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

Capital Analysts LLC’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	$352M	Buy	4,003,540 +27,833	+0.7%	+$2.37M	8.11%	1
2026 Q1	$304M	Buy	3,975,707 +158,812	+4%	+$12.7M	8%	1
2025 Q4	$306M	Sell	3,816,895 -21,129	-0.6%	-$1.68M	8.47%	1
2025 Q3	$301M	Buy	3,838,024 +65,159	+2%	+$4.92M	8.77%	1
2025 Q2	$274M	Buy	3,772,865 +80,150	+2%	+$5.39M	9.14%	1
2025 Q1	$243M	Buy	3,692,715 +152,143	+4%	+$10.5M	9.06%	1
2024 Q4	$244M	Buy	3,540,572 +9,477	+0.3%	+$657K	9.8%	1
2024 Q3	$238M	Buy	3,531,095 +451,060	+15%	+$29.3M	9.72%	1
2024 Q2	$197M	Buy	3,080,035 +132,335	+4%	+$8.15M	8.71%	1
2024 Q1	$181M	Buy	2,947,700 +159,169	+6%	+$9.32M	8.47%	1
2023 Q4	$156M	Buy	2,788,531 +19,095	+0.7%	+$1M	7.85%	1
2023 Q3	$139M	Buy	2,769,436 +86,524	+3%	+$4.53M	7.74%	1
2023 Q2	$140M	Buy	2,682,912 +509,065	+23%	+$25.1M	7.77%	1
2023 Q1	$105M	Sell	2,173,847 -208,111	-9%	-$9.76M	5.99%	1
2022 Q4	$107M	Buy	2,381,958 +445,638	+23%	+$20.1M	6.54%	2
2022 Q3	$81.3M	Buy	1,936,320 +401,590	+26%	+$18.8M	5.6%	2
2022 Q2	$68M	Sell	1,534,730 -30,072	-2%	-$1.45M	4.73%	2
2022 Q1	$83.1M	Sell	1,564,802 -131,872	-8%	-$6.91M	5.26%	2
2021 Q4	$94.7M	Buy	1,696,674 +27,138	+2%	+$1.47M	5.75%	2
2021 Q3	$84.2M	Buy	1,669,536 +61,367	+4%	+$3.18M	5.53%	2
2021 Q2	$80.9M	Sell	1,608,169 -60,686	-4%	-$2.98M	5.44%	2
2021 Q1	$77.8M	Buy	1,668,855 +25,933	+2%	+$1.18M	5.38%	2
2020 Q4	$72.2M	Buy	1,642,922 +26,840	+2%	+$1.12M	6.34%	2
2020 Q3	$63.6M	Buy	1,616,082 +97,589	+6%	+$3.8M	6.04%	2
2020 Q2	$55M	Buy	1,518,493 +375,188	+33%	+$12.9M	5.78%	2
2020 Q1	$34.6M	Buy	1,143,305 +1,099,863	+2,532%	+$39.5M	4.24%	5
2019 Q4	$1.64M	Buy	43,442 +264	+0.6%	+$9.55K	0.16%	117
2019 Q3	$1.5M	Buy	43,178 +2,189	+5%	+$76.1K	0.16%	118
2019 Q2	$1.42M	Buy	40,989 +32,434	+379%	+$1.1M	0.15%	124
2019 Q1	$284K	Sell	8,555 -24,062	-74%	-$768K	0.03%	192
2018 Q4	$953K	Buy	+32,617	New	+$1.03M	0.13%	139

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 Analysts LLC's SPYM Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.7% in Q2 2026, buying an estimated $2.37M and bringing the position to 4,003,540 shares worth $352M. The position accounts for 8.11% of the portfolio, ranked #1.

Capital Analysts LLC first reported a position in SPYM in Q4 2018 and has held it in 31 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Capital Analysts LLC held 4,003,540 shares of State Street SPDR Portfolio S&P 500 ETF worth $352M as of Q2 2026.
Capital Analysts LLC bought 27,833 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.37M.
State Street SPDR Portfolio S&P 500 ETF made up 8.11% of Capital Analysts LLC's portfolio in Q2 2026, its #1 holding.
Capital Analysts LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.