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Marino Stram & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Marino Stram & Associates’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
Q1 		– Sell
-6,847
Closed -$248K – 102
2019
Q4 		$248K Hold
6,847
– – 0.16% 78
2019
Q3 		$232K Hold
6,847
– – 0.16% 77
2019
Q2 		$233K Hold
6,847
– – 0.17% 74
2019
Q1 		$228K Buy
+6,847
New +$224K 0.16% 68

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
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Marino Stram & Associates's SPMD Position: Q1 2020 in Review

Marino Stram & Associates sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 6,847 shares — an estimated $248K sold.

Marino Stram & Associates first reported a position in SPMD in Q1 2019 and held it in 4 quarters. The position peaked at $248K in Q4 2019. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

  • Marino Stram & Associates reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Marino Stram & Associates sold 6,847 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $248K.
  • Marino Stram & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and held it in 4 quarters.
  • Marino Stram & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $248K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2020.

Based on Marino Stram & Associates's 13F filing for Q1 2020, filed 5 May 2020.