Braun-Bostich & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Braun-Bostich & 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 Q4	–	Sell	-989	Closed	-$32K	–	188
2020 Q3	$32K	Sell	989 -2,822	-74%	-$92.7K	0.03%	180
2020 Q2	$119K	Hold	3,811	–	–	0.12%	95
2020 Q1	$91K	Hold	3,811	–	–	0.12%	105
2019 Q4	$138K	Buy	+3,811	New	+$133K	0.14%	103
2019 Q3	–	Sell	-7,459	Closed	-$254K	–	270
2019 Q2	$254K	Sell	7,459 -8,016	-52%	-$270K	0.27%	83
2019 Q1	$516K	Sell	15,475 -68,944	-82%	-$2.25M	0.54%	42
2018 Q4	$2.48M	Sell	84,419 -2,250	-3%	-$73.3K	2.63%	4
2018 Q3	$3.13M	Buy	86,669 +5,788	+7%	+$209K	3.02%	4
2018 Q2	$2.82M	Buy	80,881 +20,254	+33%	+$697K	2.82%	4
2018 Q1	$2.01M	Buy	60,627 +6,684	+12%	+$225K	1.74%	13
2017 Q4	$1.8M	Buy	+53,943	New	+$1.77M	1.52%	18

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

PAG

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

Braun-Bostich & Associates's SPMD Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2020, closing a stake of 989 shares — an estimated $32K sold.

Braun-Bostich & Associates first reported a position in SPMD in Q4 2017 and held it in 11 quarters. The position peaked at $3.13M in Q3 2018. 279 funds tracked by Wall St. Rank hold SPMD as of Q4 2020.

Braun-Bostich & Associates reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 989 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2020, an estimated $32K.
Braun-Bostich & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.13M in Q3 2018.
279 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.