Biltmore Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Biltmore Capital Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,970	Closed	-$200K	–	179
2021 Q3	$200K	Buy	+3,970	New	+$206K	0.04%	147
2021 Q1	–	Sell	-5,527	Closed	-$243K	–	141
2020 Q4	$243K	Buy	+5,527	New	+$230K	0.07%	88

Other funds holding SPYM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Biltmore Capital Advisors's SPYM Position: Q4 2021 in Review

Biltmore Capital Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2021, closing a stake of 3,970 shares — an estimated $200K sold.

Biltmore Capital Advisors first reported a position in SPYM in Q4 2020 and held it in 2 quarters. The position peaked at $243K in Q4 2020. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Biltmore Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
Biltmore Capital Advisors sold 3,970 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $200K.
Biltmore Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and held it in 2 quarters.
Biltmore Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $243K in Q4 2020.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.