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

Private Capital Group’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 Q2	–	Sell	-284	Closed	-$15K	–	2092
2022 Q1	$15K	Hold	284	–	–	﹤0.01%	1135
2021 Q4	$16K	Hold	284	–	–	﹤0.01%	1133
2021 Q3	$14K	Hold	284	–	–	﹤0.01%	1226
2021 Q2	$14K	Hold	284	–	–	﹤0.01%	1234
2021 Q1	$13K	Hold	284	–	–	﹤0.01%	1219
2020 Q4	$13K	Hold	284	–	–	﹤0.01%	1333
2020 Q3	$11K	Hold	284	–	–	﹤0.01%	1303
2020 Q2	$10K	Hold	284	–	–	﹤0.01%	1354
2020 Q1	$9K	Hold	284	–	–	﹤0.01%	1315
2019 Q4	$10K	Hold	284	–	–	﹤0.01%	1336
2019 Q3	$10K	Hold	284	–	–	﹤0.01%	1477
2019 Q2	$9K	Hold	284	–	–	﹤0.01%	1440
2019 Q1	$9K	Hold	284	–	–	﹤0.01%	1514
2018 Q4	$8K	Hold	284	–	–	﹤0.01%	1478
2018 Q3	$9K	Hold	284	–	–	﹤0.01%	1508
2018 Q2	$9K	Hold	284	–	–	﹤0.01%	1474
2018 Q1	$9K	Sell	284 -10,790	-97%	-$345K	﹤0.01%	1422
2017 Q4	$9	Buy	+11,074	New	+$338K	﹤0.01%	1428

Other funds holding SPYM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Capital Group's SPYM Position: Q2 2022 in Review

Private Capital Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2022, closing a stake of 284 shares — an estimated $15K sold.

Private Capital Group first reported a position in SPYM in Q4 2017 and held it in 18 quarters. The position peaked at $16K in Q4 2021. 620 funds tracked by Wall St. Rank hold SPYM as of Q2 2022.

Private Capital Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 284 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2022, an estimated $15K.
Private Capital Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $16K in Q4 2021.
620 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.