CCA
SPYM

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

Clearwater Capital 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
2018
Q2 		– Sell
-561
Closed -$17K – 499
2018
Q1 		$17K Buy
+561
New +$17.9K ﹤0.01% 403

Other funds holding SPYM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Clearwater Capital Advisors's SPYM Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2018, closing a stake of 561 shares — an estimated $17K sold.

Clearwater Capital Advisors first reported a position in SPYM in Q1 2018 and held it in 1 quarter. The position peaked at $17K in Q1 2018. 152 funds tracked by Wall St. Rank hold SPYM as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 561 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2018, an estimated $17K.
  • Clearwater Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $17K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.