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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aptus Capital Advisors's SPYM Position: Q1 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 191% in Q1 2026, buying an estimated $248M and bringing the position to 4,717,961 shares worth $361M. The position accounts for 2.84% of the portfolio, ranked #4.

Aptus Capital Advisors first reported a position in SPYM in Q4 2018 and has held it in 30 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Aptus Capital Advisors held 4,717,961 shares of State Street SPDR Portfolio S&P 500 ETF worth $361M as of Q1 2026.
Aptus Capital Advisors bought 3,097,812 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $248M.
State Street SPDR Portfolio S&P 500 ETF made up 2.84% of Aptus Capital Advisors's portfolio in Q1 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 30 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.