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

MBE Wealth Management’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 		– Sell
-75
Closed -$1K – 444
2020
Q1 		$1K Buy
+75
New +$2.45K ﹤0.01% 523

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

MBE Wealth Management's SPMD Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 75 shares — an estimated $1K sold.

MBE Wealth Management first reported a position in SPMD in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 75 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $1K.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1K in Q1 2020.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.