MCIA
SPYM

Mountain Capital Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-14,776
Closed -$544K – 114
2020
Q2 		$544K Sell
14,776
-1,098
-7% -$37.8K 0.25% 28
2020
Q1 		$519K Buy
+15,874
New +$570K 0.27% 24

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 $58.2B AUM 22.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mountain Capital Investment Advisors's SPYM Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2020, closing a stake of 14,776 shares — an estimated $544K sold.

Mountain Capital Investment Advisors first reported a position in SPYM in Q1 2020 and held it in 2 quarters. The position peaked at $544K in Q2 2020. 360 funds tracked by Wall St. Rank hold SPYM as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 14,776 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2020, an estimated $544K.
  • Mountain Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $544K in Q2 2020.
  • 360 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.