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

Advisors Capital Management’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
2026 Q2	$715K	Buy	8,131 +1,686	+26%	+$144K	0.01%	382
2026 Q1	$493K	Sell	6,445 -178	-3%	-$14.2K	0.01%	397
2025 Q4	$531K	Buy	6,623 +4	+0.1%	+$318	0.01%	387
2025 Q3	$519K	Sell	6,619 -162	-2%	-$12.2K	0.01%	384
2025 Q2	$493K	Sell	6,781 -67	-1%	-$4.5K	0.01%	379
2025 Q1	$450K	Buy	6,848 +468	+7%	+$32.4K	0.01%	379
2024 Q4	$440K	Sell	6,380 -3,584	-36%	-$248K	0.01%	391
2024 Q3	$673K	Buy	9,964 +6,235	+167%	+$405K	0.01%	331
2024 Q2	$239K	Buy	+3,729	New	+$230K	﹤0.01%	449
2022 Q2	–	Sell	-8,232	Closed	-$437K	–	456
2022 Q1	$437K	Buy	+8,232	New	+$431K	0.01%	322

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Advisors Capital Management's SPYM Position: Q2 2026 in Review

Advisors Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q2 2026, buying an estimated $144K and bringing the position to 8,131 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #382.

Advisors Capital Management first reported a position in SPYM in Q1 2022 and has held it in 10 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Advisors Capital Management held 8,131 shares of State Street SPDR Portfolio S&P 500 ETF worth $715K as of Q2 2026.
Advisors Capital Management bought 1,686 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $144K.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #382 holding.
Advisors Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 10 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.