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

Capital Investment 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 Q2	$6.03M	Buy	68,616 +11,007	+19%	+$939K	0.37%	58
2026 Q1	$4.41M	Buy	57,609 +5,473	+10%	+$438K	0.32%	72
2025 Q4	$4.18M	Buy	52,136 +2,444	+5%	+$194K	0.3%	80
2025 Q3	$3.89M	Sell	49,692 -5,489	-10%	-$414K	0.31%	78
2025 Q2	$4.01M	Buy	55,181 +5,936	+12%	+$399K	0.33%	74
2025 Q1	$3.24M	Buy	49,245 +19,448	+65%	+$1.35M	0.29%	87
2024 Q4	$2.05M	Buy	29,797 +12,385	+71%	+$858K	0.2%	120
2024 Q3	$1.18M	Buy	17,412 +3,299	+23%	+$215K	0.11%	179
2024 Q2	$903K	Buy	14,113 +1,102	+8%	+$67.8K	0.09%	207
2024 Q1	$801K	Sell	13,011 -317	-2%	-$18.6K	0.09%	224
2023 Q4	$745K	Buy	13,328 +401	+3%	+$21K	0.07%	229
2023 Q3	$650K	Buy	12,927 +4,253	+49%	+$222K	0.06%	230
2023 Q2	$452K	Buy	8,674 +786	+10%	+$38.8K	0.04%	288
2023 Q1	$380K	Sell	7,888 -1,919	-20%	-$90K	0.04%	317
2022 Q4	$441K	Sell	9,807 -67	-0.7%	-$3.03K	0.05%	295
2022 Q3	$415K	Sell	9,874 -1,140	-10%	-$53.2K	0.05%	284
2022 Q2	$488K	Sell	11,014 -6,591	-37%	-$318K	0.06%	264
2022 Q1	$935K	Sell	17,605 -94	-0.5%	-$4.92K	0.1%	179
2021 Q4	$988K	Buy	17,699 +3,186	+22%	+$172K	0.12%	178
2021 Q3	$732K	Sell	14,513 -202	-1%	-$10.5K	0.09%	200
2021 Q2	$741K	Sell	14,715 -316	-2%	-$15.5K	0.09%	209
2021 Q1	$701K	Hold	15,031	–	–	0.1%	197
2020 Q4	$661K	Sell	15,031 -651	-4%	-$27.1K	0.1%	204
2020 Q3	$617K	Sell	15,682 -1,867	-11%	-$72.7K	0.12%	171
2020 Q2	$636K	Sell	17,549 -6,334	-27%	-$218K	0.13%	147
2020 Q1	$722K	Sell	23,883 -77,455	-76%	-$2.78M	0.18%	118
2019 Q4	$3.83M	Buy	101,338 +16,707	+20%	+$604K	1.03%	15
2019 Q3	$2.95M	Buy	84,631 +11,583	+16%	+$403K	0.82%	19
2019 Q2	$2.56M	Buy	73,048 +12,974	+22%	+$440K	0.78%	21
2019 Q1	$2M	Buy	60,074 +13,565	+29%	+$433K	0.74%	20
2018 Q4	$1.36M	Buy	46,509 +7,380	+19%	+$233K	0.58%	34
2018 Q3	$1.33M	Buy	39,129 +7,117	+22%	+$238K	0.62%	40
2018 Q2	$1.02M	Buy	32,012 +870	+3%	+$27.6K	0.51%	47
2018 Q1	$964K	Buy	31,142 +7,709	+33%	+$247K	0.54%	38
2017 Q4	$734K	Buy	+23,433	New	+$715K	0.43%	57

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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 $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Capital Investment Advisory Services's SPYM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 19% in Q2 2026, buying an estimated $939K and bringing the position to 68,616 shares worth $6.03M. The position accounts for 0.37% of the portfolio, ranked #58.

Capital Investment Advisory Services first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Capital Investment Advisory Services held 68,616 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.03M as of Q2 2026.
Capital Investment Advisory Services bought 11,007 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $939K.
State Street SPDR Portfolio S&P 500 ETF made up 0.37% of Capital Investment Advisory Services's portfolio in Q2 2026, its #58 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.