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

Capital Advisors Ltd’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	$1.41M	Sell	15,695 -10	-0.1%	-$894	0.14%	98
2026 Q2	$1.38M	Sell	15,705 -229	-1%	-$19.5K	0.14%	102
2026 Q1	$1.22M	Buy	15,934 +3,775	+31%	+$302K	0.14%	103
2025 Q4	$975K	Buy	12,159 +3	+0%	+$239	0.11%	117
2025 Q3	$952K	Sell	12,156 -107	-0.9%	-$8.07K	0.11%	115
2025 Q2	$891K	Buy	12,263 +107	+0.9%	+$7.2K	0.11%	110
2025 Q1	$799K	Hold	12,156	–	–	0.11%	118
2024 Q4	$838K	Hold	12,156	–	–	0.11%	114
2024 Q3	$821K	Hold	12,156	–	–	0.1%	116
2024 Q2	$778K	Hold	12,156	–	–	0.1%	118
2024 Q1	$748K	Hold	12,156	–	–	0.1%	120
2023 Q4	$680K	Buy	+12,156	New	+$637K	0.1%	119

Other funds holding SPYM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advisors Ltd's SPYM Position: Q3 2026 in Review

Capital Advisors Ltd reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.06% in Q3 2026, selling an estimated $894 and leaving 15,695 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #98.

Capital Advisors Ltd first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. 713 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Capital Advisors Ltd held 15,695 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.41M as of Q3 2026.
Capital Advisors Ltd sold 10 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $894.
State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Capital Advisors Ltd's portfolio in Q3 2026, its #98 holding.
Capital Advisors Ltd first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
713 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.