VBCG
SPYM

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

Valley Brook 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
2021
Q2 		– Sell
-1,040
Closed -$48K – 377
2021
Q1 		$48K Buy
+1,040
New +$47.2K 0.04% 225

Other funds holding SPYM

Creative Planning
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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

Valley Brook Capital Group's SPYM Position: Q2 2021 in Review

Valley Brook Capital Group sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2021, closing a stake of 1,040 shares — an estimated $48K sold.

Valley Brook Capital Group first reported a position in SPYM in Q1 2021 and held it in 1 quarter. The position peaked at $48K in Q1 2021. 462 funds tracked by Wall St. Rank hold SPYM as of Q2 2021.

  • Valley Brook Capital Group reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,040 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2021, an estimated $48K.
  • Valley Brook Capital Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and held it in 1 quarter.
  • Valley Brook Capital Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $48K in Q1 2021.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.