Wealth & Pension Services Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wealth & Pension Services Group’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	$2.16M	Buy	63,760 +227	+0.4%	+$7.65K	1.57%	14
2019 Q2	$2.17M	Buy	63,533 +5,509	+9%	+$186K	1.57%	15
2019 Q1	$1.93M	Sell	58,024 -136	-0.2%	-$4.45K	1.51%	17
2018 Q4	$1.71M	Buy	58,160 +15,287	+36%	+$498K	1.54%	19
2018 Q3	$1.55M	Buy	42,873 +6,652	+18%	+$241K	1.56%	20
2018 Q2	$1.26M	Buy	+36,221	New	+$1.25M	1.6%	15

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

Wealth & Pension Services Group's SPMD Position: Q3 2019 in Review

Wealth & Pension Services Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.36% in Q3 2019, buying an estimated $7.65K and bringing the position to 63,760 shares worth $2.16M. The position accounts for 1.57% of the portfolio, ranked #14.

Wealth & Pension Services Group first reported a position in SPMD in Q2 2018 and has held it in 6 quarters since. The position peaked at $2.17M in Q2 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q3 2019.

Wealth & Pension Services Group held 63,760 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.16M as of Q3 2019.
Wealth & Pension Services Group bought 227 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2019, an estimated $7.65K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.57% of Wealth & Pension Services Group's portfolio in Q3 2019, its #14 holding.
Wealth & Pension Services Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 6 quarters since.
Wealth & Pension Services Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.17M in Q2 2019.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.