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

Reby Advisors’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	$1.15M	Buy	+28,337	New	+$1.05M	0.3%	27

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

Reby Advisors's SPMD Position: Q4 2020 in Review

Reby Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2020: 28,337 shares worth $1.15M. The stake represents 0.3% of the portfolio and ranks #27 among its holdings.

279 funds tracked by Wall St. Rank hold SPMD as of Q4 2020.

Reby Advisors held 28,337 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.15M as of Q4 2020.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Reby Advisors position in Q4 2020.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.3% of Reby Advisors's portfolio in Q4 2020, its #27 holding.
279 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.