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

Voya Financial 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
2021 Q2	–	Sell	-89,078	Closed	-$4.07M	–	555
2021 Q1	$4.07M	Buy	89,078 +28,678	+47%	+$1.26M	0.16%	108
2020 Q4	$2.44M	Buy	60,400 +20,190	+50%	+$749K	0.11%	168
2020 Q3	$1.3M	Buy	40,210 +14,445	+56%	+$475K	0.06%	221
2020 Q2	$795K	Buy	25,765 +1,524	+6%	+$44.5K	0.04%	284
2020 Q1	$621K	Buy	24,241 +16,841	+228%	+$551K	0.03%	306
2019 Q4	$268K	Buy	+7,400	New	+$258K	0.01%	540
2018 Q3	–	Sell	-51,403	Closed	-$1.79M	–	601
2018 Q2	$1.79M	Sell	51,403 -67,770	-57%	-$2.33M	0.12%	154
2018 Q1	$3.9M	Buy	+119,173	New	+$4.01M	0.26%	87

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

RPGK

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

WFPG

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Voya Financial Advisors's SPMD Position: Q2 2021 in Review

Voya Financial Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2021, closing a stake of 89,078 shares — an estimated $4.07M sold.

Voya Financial Advisors first reported a position in SPMD in Q1 2018 and held it in 8 quarters. The position peaked at $4.07M in Q1 2021. 338 funds tracked by Wall St. Rank hold SPMD as of Q2 2021.

Voya Financial Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 89,078 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2021, an estimated $4.07M.
Voya Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 8 quarters.
Voya Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.07M in Q1 2021.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.