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

Carroll Financial Associates’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	$5K	Buy	96 +18	+23%	+$972	﹤0.01%	1353
2021 Q3	$3K	Buy	78 +22	+39%	+$1.14K	﹤0.01%	1502
2021 Q2	$2K	Buy	56 +3	+6%	+$147	﹤0.01%	1584
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	1520
2020 Q4	$2K	Hold	53	–	–	﹤0.01%	1408
2020 Q3	$2K	Hold	53	–	–	﹤0.01%	1364
2020 Q2	$1K	Buy	53 +18	+51%	+$619	﹤0.01%	1461
2020 Q1	$1K	Buy	+35	New	+$1.26K	﹤0.01%	1398

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 $58.2B AUM 22.78% 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 $21.8B AUM 28.57% 1-Year Est. Return

Carroll Financial Associates's SPYM Position: Q4 2021 in Review

Carroll Financial Associates increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 23% in Q4 2021, buying an estimated $972 and bringing the position to 96 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Carroll Financial Associates first reported a position in SPYM in Q1 2020 and has held it in 8 quarters since. 593 funds tracked by Wall St. Rank hold SPYM as of Q4 2021.

Carroll Financial Associates held 96 shares of State Street SPDR Portfolio S&P 500 ETF worth $5K as of Q4 2021.
Carroll Financial Associates bought 18 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2021, an estimated $972.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1353 holding.
Carroll Financial Associates first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 8 quarters since.
593 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.