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

Watermark 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
2018
Q4 		$25K Buy
851
+5
+0.6% +$163 0.01% 130
2018
Q3 		$31K Buy
846
+3
+0.4% +$109 0.01% 121
2018
Q2 		$29K Buy
843
+3
+0.4% +$103 0.01% 123
2018
Q1 		$28K Buy
+840
New +$28.3K 0.01% 128

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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Watermark Asset Management's SPMD Position: Q4 2018 in Review

Watermark Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.59% in Q4 2018, buying an estimated $163 and bringing the position to 851 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #130.

Watermark Asset Management first reported a position in SPMD in Q1 2018 and has held it in 4 quarters since. The position peaked at $31K in Q3 2018. 182 funds tracked by Wall St. Rank hold SPMD as of Q4 2018.

  • Watermark Asset Management held 851 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $25K as of Q4 2018.
  • Watermark Asset Management bought 5 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2018, an estimated $163.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Watermark Asset Management's portfolio in Q4 2018, its #130 holding.
  • Watermark Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 4 quarters since.
  • Watermark Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $31K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.