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

Capital Advisors Inc’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	$352K	Buy	+4,009	New	+$342K	0.01%	283

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Capital Advisors Inc opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 4,009 shares worth $352K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings.

1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Capital Advisors Inc held 4,009 shares of State Street SPDR Portfolio S&P 500 ETF worth $352K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Capital Advisors Inc position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #283 holding.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.