Capital Asset Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Capital Asset Advisory Services’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 Q1	$7.77M	Buy	93,107 +87,253	+1,490%	+$6.98M	0.3%	47
2025 Q4	$477K	Hold	5,854	–	–	0.02%	181
2025 Q3	$459K	Sell	5,854 -6	-0.1%	-$453	0.02%	180
2025 Q2	$426K	Sell	5,860 -106	-2%	-$7.13K	0.02%	187
2025 Q1	$396K	Sell	5,966 -3,323	-36%	-$230K	0.02%	192
2024 Q4	$647K	Sell	9,289 -2,820	-23%	-$195K	0.03%	167
2024 Q3	$816K	Sell	12,109 -8,310	-41%	-$540K	0.04%	155
2024 Q2	$1.33M	Sell	20,419 -121	-0.6%	-$7.45K	0.07%	124
2024 Q1	$1.25M	Sell	20,540 -3,200	-13%	-$187K	0.07%	124
2023 Q4	$1.33M	Sell	23,740 -3,788	-14%	-$198K	0.08%	127
2023 Q3	$1.41M	Buy	27,528 +652	+2%	+$34.1K	0.1%	108
2023 Q2	$1.42M	Sell	26,876 -60	-0.2%	-$2.96K	0.1%	103
2023 Q1	$1.3M	Sell	26,936 -1,939	-7%	-$91K	0.1%	103
2022 Q4	$1.3M	Buy	+28,875	New	+$1.31M	0.1%	106
2021 Q4	–	Sell	-236	Closed	-$12K	–	702
2021 Q3	$12K	Buy	236 +231	+4,620%	+$12K	﹤0.01%	589
2021 Q2	$0	Sell	5 -25	-83%	-$1.23K	﹤0.01%	756
2021 Q1	$1K	Buy	30 +10	+50%	+$453	﹤0.01%	684
2020 Q4	$1K	Buy	+20	New	+$834	﹤0.01%	1557
2020 Q3	–	Sell	-7	Closed	–	–	600
2020 Q2	$0	Buy	+7	New	+$241	﹤0.01%	586

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Asset Advisory Services's SPYM Position: Q1 2026 in Review

Capital Asset Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1,490% in Q1 2026, buying an estimated $6.98M and bringing the position to 93,107 shares worth $7.77M. The position accounts for 0.3% of the portfolio, ranked #47.

Capital Asset Advisory Services first reported a position in SPYM in Q2 2020 and has held it in 19 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Capital Asset Advisory Services held 93,107 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.77M as of Q1 2026.
Capital Asset Advisory Services bought 87,253 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.98M.
State Street SPDR Portfolio S&P 500 ETF made up 0.3% of Capital Asset Advisory Services's portfolio in Q1 2026, its #47 holding.
Capital Asset Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 19 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.