CRCM
SPYM

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

Corbett Road 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
2020
Q2 		– Sell
-34,773
Closed -$1.05M – 120
2020
Q1 		$1.05M Buy
+34,773
New +$1.25M 1.5% 21

Other funds holding SPYM

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Corbett Road Capital Management's SPYM Position: Q2 2020 in Review

Corbett Road Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020, closing a stake of 34,773 shares — an estimated $1.05M sold.

Corbett Road Capital Management first reported a position in SPYM in Q1 2020 and held it in 1 quarter. The position peaked at $1.05M in Q1 2020. 340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

  • Corbett Road Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
  • Corbett Road Capital Management sold 34,773 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2020, an estimated $1.05M.
  • Corbett Road Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 1 quarter.
  • Corbett Road Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.05M in Q1 2020.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Corbett Road Capital Management's 13F filing for Q2 2020, filed 23 Jul 2020.