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Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in STATE STREET SPDR S&P 500 ETF TRUST CL USD INC

Aptus Capital Advisors, LLC holds 110,759 shares of SPY (STATE STREET SPDR S&P 500 ETF TRUST CL USD INC), worth $82.7M as of 2026-Q2. The position was increased (+11.2% shares). SPY represents 0.6% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$82.7M

Current Shares

110,759

Total Value Change

+$40.1M

Total Shares Change

+36,574

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
110,759
+11.2%
$82.7M0.6%$746.77
47
2026-Q1
Increased
99,584
+10.7%
$64.8M0.5%$680.33
46
2025-Q4
Increased
89,947
+16.0%
$61.3M0.4%$687.01
41
2025-Q3
Decreased
77,565
-7.6%
$51.7M0.4%$661.72
0
2025-Q2
Increased
83,970
+1.8%
$51.9M0.4%$611.40
36
2025-Q1
Decreased
82,467
-1.5%
$46.1M0.5%$550.86
0
2024-Q4
Increased
83,738
+12.9%
$49.2M0.5%$581.39
47
2024-Q3
Increased
74,185
+2.7%
$42.6M0.6%$562.94
42

Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, JANE STREET GROUP, LLC

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