CIA
SPYM

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

Capital Investment Advisors’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 		$813K Sell
10,618
-78
-0.7% -$6.24K 0.01% 386
2025
Q4 		$858K Buy
10,696
+1,835
+21% +$146K 0.01% 367
2025
Q3 		$694K Buy
8,861
+178
+2% +$13.4K 0.01% 410
2025
Q2 		$631K Sell
8,683
-3,200
-27% -$215K 0.01% 416
2025
Q1 		$781K Buy
11,883
+628
+6% +$43.4K 0.02% 357
2024
Q4 		$776K Buy
11,255
+503
+5% +$34.9K 0.02% 345
2024
Q3 		$726K Buy
10,752
+204
+2% +$13.3K 0.01% 347
2024
Q2 		$675K Buy
10,548
+231
+2% +$14.2K 0.02% 351
2024
Q1 		$635K Buy
10,317
+285
+3% +$16.7K 0.01% 358
2023
Q4 		$561K Sell
10,032
-44
-0.4% -$2.31K 0.01% 362
2023
Q3 		$506K Buy
+10,076
New +$527K 0.01% 355
2023
Q2 		– Sell
-10,042
Closed -$484K – 599
2023
Q1 		$484K Sell
10,042
-756
-7% -$35.5K 0.01% 355
2022
Q4 		$486K Buy
10,798
+4,210
+64% +$190K 0.01% 359
2022
Q3 		$277K Hold
6,588
– – 0.01% 433
2022
Q2 		$292K Hold
6,588
– – 0.01% 435
2022
Q1 		$350K Hold
6,588
– – 0.01% 425
2021
Q4 		$368K Hold
6,588
– – 0.01% 424
2021
Q3 		$332K Hold
6,588
– – 0.01% 425
2021
Q2 		$332K Sell
6,588
-20
-0.3% -$982 0.01% 429
2021
Q1 		$308K Buy
6,608
+20
+0.3% +$907 0.01% 423
2020
Q4 		$290K Buy
6,588
+458
+7% +$19.1K 0.01% 427
2020
Q3 		$241K Hold
6,130
– – 0.01% 430
2020
Q2 		$222K Buy
+6,130
New +$211K 0.01% 438
2020
Q1 		– Sell
-6,130
Closed -$232K – 514
2019
Q4 		$232K Hold
6,130
– – 0.01% 456
2019
Q3 		$214K Buy
+6,130
New +$213K 0.01% 458

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Investment Advisors's SPYM Position: Q1 2026 in Review

Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.73% in Q1 2026, selling an estimated $6.24K and leaving 10,618 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #386.

Capital Investment Advisors first reported a position in SPYM in Q3 2019 and has held it in 25 quarters since. The position peaked at $858K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Capital Investment Advisors held 10,618 shares of State Street SPDR Portfolio S&P 500 ETF worth $813K as of Q1 2026.
  • Capital Investment Advisors sold 78 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $6.24K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #386 holding.
  • Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 25 quarters since.
  • Capital Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $858K in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.