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Global Financial Private Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Global Financial Private Capital’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 		$4.86M Buy
+155,527
New +$4.54M 0.31% 92

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

Global Financial Private Capital's SPMD Position: Q2 2020 in Review

Global Financial Private Capital opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020: 155,527 shares worth $4.86M. The stake represents 0.31% of the portfolio and ranks #92 among its holdings.

226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • Global Financial Private Capital held 155,527 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.86M as of Q2 2020.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Global Financial Private Capital position in Q2 2020.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Global Financial Private Capital's portfolio in Q2 2020, its #92 holding.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.