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SPY
Showing 8 of 29 quarters

Position history for Aptus Capital Advisors, LLC's holdings in State Street Spdr S&p 500 Etf Trust TR UNIT

Aptus Capital Advisors, LLC holds 99,584 shares of SPY (State Street Spdr S&p 500 Etf Trust TR UNIT), worth $64.8M as of 2026-Q1. The position was increased (+10.7% shares). SPY represents 0.5% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$64.8M

Current Shares

99,584

Total Value Change

+$25.5M

Total Shares Change

+27,372

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
72,212
+4.3%
$39.3M0.7%$534.46
43

Other major holders of SPY: JPMORGAN CHASE & CO

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