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

Apella Capital’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 Q3	$3.46M	Sell	37,837 -5,002	-12%	-$447K	0.04%	220
2026 Q2	$3.77M	Buy	42,839 +65	+0.2%	+$5.55K	0.05%	194
2026 Q1	$3.58M	Buy	42,774 +1,775	+4%	+$142K	0.05%	199
2025 Q4	$3.29M	Buy	40,999 +513	+1%	+$40.8K	0.07%	164
2025 Q3	$3.15M	Sell	40,486 -881	-2%	-$66.5K	0.07%	154
2025 Q2	$3.02M	Buy	41,367 +2,466	+6%	+$166K	0.08%	134
2025 Q1	$2.49M	Buy	38,901 +8,130	+26%	+$562K	0.09%	122
2024 Q4	$2.12M	Buy	30,771 +12	+0%	+$832	0.08%	114
2024 Q3	$2.06M	Buy	30,759 +10	+0%	+$650	0.08%	103
2024 Q2	$2.01M	Sell	30,749 -938	-3%	-$57.7K	0.09%	98
2024 Q1	$1.94M	Sell	31,687 -2,729	-8%	-$160K	0.1%	98
2023 Q4	$1.89M	Sell	34,416 -14,306	-29%	-$749K	0.11%	94
2023 Q3	$2.45M	Buy	48,722 +273	+0.6%	+$14.3K	0.17%	74
2023 Q2	$2.52M	Buy	+48,449	New	+$2.39M	0.18%	73
2022 Q4	$1.87M	Buy	+41,526	New	+$1.88M	0.17%	74

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Apella Capital's SPYM Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q3 2026, selling an estimated $447K and leaving 37,837 shares worth $3.46M. The position accounts for 0.04% of the portfolio, ranked #220.

Apella Capital first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.77M in Q2 2026. 589 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Apella Capital held 37,837 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.46M as of Q3 2026.
Apella Capital sold 5,002 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $447K.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Apella Capital's portfolio in Q3 2026, its #220 holding.
Apella Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Apella Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.77M in Q2 2026.
589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.