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Global Wealth Management Investment Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-77
Closed -$3K – 494
2020
Q3 		$3K Buy
+77
New +$2.53K ﹤0.01% 373

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Global Wealth Management Investment Advisory's SPMD Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2020, closing a stake of 77 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in SPMD in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 279 funds tracked by Wall St. Rank hold SPMD as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 77 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3K in Q3 2020.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.