Capital Advisors Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Capital Advisors Wealth Management's SPY Position: Q1 2026 in Review
Capital Advisors Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q1 2026, buying an estimated $418K and bringing the position to 21,392 shares worth $13.9M. The position accounts for 1.87% of the portfolio, ranked #14.
Capital Advisors Wealth Management first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Capital Advisors Wealth Management held 21,392 shares of State Street SPDR S&P 500 ETF Trust worth $13.9M as of Q1 2026.
- Capital Advisors Wealth Management bought 615 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $418K.
- State Street SPDR S&P 500 ETF Trust made up 1.87% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #14 holding.
- Capital Advisors Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
- Capital Advisors Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $14.2M in Q4 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.