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

Capital Advantage’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	$21.8M	Buy	247,625 +7,011	+3%	+$598K	2.66%	12
2026 Q1	$18.4M	Buy	240,614 +7,983	+3%	+$639K	2.41%	13
2025 Q4	$18.7M	Buy	232,631 +25,391	+12%	+$2.02M	2.52%	13
2025 Q3	$16.2M	Buy	207,240 +9,534	+5%	+$719K	2.44%	12
2025 Q2	$14.4M	Buy	197,706 +18,089	+10%	+$1.22M	2.28%	13
2025 Q1	$12.4M	Hold	179,617	–	–	2.26%	15
2024 Q4	$12.4M	Buy	179,617 +29,907	+20%	+$2.07M	2.26%	15
2024 Q3	$10.1M	Buy	149,710 +30,280	+25%	+$1.97M	1.94%	15
2024 Q2	$7.8M	Buy	119,430 +65,660	+122%	+$4.04M	1.6%	16
2024 Q1	$3.3M	Buy	+53,770	New	+$3.15M	0.67%	25

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

Capital Advantage's SPYM Position: Q2 2026 in Review

Capital Advantage increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.9% in Q2 2026, buying an estimated $598K and bringing the position to 247,625 shares worth $21.8M. The position accounts for 2.66% of the portfolio, ranked #12.

Capital Advantage first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,721 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Capital Advantage held 247,625 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.8M as of Q2 2026.
Capital Advantage bought 7,011 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $598K.
State Street SPDR Portfolio S&P 500 ETF made up 2.66% of Capital Advantage's portfolio in Q2 2026, its #12 holding.
Capital Advantage first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,721 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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