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

Aptus Capital Advisors’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	$447M	Buy	5,084,065 +366,104	+8%	+$31.2M	3.06%	4
2026 Q1	$361M	Buy	4,717,961 +3,097,812	+191%	+$248M	2.84%	4
2025 Q4	$130M	Buy	1,620,149 +354,527	+28%	+$28.2M	0.93%	25
2025 Q3	$99.1M	Sell	1,265,622 -73,124	-5%	-$5.52M	0.72%	31
2025 Q2	$97.3M	Sell	1,338,746 -46,535	-3%	-$3.13M	0.79%	30
2025 Q1	$91.1M	Sell	1,385,281 -210,372	-13%	-$14.5M	0.94%	25
2024 Q4	$110M	Buy	1,595,653 +318,463	+25%	+$22.1M	1.15%	17
2024 Q3	$86.2M	Buy	1,277,190 +134,340	+12%	+$8.74M	1.29%	15
2024 Q2	$73.1M	Buy	1,142,850 +131,302	+13%	+$8.08M	1.29%	14
2024 Q1	$62.2M	Buy	1,011,548 +153,115	+18%	+$8.97M	1.16%	19
2023 Q4	$48M	Sell	858,433 -220,158	-20%	-$11.5M	1.31%	13
2023 Q3	$54.2M	Sell	1,078,591 -148,309	-12%	-$7.76M	1.48%	13
2023 Q2	$63.9M	Sell	1,226,900 -34,855	-3%	-$1.72M	1.53%	14
2023 Q1	$60.8M	Buy	1,261,755 +411,660	+48%	+$19.3M	1.63%	13
2022 Q4	$38.2M	Sell	850,095 -36,792	-4%	-$1.66M	1.17%	15
2022 Q3	$37.2M	Buy	886,887 +16,420	+2%	+$767K	0.9%	19
2022 Q2	$38.6M	Buy	870,467 +143,411	+20%	+$6.91M	1%	23
2022 Q1	$38.6M	Sell	727,056 -42,919	-6%	-$2.25M	0.96%	22
2021 Q4	$43M	Buy	769,975 +42,932	+6%	+$2.32M	1.29%	18
2021 Q3	$36.7M	Buy	727,043 +75,129	+12%	+$3.9M	0.95%	29
2021 Q2	$32.8M	Buy	651,914 +27,396	+4%	+$1.34M	0.96%	29
2021 Q1	$29.1M	Buy	624,518 +137,720	+28%	+$6.25M	1.04%	28
2020 Q4	$21.4M	Buy	486,798 +125,032	+35%	+$5.21M	0.98%	26
2020 Q3	$14.2M	Sell	361,766 -19,095	-5%	-$744K	0.76%	32
2020 Q2	$13.8M	Sell	380,861 -35,018	-8%	-$1.2M	0.87%	32
2020 Q1	$12.6M	Sell	415,879 -2,708	-0.6%	-$97.2K	1.09%	14
2019 Q4	$15.8M	Buy	418,587 +221,583	+112%	+$8.01M	1.12%	18
2019 Q3	$6.87M	Sell	197,004 -165,613	-46%	-$5.76M	0.38%	35
2019 Q2	$12.5M	Buy	362,617 +113,752	+46%	+$3.86M	1.76%	14
2019 Q1	$8.27M	Sell	248,865 -377,890	-60%	-$12.1M	1.41%	14
2018 Q4	$18.3M	Buy	+626,755	New	+$19.8M	4.83%	6

Other funds holding SPYM

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

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

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

Aptus Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.8% in Q2 2026, buying an estimated $31.2M and bringing the position to 5,084,065 shares worth $447M. The position accounts for 3.06% of the portfolio, ranked #4.

Aptus Capital Advisors first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,722 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Aptus Capital Advisors held 5,084,065 shares of State Street SPDR Portfolio S&P 500 ETF worth $447M as of Q2 2026.
Aptus Capital Advisors bought 366,104 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $31.2M.
State Street SPDR Portfolio S&P 500 ETF made up 3.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #4 holding.
Aptus Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
1,722 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.