WCM
SPMD icon

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

WealthBridge Capital 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
2019
Q2 		– Sell
-4,234
Closed -$144K – 755
2019
Q1 		$144K Buy
4,234
+249
+6% +$8.14K 0.09% 139
2018
Q4 		$117K Buy
+3,985
New +$130K 0.09% 152

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
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
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

WealthBridge Capital Management's SPMD Position: Q2 2019 in Review

WealthBridge Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2019, closing a stake of 4,234 shares — an estimated $144K sold.

WealthBridge Capital Management first reported a position in SPMD in Q4 2018 and held it in 2 quarters. The position peaked at $144K in Q1 2019. 217 funds tracked by Wall St. Rank hold SPMD as of Q2 2019.

  • WealthBridge Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 4,234 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2019, an estimated $144K.
  • WealthBridge Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $144K in Q1 2019.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.