WKWM
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Walter & Keenan Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Walter & Keenan 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
-6,593
Closed -$239K – 179
2020
Q1 		$239K Buy
+6,593
New +$216K 0.09% 97

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

Walter & Keenan Wealth Management's SPMD Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 6,593 shares — an estimated $239K sold.

Walter & Keenan Wealth Management first reported a position in SPMD in Q1 2020 and held it in 1 quarter. The position peaked at $239K in Q1 2020. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

  • Walter & Keenan 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.
  • Walter & Keenan Wealth Management sold 6,593 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $239K.
  • Walter & Keenan 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.
  • Walter & Keenan Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $239K 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 Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.