CPA
SPYM

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
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
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 Performance Advisors's SPYM Position: Q1 2026 in Review

Capital Performance Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.4% in Q1 2026, buying an estimated $4.4M and bringing the position to 803,198 shares worth $61.5M. The position accounts for 4.11% of the portfolio, ranked #4.

Capital Performance Advisors first reported a position in SPYM in Q3 2024 and has held it in 3 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Capital Performance Advisors held 803,198 shares of State Street SPDR Portfolio S&P 500 ETF worth $61.5M as of Q1 2026.
  • Capital Performance Advisors bought 55,051 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.4M.
  • State Street SPDR Portfolio S&P 500 ETF made up 4.11% of Capital Performance Advisors's portfolio in Q1 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 3 quarters since.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.