Capstone Triton Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Capstone Triton Financial Group’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	$2.02M	Sell	23,020 -21,606	-48%	-$1.84M	1.16%	25
2026 Q1	$3.5M	Buy	44,626 +22,372	+101%	+$1.79M	6.1%	2
2025 Q4	$1.79M	Sell	22,254 -263	-1%	-$20.9K	1.18%	28
2025 Q3	$1.76M	Buy	22,517 +73	+0.3%	+$5.51K	1.18%	30
2025 Q2	$1.63M	Buy	+22,444	New	+$1.51M	1.18%	27
2024 Q4	$3.74M	Sell	54,281 -721	-1%	-$50K	2.34%	9
2024 Q3	$3.71M	Buy	55,002 +3,913	+8%	+$254K	2.38%	8
2024 Q2	$3.27M	Buy	51,089 +1,379	+3%	+$84.9K	2.29%	10
2024 Q1	$3.06M	Sell	49,710 -2,274	-4%	-$133K	2.17%	10
2023 Q4	$2.91M	Sell	51,984 -1,843	-3%	-$96.6K	2.12%	10
2023 Q3	$2.71M	Buy	53,827 +1,561	+3%	+$81.7K	1.98%	13
2023 Q2	$2.72M	Buy	52,266 +389	+0.7%	+$19.2K	1.87%	14
2023 Q1	$2.5M	Buy	51,877 +2,651	+5%	+$124K	1.88%	14
2022 Q4	$2.21M	Buy	49,226 +248	+0.5%	+$11.2K	1.78%	17
2022 Q3	$2.06M	Buy	48,978 +1,877	+4%	+$87.7K	1.76%	16
2022 Q2	$2.21M	Buy	+47,101	New	+$2.27M	1.67%	18

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Capstone Triton Financial Group's SPYM Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 48% in Q2 2026, selling an estimated $1.84M and leaving 23,020 shares worth $2.02M. The position accounts for 1.16% of the portfolio, ranked #25.

Capstone Triton Financial Group first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.74M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Capstone Triton Financial Group held 23,020 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.02M as of Q2 2026.
Capstone Triton Financial Group sold 21,606 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.84M.
State Street SPDR Portfolio S&P 500 ETF made up 1.16% of Capstone Triton Financial Group's portfolio in Q2 2026, its #25 holding.
Capstone Triton Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Capstone Triton Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.74M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.