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

Capital Performance 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 Q2	$74M	Buy	842,270 +39,072	+5%	+$3.33M	4.77%	4
2026 Q1	$61.5M	Buy	803,198 +55,051	+7%	+$4.4M	4.11%	4
2025 Q4	$60M	Buy	+748,147	New	+$59.5M	4.25%	4
2024 Q4	–	Sell	-20	Closed	-$1.34K	–	2324
2024 Q3	$1.34K	Buy	+20	New	+$1.3K	﹤0.01%	1765

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 Performance Advisors's SPYM Position: Q2 2026 in Review

Capital Performance Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.9% in Q2 2026, buying an estimated $3.33M and bringing the position to 842,270 shares worth $74M. The position accounts for 4.77% of the portfolio, ranked #4.

Capital Performance Advisors first reported a position in SPYM in Q3 2024 and has held it in 4 quarters since. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Capital Performance Advisors held 842,270 shares of State Street SPDR Portfolio S&P 500 ETF worth $74M as of Q2 2026.
Capital Performance Advisors bought 39,072 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.33M.
State Street SPDR Portfolio S&P 500 ETF made up 4.77% of Capital Performance Advisors's portfolio in Q2 2026, its #4 holding.
Capital Performance Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 4 quarters since.
1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.