BFIM
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Beese Fulmer Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-4
Closed – – 488
2020
Q2 		$0 Buy
+4
New +$117 ﹤0.01% 605

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TA
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Beese Fulmer Investment Management's SPMD Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 4 shares.

Beese Fulmer Investment Management first reported a position in SPMD in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 4 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020.
  • Beese Fulmer Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $0 in Q2 2020.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.