CA
SPYM

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
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

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CoreCap Advisors's SPYM Position: Q2 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 16% in Q2 2026, selling an estimated $3.6M and leaving 226,195 shares worth $19.9M. The position accounts for 0.59% of the portfolio, ranked #25.

CoreCap Advisors first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.5M in Q1 2026. 891 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • CoreCap Advisors held 226,195 shares of State Street SPDR Portfolio S&P 500 ETF worth $19.9M as of Q2 2026.
  • CoreCap Advisors sold 42,153 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.6M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.59% of CoreCap Advisors's portfolio in Q2 2026, its #25 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $20.5M in Q1 2026.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.