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

Fortis Capital 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	$602K	Sell	6,854 -2,850	-29%	-$243K	0.07%	225
2026 Q1	$743K	Sell	9,704 -6,034	-38%	-$483K	0.1%	181
2025 Q4	$1.26M	Buy	15,738 +396	+3%	+$31.5K	0.19%	87
2025 Q3	$1.2M	Buy	+15,342	New	+$1.16M	0.19%	84
2023 Q1	–	Sell	-20	Closed	-$900	–	758
2022 Q4	$900	Buy	+20	New	+$904	﹤0.01%	618

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fortis Capital Advisors's SPYM Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 29% in Q2 2026, selling an estimated $243K and leaving 6,854 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #225.

Fortis Capital Advisors first reported a position in SPYM in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Fortis Capital Advisors held 6,854 shares of State Street SPDR Portfolio S&P 500 ETF worth $602K as of Q2 2026.
Fortis Capital Advisors sold 2,850 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $243K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #225 holding.
Fortis Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 5 quarters since.
Fortis Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.26M in Q4 2025.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.