CFA
SPYM

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

Camarda Financial 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
2019
Q2 		– Sell
-426
Closed -$14K – 574
2019
Q1 		$14K Buy
+426
New +$13.6K 0.03% 165

Other funds holding SPYM

SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Camarda Financial Advisors's SPYM Position: Q2 2019 in Review

Camarda Financial Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2019, closing a stake of 426 shares — an estimated $14K sold.

Camarda Financial Advisors first reported a position in SPYM in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 232 funds tracked by Wall St. Rank hold SPYM as of Q2 2019.

  • Camarda Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 426 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2019, an estimated $14K.
  • Camarda Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and held it in 1 quarter.
  • Camarda Financial Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $14K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2019.

Based on Camarda Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.