COCM
SPYM

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

Charter Oak 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
2022
Q3 		– Sell
-569
Closed -$25K – 771
2022
Q2 		$25K Hold
569
– – ﹤0.01% 436
2022
Q1 		$30K Buy
+569
New +$29.8K ﹤0.01% 440

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Charter Oak Capital Management's SPYM Position: Q3 2022 in Review

Charter Oak Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2022, closing a stake of 569 shares — an estimated $25K sold.

Charter Oak Capital Management first reported a position in SPYM in Q1 2022 and held it in 2 quarters. The position peaked at $30K in Q1 2022. 629 funds tracked by Wall St. Rank hold SPYM as of Q3 2022.

  • Charter Oak Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 569 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2022, an estimated $25K.
  • Charter Oak Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $30K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.