Rowland Carmichael Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Rowland Carmichael 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 Q4	$5.53M	Buy	125,815 +30,891	+33%	+$1.29M	1.75%	10
2020 Q3	$3.73M	Buy	94,924 +2,057	+2%	+$80.1K	1.46%	10
2020 Q2	$3.37M	Sell	92,867 -27,688	-23%	-$952K	1.43%	11
2020 Q1	$3.65M	Buy	120,555 +26,957	+29%	+$967K	1.86%	7
2019 Q4	$3.54M	Sell	93,598 -3,376	-3%	-$122K	1.22%	13
2019 Q3	$3.38M	Buy	96,974 +15,806	+19%	+$549K	1.16%	14
2019 Q2	$2.8M	Buy	81,168 +26,110	+47%	+$885K	0.97%	17
2019 Q1	$1.83M	Buy	+55,058	New	+$1.76M	0.67%	23
2016 Q2	–	Sell	-4	Closed	–	–	311
2016 Q1	$0	Buy	+4	New	+$91	﹤0.01%	213

Other funds holding SPYM

SMM

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

WAP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Rowland Carmichael Advisors's SPYM Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 33% in Q4 2020, buying an estimated $1.29M and bringing the position to 125,815 shares worth $5.53M. The position accounts for 1.75% of the portfolio, ranked #10.

Rowland Carmichael Advisors first reported a position in SPYM in Q1 2016 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold SPYM as of Q4 2020.

Rowland Carmichael Advisors held 125,815 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.53M as of Q4 2020.
Rowland Carmichael Advisors bought 30,891 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2020, an estimated $1.29M.
State Street SPDR Portfolio S&P 500 ETF made up 1.75% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #10 holding.
Rowland Carmichael Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2016 and has held it in 9 quarters since.
423 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.