Arthur M. Cohen & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Arthur M. Cohen & Associates’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
2020 Q3	–	Sell	-6,593	Closed	-$239K	–	142
2020 Q2	$239K	Hold	6,593	–	–	0.07%	111
2020 Q1	$239K	Hold	6,593	–	–	0.09%	97
2019 Q4	$239K	Sell	6,593 -1,791	-21%	-$62.4K	0.07%	111
2019 Q3	$284K	Buy	+8,384	New	+$283K	0.08%	100
2019 Q1	–	Sell	-6,544	Closed	-$236K	–	116
2018 Q4	$236K	Hold	6,544	–	–	0.08%	103
2018 Q3	$236K	Hold	6,544	–	–	0.07%	112
2018 Q2	$228K	Buy	+6,544	New	+$225K	0.09%	104
2018 Q1	–	Sell	-6,544	Closed	-$236K	–	121
2017 Q4	$236K	Buy	+6,544	New	+$215K	0.06%	102

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPGK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Arthur M. Cohen & Associates's SPMD Position: Q3 2020 in Review

Arthur M. Cohen & Associates sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 6,593 shares — an estimated $239K sold.

Arthur M. Cohen & Associates first reported a position in SPMD in Q4 2017 and held it in 8 quarters. The position peaked at $284K in Q3 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

Arthur M. Cohen & Associates reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
Arthur M. Cohen & Associates sold 6,593 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $239K.
Arthur M. Cohen & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 8 quarters.
Arthur M. Cohen & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $284K in Q3 2019.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Arthur M. Cohen & Associates's 13F filing for Q3 2020, filed 13 Oct 2020.