CIAS
SPYM

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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 912 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.
  • 912 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.