CCP
SPYM

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

Cardan Capital Partners’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
Q3 		$649K Hold
12,868
– – 0.07% 142
2021
Q2 		$648K Buy
+12,868
New +$632K 0.07% 149

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cardan Capital Partners's SPYM Position: Q3 2021 in Review

Cardan Capital Partners held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2021 at 12,868 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #142.

Cardan Capital Partners first reported a position in SPYM in Q2 2021 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

  • Cardan Capital Partners held 12,868 shares of State Street SPDR Portfolio S&P 500 ETF worth $649K as of Q3 2021.
  • Cardan Capital Partners left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2021.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Cardan Capital Partners's portfolio in Q3 2021, its #142 holding.
  • Cardan Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.