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

Cribstone 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 Q4	–	Sell	-1,500	Closed	-$63K	–	461
2022 Q3	$63K	Hold	1,500	–	–	0.04%	153
2022 Q2	$67K	Hold	1,500	–	–	0.04%	143
2022 Q1	$80K	Hold	1,500	–	–	0.04%	143
2021 Q4	$84K	Buy	+1,500	New	+$81K	0.05%	142

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

Cribstone Capital Management's SPYM Position: Q4 2022 in Review

Cribstone Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2022, closing a stake of 1,500 shares — an estimated $63K sold.

Cribstone Capital Management first reported a position in SPYM in Q4 2021 and held it in 4 quarters. The position peaked at $84K in Q4 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q4 2022.

Cribstone Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Cribstone Capital Management sold 1,500 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2022, an estimated $63K.
Cribstone Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 4 quarters.
Cribstone Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $84K 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 Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.