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

Copperleaf Capital’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 Q4	–	Sell	-17,883	Closed	-$751K	–	79
2022 Q3	$751K	Sell	17,883 -108,843	-86%	-$5.08M	0.81%	37
2022 Q2	$5.62M	Buy	126,726 +1,132	+0.9%	+$54.5K	5.69%	4
2022 Q1	$6.67M	Buy	125,594 +5,792	+5%	+$303K	5.92%	4
2021 Q4	$6.69M	Sell	119,802 -5,963	-5%	-$322K	5.78%	4
2021 Q3	$6.35M	Buy	125,765 +44,765	+55%	+$2.32M	6.11%	3
2021 Q2	$4.08M	Sell	81,000 -583	-0.7%	-$28.6K	3.99%	6
2021 Q1	$3.8M	Sell	81,583 -44,044	-35%	-$2M	4.06%	7
2020 Q4	$5.52M	Buy	125,627 +82,403	+191%	+$3.44M	4.72%	6
2020 Q3	$1.7M	Buy	43,224 +11,496	+36%	+$448K	1.64%	21
2020 Q2	$1.15M	Buy	+31,728	New	+$1.09M	1.19%	29

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Copperleaf Capital's SPYM Position: Q4 2022 in Review

Copperleaf Capital sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 17,883 shares — an estimated $751K sold.

Copperleaf Capital first reported a position in SPYM in Q2 2020 and held it in 10 quarters. The position peaked at $6.69M in Q4 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Copperleaf Capital reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Copperleaf Capital sold 17,883 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $751K.
Copperleaf Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and held it in 10 quarters.
Copperleaf Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.69M in Q4 2021.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2022.

Based on Copperleaf Capital's 13F filing for Q4 2022, filed 10 Feb 2023.