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

LVM 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 Q2	–	Sell	-5,650	Closed	-$263K	–	131
2021 Q1	$263K	Sell	5,650 -2,000	-26%	-$90.7K	0.04%	107
2020 Q4	$336K	Sell	7,650 -250	-3%	-$10.4K	0.06%	91
2020 Q3	$311K	Sell	7,900 -100	-1%	-$3.89K	0.06%	87
2020 Q2	$290K	Hold	8,000	–	–	0.06%	85
2020 Q1	$242K	Buy	8,000 +1,000	+14%	+$35.9K	0.06%	87
2019 Q4	$265K	Hold	7,000	–	–	0.05%	98
2019 Q3	$244K	Buy	+7,000	New	+$243K	0.05%	98

Other funds holding SPYM

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LVM Capital Management's SPYM Position: Q2 2021 in Review

LVM Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2021, closing a stake of 5,650 shares — an estimated $263K sold.

LVM Capital Management first reported a position in SPYM in Q3 2019 and held it in 7 quarters. The position peaked at $336K in Q4 2020. 462 funds tracked by Wall St. Rank hold SPYM as of Q2 2021.

LVM Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
LVM Capital Management sold 5,650 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2021, an estimated $263K.
LVM Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and held it in 7 quarters.
LVM Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $336K in Q4 2020.
462 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2021.

Based on LVM Capital Management's 13F filing for Q2 2021, filed 8 Jul 2021.