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

Berkshire Asset 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	-13,970	Closed	-$466K	–	226
2019 Q1	$466K	Buy	13,970 +3,298	+31%	+$108K	0.04%	148
2018 Q4	$314K	Buy	10,672 +2,577	+32%	+$83.9K	0.03%	173
2018 Q3	$293K	Buy	+8,095	New	+$293K	0.02%	189

Other funds holding SPMD

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Berkshire Asset Management's SPMD Position: Q2 2019 in Review

Berkshire Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2019, closing a stake of 13,970 shares — an estimated $466K sold.

Berkshire Asset Management first reported a position in SPMD in Q3 2018 and held it in 3 quarters. The position peaked at $466K in Q1 2019. 217 funds tracked by Wall St. Rank hold SPMD as of Q2 2019.

Berkshire Asset 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.
Berkshire Asset Management sold 13,970 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2019, an estimated $466K.
Berkshire Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and held it in 3 quarters.
Berkshire Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $466K 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 Berkshire Asset Management's 13F filing for Q2 2019, filed 29 Jul 2019.