019 Q4	$686K	Sell	18,935 -2,494	-12%	-$86.9K	0.41%	77
2019 Q3	$726K	Sell	21,429 -1,143	-5%	-$38.5K	0.52%	69
2019 Q2	$768K	Sell	22,572 -7,354	-25%	-$248K	0.7%	46
2019 Q1	$997K	Sell	29,926 -4,071	-12%	-$133K	0.91%	25
2018 Q4	$1M	Buy	+33,997	New	+$1.11M	1.01%	25

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $414M AUM 32.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TCG Advisors's SPMD Position: Q3 2020 in Review

TCG Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 12,368 shares — an estimated $386K sold.

TCG Advisors first reported a position in SPMD in Q4 2018 and held it in 7 quarters. The position peaked at $1M in Q4 2018. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

TCG Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
TCG Advisors sold 12,368 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $386K.
TCG Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 7 quarters.
TCG Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1M in Q4 2018.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.