UFF
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USA Financial Formulas’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-8,224
Closed -$297K – 311
2018
Q4 		$297K Buy
+8,224
New +$268K 0.07% 239

Other funds holding SPMD

Creative Planning
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

USA Financial Formulas's SPMD Position: Q1 2019 in Review

USA Financial Formulas sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2019, closing a stake of 8,224 shares — an estimated $297K sold.

USA Financial Formulas first reported a position in SPMD in Q4 2018 and held it in 1 quarter. The position peaked at $297K in Q4 2018. 211 funds tracked by Wall St. Rank hold SPMD as of Q1 2019.

  • USA Financial Formulas reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 8,224 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2019, an estimated $297K.
  • USA Financial Formulas first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $297K in Q4 2018.
  • 211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.