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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 $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Brightworth's SPMD Position: Q2 2020 in Review

Brightworth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 26,236 shares — an estimated $665K sold.

Brightworth first reported a position in SPMD in Q1 2018 and held it in 9 quarters. The position peaked at $808K in Q3 2018. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • Brightworth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Brightworth sold 26,236 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $665K.
  • Brightworth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 9 quarters.
  • Brightworth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $808K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on Brightworth's 13F filing for Q2 2020, filed 22 Jul 2020.