CA
SPYM

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

CapWealth 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
Q1 		– Sell
-5,333
Closed -$234K – 102
2020
Q4 		$234K Hold
5,333
– – 0.03% 89
2020
Q3 		$210K Buy
+5,333
New +$208K 0.03% 87

Other funds holding SPYM

Creative Planning
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CapWealth Advisors's SPYM Position: Q1 2021 in Review

CapWealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2021, closing a stake of 5,333 shares — an estimated $234K sold.

CapWealth Advisors first reported a position in SPYM in Q3 2020 and held it in 2 quarters. The position peaked at $234K in Q4 2020. 455 funds tracked by Wall St. Rank hold SPYM as of Q1 2021.

  • CapWealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • CapWealth Advisors sold 5,333 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2021, an estimated $234K.
  • CapWealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 2 quarters.
  • CapWealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $234K in Q4 2020.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2021.

Based on CapWealth Advisors's 13F filing for Q1 2021, filed 3 May 2021.