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Berman Capital Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Berman Capital 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
2021
Q1 		– Sell
-22,656
Closed -$915K – 1896
2020
Q4 		$915K Buy
22,656
+93
+0.4% +$3.45K 0.22% 56
2020
Q3 		$736K Sell
22,563
-24,865
-52% -$817K 0.21% 56
2020
Q2 		$1.48M Buy
47,428
+201
+0.4% +$5.87K 0.39% 36
2020
Q1 		$1.2M Buy
+47,227
New +$1.54M 0.39% 31

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Berman Capital Advisors's SPMD Position: Q1 2021 in Review

Berman Capital Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2021, closing a stake of 22,656 shares — an estimated $915K sold.

Berman Capital Advisors first reported a position in SPMD in Q1 2020 and held it in 4 quarters. The position peaked at $1.48M in Q2 2020. 309 funds tracked by Wall St. Rank hold SPMD as of Q1 2021.

  • Berman Capital Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 22,656 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2021, an estimated $915K.
  • Berman Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 4 quarters.
  • Berman Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.48M in Q2 2020.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.