Financial Architects (New Jersey)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-776	Closed	-$24K	–	696
2020 Q2	$24K	Hold	776	–	–	0.01%	520
2020 Q1	$20K	Hold	776	–	–	0.01%	516
2019 Q4	$28K	Hold	776	–	–	0.01%	520
2019 Q3	$26K	Buy	+776	New	+$26.2K	0.01%	545

Other funds holding SPMD

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPGK

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

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

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Financial Architects (New Jersey)'s SPMD Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 776 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in SPMD in Q3 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 776 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $24K.
Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and held it in 4 quarters.
Financial Architects (New Jersey)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $28K in Q4 2019.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.