KCM
SPYM

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

Karp 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
2021
Q3 		– Sell
-4,036
Closed -$203K – 177
2021
Q2 		$203K Buy
+4,036
New +$198K 0.03% 165

Other funds holding SPYM

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
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Karp Capital Management's SPYM Position: Q3 2021 in Review

Karp Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2021, closing a stake of 4,036 shares — an estimated $203K sold.

Karp Capital Management first reported a position in SPYM in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 491 funds tracked by Wall St. Rank hold SPYM as of Q3 2021.

  • Karp Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2021 after selling out during the quarter.
  • Karp Capital Management sold 4,036 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2021, an estimated $203K.
  • Karp Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and held it in 1 quarter.
  • Karp Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $203K in Q2 2021.
  • 491 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2021.

Based on Karp Capital Management's 13F filing for Q3 2021, filed 26 Oct 2021.