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

Canal Capital Management’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 Q4	–	Sell	-28,095	Closed	-$979K	–	127
2019 Q3	$979K	Sell	28,095 -612	-2%	-$21.3K	0.59%	51
2019 Q2	$992K	Buy	28,707 +6,402	+29%	+$217K	0.6%	52
2019 Q1	$741K	Sell	22,305 -33,715	-60%	-$1.08M	0.47%	63
2018 Q4	$1.64M	Sell	56,020 -2,812	-5%	-$88.7K	1.11%	29
2018 Q3	$2M	Buy	58,832 +34,436	+141%	+$1.15M	1.14%	25
2018 Q2	$778K	Sell	24,396 -11,103	-31%	-$352K	0.43%	64
2018 Q1	$1.1M	Buy	+35,499	New	+$1.14M	0.63%	49

Other funds holding SPYM

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WEPOG

Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Canal Capital Management's SPYM Position: Q4 2019 in Review

Canal Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2019, closing a stake of 28,095 shares — an estimated $979K sold.

Canal Capital Management first reported a position in SPYM in Q1 2018 and held it in 7 quarters. The position peaked at $2M in Q3 2018. 316 funds tracked by Wall St. Rank hold SPYM as of Q4 2019.

Canal Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2019 after selling out during the quarter.
Canal Capital Management sold 28,095 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2019, an estimated $979K.
Canal Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 7 quarters.
Canal Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2M in Q3 2018.
316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2019.

Based on Canal Capital Management's 13F filing for Q4 2019, filed 21 Jan 2020.