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

U.S. Capital Wealth 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 Q1	$2.57M	Buy	33,563 +6,560	+24%	+$525K	0.06%	287
2025 Q4	$2.17M	Sell	27,003 -208	-0.8%	-$16.5K	0.06%	322
2025 Q3	$2.13M	Buy	27,211 +64	+0.2%	+$4.83K	0.06%	316
2025 Q2	$1.97M	Sell	27,147 -12,987	-32%	-$873K	0.06%	299
2025 Q1	$2.64M	Sell	40,134 -1,133	-3%	-$78.4K	0.08%	237
2024 Q4	$2.84M	Buy	41,267 +2,173	+6%	+$151K	0.09%	231
2024 Q3	$2.64M	Sell	39,094 -554	-1%	-$36K	0.09%	200
2024 Q2	$2.54M	Buy	39,648 +10,688	+37%	+$658K	0.1%	198
2024 Q1	$1.78M	Sell	28,960 -3,409	-11%	-$200K	0.07%	257
2023 Q4	$1.81M	Buy	32,369 +4,126	+15%	+$216K	0.07%	251
2023 Q3	$1.42M	Buy	28,243 +1,416	+5%	+$74.1K	0.06%	257
2023 Q2	$1.4M	Buy	26,827 +3,640	+16%	+$180K	0.07%	266
2023 Q1	$1.12M	Buy	23,187 +821	+4%	+$38.5K	0.05%	283
2022 Q4	$1.01M	Buy	22,366 +3,065	+16%	+$139K	0.05%	327
2022 Q3	$810K	Buy	19,301 +5,616	+41%	+$262K	0.04%	359
2022 Q2	$607K	Buy	13,685 +8,647	+172%	+$417K	0.03%	427
2022 Q1	$268K	Buy	+5,038	New	+$264K	0.01%	623

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

U.S. Capital Wealth Advisors's SPYM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q1 2026, buying an estimated $525K and bringing the position to 33,563 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #287.

U.S. Capital Wealth Advisors first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.84M in Q4 2024. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

U.S. Capital Wealth Advisors held 33,563 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.57M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,560 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $525K.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #287 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.84M in Q4 2024.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.