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Wealthspire Advisors (Maryland)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wealthspire Advisors (Maryland)’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
-986
Closed -$33K – 1786
2019
Q1 		$33K Hold
986
– – ﹤0.01% 1069
2018
Q4 		$29K Buy
+986
New +$32.1K ﹤0.01% 1076

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Wealthspire Advisors (Maryland)'s SPMD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2019, closing a stake of 986 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in SPMD in Q4 2018 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 217 funds tracked by Wall St. Rank hold SPMD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 986 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2019, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $33K 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 Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.