B
SPMD icon

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

Brightworth’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
Q2 		– Sell
-26,236
Closed -$665K – 83
2020
Q1 		$665K Buy
26,236
+4,041
+18% +$132K 0.12% 53
2019
Q4 		$804K Buy
22,195
+1,582
+8% +$55.1K 0.15% 56
2019
Q3 		$699K Buy
20,613
+590
+3% +$19.9K 0.15% 55
2019
Q2 		$682K Sell
20,023
-2,037
-9% -$68.6K 0.14% 55
2019
Q1 		$735K Sell
22,060
-917
-4% -$30K 0.15% 57
2018
Q4 		$676K Buy
22,977
+617
+3% +$20.1K 0.16% 55
2018
Q3 		$808K Buy
22,360
+815
+4% +$29.5K 0.18% 49
2018
Q2 		$751K Buy
21,545
+3,300
+18% +$114K 0.18% 50
2018
Q1 		$605K Buy
+18,245
New +$615K 0.14% 59

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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