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Beacon Pointe Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Beacon Pointe Wealth Advisors’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
Q4 		$444K Buy
12,254
+1,882
+18% +$65.6K 0.08% 170
2019
Q3 		$352K Buy
10,372
+397
+4% +$13.4K 0.07% 191
2019
Q2 		$340K Sell
9,975
-667
-6% -$22.5K 0.07% 201
2019
Q1 		$355K Buy
+10,642
New +$348K 0.08% 187

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
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 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
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SPMD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q4 2019, buying an estimated $65.6K and bringing the position to 12,254 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #170.

Beacon Pointe Wealth Advisors first reported a position in SPMD in Q1 2019 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 12,254 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $444K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 1,882 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2019, an estimated $65.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #170 holding.
  • Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.