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CapWealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

CapWealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-700
Closed -$432K – 126
2025
Q2 		$432K Buy
+700
New +$400K 0.04% 77

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

CapWealth Advisors's SPY Position: Q3 2026 in Review

CapWealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q3 2026, buying an estimated $594K and bringing the position to 4,126 shares worth $3.15M. The position accounts for 0.24% of the portfolio, ranked #59.

CapWealth Advisors first reported a position in SPY in Q1 2014 and has held it in 50 quarters since. 455 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • CapWealth Advisors held 4,126 shares of State Street SPDR S&P 500 ETF Trust worth $3.15M as of Q3 2026.
  • CapWealth Advisors bought 782 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $594K.
  • State Street SPDR S&P 500 ETF Trust made up 0.24% of CapWealth Advisors's portfolio in Q3 2026, its #59 holding.
  • CapWealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2014 and has held it in 50 quarters since.
  • 455 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.