Kays Financial Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kays Financial 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 Q3	$5.21M	Sell	159,803 -14,677	-8%	-$482K	0.84%	18
2020 Q2	$5.45M	Buy	174,480 +4,111	+2%	+$120K	0.95%	17
2020 Q1	$4.32M	Buy	170,369 +23,039	+16%	+$754K	0.89%	18
2019 Q4	$5.34M	Buy	147,330 +6,286	+4%	+$219K	0.94%	19
2019 Q3	$4.78M	Buy	141,044 +4,510	+3%	+$152K	0.88%	19
2019 Q2	$4.65M	Sell	136,534 -4,084	-3%	-$138K	0.85%	20
2019 Q1	$4.69M	Buy	+140,618	New	+$4.6M	0.91%	20
2018 Q4	–	Sell	-5,611	Closed	-$203K	–	110
2018 Q3	$203K	Buy	+5,611	New	+$203K	0.04%	84

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $414M AUM 32.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kays Financial Advisory's SPMD Position: Q3 2020 in Review

Kays Financial Advisory reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.4% in Q3 2020, selling an estimated $482K and leaving 159,803 shares worth $5.21M. The position accounts for 0.84% of the portfolio, ranked #18.

Kays Financial Advisory first reported a position in SPMD in Q3 2018 and has held it in 8 quarters since. The position peaked at $5.45M in Q2 2020. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

Kays Financial Advisory held 159,803 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.21M as of Q3 2020.
Kays Financial Advisory sold 14,677 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $482K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.84% of Kays Financial Advisory's portfolio in Q3 2020, its #18 holding.
Kays Financial Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 8 quarters since.
Kays Financial Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.45M in Q2 2020.
232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.