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Linscomb Wealth’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Linscomb Wealth’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
-6,766
Closed -$211K – 311
2020
Q2 		$211K Sell
6,766
-54,648
-89% -$1.6M 0.02% 275
2020
Q1 		$1.56M Sell
61,414
-864
-1% -$28.3K 0.14% 98
2019
Q4 		$2.26M Buy
+62,278
New +$2.17M 0.15% 95

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

Linscomb Wealth's SPMD Position: Q3 2020 in Review

Linscomb Wealth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2020, closing a stake of 6,766 shares — an estimated $211K sold.

Linscomb Wealth first reported a position in SPMD in Q4 2019 and held it in 3 quarters. The position peaked at $2.26M in Q4 2019. 232 funds tracked by Wall St. Rank hold SPMD as of Q3 2020.

  • Linscomb Wealth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Linscomb Wealth sold 6,766 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2020, an estimated $211K.
  • Linscomb Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 3 quarters.
  • Linscomb Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.26M 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 Linscomb Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.