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

Syntal Capital Partners’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
2023 Q1	–	Sell	-107,905	Closed	-$4.85M	–	130
2022 Q4	$4.85M	Sell	107,905 -59,341	-35%	-$2.68M	1.92%	10
2022 Q3	$7.02M	Buy	167,246 +146,463	+705%	+$6.84M	2.87%	8
2022 Q2	$921K	Sell	20,783 -33,078	-61%	-$1.59M	0.41%	61
2022 Q1	$2.86M	Buy	53,861 +13,114	+32%	+$687K	1.12%	17
2021 Q4	$2.27M	Sell	40,747 -903	-2%	-$48.8K	0.98%	20
2021 Q3	$2.1M	Buy	+41,650	New	+$2.16M	0.73%	28

Other funds holding SPYM

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

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

SMM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

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

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

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

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

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

WAP

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

Syntal Capital Partners's SPYM Position: Q1 2023 in Review

Syntal Capital Partners sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 107,905 shares — an estimated $4.85M sold.

Syntal Capital Partners first reported a position in SPYM in Q3 2021 and held it in 6 quarters. The position peaked at $7.02M in Q3 2022. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Syntal Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Syntal Capital Partners sold 107,905 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $4.85M.
Syntal Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and held it in 6 quarters.
Syntal Capital Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.02M in Q3 2022.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Syntal Capital Partners's 13F filing for Q1 2023, filed 24 Apr 2023.