CoreCap Advisors
SPYM icon

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

CoreCap 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
Q3 		$21.2M Buy
236,247
+10,052
+4% +$899K 0.61% 24
2026
Q2 		$19.9M Sell
226,195
-42,153
-16% -$3.6M 0.59% 25
2026
Q1 		$20.5M Buy
268,348
+55,506
+26% +$4.44M 0.7% 22
2025
Q4 		$17.1M Sell
212,842
-177
-0.1% -$14.1K 0.6% 23
2025
Q3 		$16.7M Sell
213,019
-9,816
-4% -$740K 0.61% 23
2025
Q2 		$16.2M Sell
222,835
-3,640
-2% -$245K 0.65% 21
2025
Q1 		$14.9M Buy
226,475
+14,180
+7% +$981K 0.66% 25
2024
Q4 		$14.6M Sell
212,295
-25,066
-11% -$1.74M 0.67% 24
2024
Q3 		$16M Buy
237,361
+15,908
+7% +$1.03M 0.75% 21
2024
Q2 		$14.2M Buy
221,453
+5,771
+3% +$355K 1.47% 9
2024
Q1 		$13.3M Buy
215,682
+1,567
+0.7% +$91.8K 0.7% 23
2023
Q4 		$12M Sell
214,115
-19,527
-8% -$1.02M 0.77% 24
2023
Q3 		$11.7M Buy
233,642
+25,196
+12% +$1.32M 0.85% 22
2023
Q2 		$10.9M Buy
+208,446
New +$10.3M 0.77% 24
2022
Q4 		$7.61M Buy
169,089
+33,518
+25% +$1.51M 0.54% 37
2022
Q3 		$5.69M Buy
135,571
+7,832
+6% +$366K 0.48% 47
2022
Q2 		$5.66M Buy
127,739
+6,272
+5% +$302K 0.44% 46
2022
Q1 		$6.45M Sell
121,467
-6,902
-5% -$361K 0.45% 48
2021
Q4 		$7.17M Buy
+128,369
New +$6.93M 0.48% 42

Other funds holding SPYM

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

CoreCap Advisors's SPYM Position: Q3 2026 in Review

CoreCap Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.4% in Q3 2026, buying an estimated $899K and bringing the position to 236,247 shares worth $21.2M. The position accounts for 0.61% of the portfolio, ranked #24.

CoreCap Advisors first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,403 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • CoreCap Advisors held 236,247 shares of State Street SPDR Portfolio S&P 500 ETF worth $21.2M as of Q3 2026.
  • CoreCap Advisors bought 10,052 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $899K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.61% of CoreCap Advisors's portfolio in Q3 2026, its #24 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,403 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.