Aspire Private Capital
SPYM icon

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

Aspire Private 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 		$8.6M Buy
95,824
+1,979
+2% +$177K 1.79% 15
2026
Q2 		$8.25M Buy
93,845
+3,392
+4% +$289K 1.7% 15
2026
Q1 		$6.92M Sell
90,453
-1,779
-2% -$142K 1.56% 16
2025
Q4 		$7.4M Sell
92,232
-876
-0.9% -$69.7K 1.65% 15
2025
Q3 		$7.29M Buy
93,108
+2,224
+2% +$168K 1.6% 16
2025
Q2 		$6.61M Buy
90,884
+456
+0.5% +$30.7K 1.54% 16
2025
Q1 		$5.95M Sell
90,428
-3,668
-4% -$254K 1.48% 15
2024
Q4 		$6.49M Buy
94,096
+3,612
+4% +$250K 1.61% 15
2024
Q3 		$6.11M Buy
90,484
+1,444
+2% +$93.9K 1.45% 14
2024
Q2 		$5.7M Buy
89,040
+5,602
+7% +$345K 1.47% 15
2024
Q1 		$5.13M Buy
83,438
+26,151
+46% +$1.53M 1.35% 18
2023
Q4 		$3.2M Buy
57,287
+23,037
+67% +$1.21M 0.95% 26
2023
Q3 		$1.72M Buy
34,250
+27,348
+396% +$1.43M 0.56% 35
2023
Q2 		$360K Buy
6,902
+3,396
+97% +$168K 0.11% 105
2023
Q1 		$169K Sell
3,506
-28
-0.8% -$1.31K 0.06% 140
2022
Q4 		$159K Sell
3,534
-412
-10% -$18.6K 0.06% 137
2022
Q3 		$166K Sell
3,946
-745
-16% -$34.8K 0.06% 129
2022
Q2 		$208K Sell
4,691
-2,934
-38% -$141K 0.07% 122
2022
Q1 		$405K Sell
7,625
-3,538
-32% -$185K 0.13% 101
2021
Q4 		$623K Sell
11,163
-78
-0.7% -$4.21K 0.19% 72
2021
Q3 		$567K Sell
11,241
-5,276
-32% -$274K 0.19% 68
2021
Q2 		$831K Sell
16,517
-313,217
-95% -$15.4M 0.27% 50
2021
Q1 		$15.4M Sell
329,734
-28,360
-8% -$1.29M 5.38% 2
2020
Q4 		$15.7M Sell
358,094
-61,674
-15% -$2.57M 6.01% 2
2020
Q3 		$16.5M Buy
419,768
+151,753
+57% +$5.91M 6.76% 2
2020
Q2 		$9.7M Buy
+268,015
New +$9.22M 4.52% 4

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Aspire Private Capital's SPYM Position: Q3 2026 in Review

Aspire Private Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.1% in Q3 2026, buying an estimated $177K and bringing the position to 95,824 shares worth $8.6M. The position accounts for 1.79% of the portfolio, ranked #15.

Aspire Private Capital first reported a position in SPYM in Q2 2020 and has held it in 26 quarters since. The position peaked at $16.5M in Q3 2020. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Aspire Private Capital held 95,824 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.6M as of Q3 2026.
  • Aspire Private Capital bought 1,979 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $177K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.79% of Aspire Private Capital's portfolio in Q3 2026, its #15 holding.
  • Aspire Private Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 26 quarters since.
  • Aspire Private Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $16.5M in Q3 2020.
  • 1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Aspire Private Capital's 13F filing for Q3 2026, filed 5 Nov 2026.