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Eubel Brady & Suttman Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Eubel Brady & Suttman Asset Management’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
Q3 		– Sell
-2
Closed – – 301
2021
Q2 		$0 Buy
+2
New +$95 ﹤0.01% 663

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TA
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 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 $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's SPMD Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2021, closing a stake of 2 shares.

Eubel Brady & Suttman Asset Management first reported a position in SPMD in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 2 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021.
  • Eubel Brady & Suttman Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $0 in Q2 2021.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.