GFPC
SPYM

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

Global Financial Private 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
2020
Q2 		$26.2M Buy
+724,050
New +$24.9M 1.65% 13

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

Global Financial Private Capital's SPYM Position: Q2 2020 in Review

Global Financial Private Capital opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2020: 724,050 shares worth $26.2M. The stake represents 1.65% of the portfolio and ranks #13 among its holdings.

340 funds tracked by Wall St. Rank hold SPYM as of Q2 2020.

  • Global Financial Private Capital held 724,050 shares of State Street SPDR Portfolio S&P 500 ETF worth $26.2M as of Q2 2020.
  • State Street SPDR Portfolio S&P 500 ETF was a new Global Financial Private Capital position in Q2 2020.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.65% of Global Financial Private Capital's portfolio in Q2 2020, its #13 holding.
  • 340 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.