CA
SPYM

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

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
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
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return