AC
SPYM

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
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

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Apella Capital's SPYM Position: Q2 2026 in Review

Apella Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.15% in Q2 2026, buying an estimated $5.55K and bringing the position to 42,839 shares worth $3.77M. The position accounts for 0.05% of the portfolio, ranked #194.

Apella Capital first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. 448 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Apella Capital held 42,839 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.77M as of Q2 2026.
  • Apella Capital bought 65 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $5.55K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Apella Capital's portfolio in Q2 2026, its #194 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 448 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.