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

Buckingham Strategic Wealth’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
-29,986
Closed -$760K – 469
2020
Q1 		$760K Buy
+29,986
New +$981K 0.07% 200

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

Buckingham Strategic Wealth's SPMD Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 29,986 shares — an estimated $760K sold.

Buckingham Strategic Wealth first reported a position in SPMD in Q1 2020 and held it in 1 quarter. The position peaked at $760K in Q1 2020. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 29,986 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $760K.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $760K in Q1 2020.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.