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Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in SPDR PORTFOLIO S&P 500 ETF

Aptus Capital Advisors, LLC holds 5.1M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $446.8M as of 2026-Q2. The position was increased (+7.8% shares). SPYM represents 3.1% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$446.8M

Current Shares

5.1M

Total Value Change

+$360.6M

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.1M
+7.8%
$446.8M3.1%$87.88
62
2026-Q1
Increased
4.7M
+191.2%
$361.1M2.8%$76.33
86
2025-Q4
Increased
1.6M
+28.0%
$130M0.9%$79.80
53
2025-Q3
Decreased
1.3M
-5.5%
$99.1M0.7%$77.70
0
2025-Q2
Decreased
1.3M
-3.4%
$97.3M0.8%$71.88
0
2025-Q1
Decreased
1.4M
-13.2%
$91.1M0.9%$64.83
0
2024-Q4
Increased
1.6M
+24.9%
$110M1.2%$67.75
58
2024-Q3
Increased
1.3M
+11.8%
$86.2M1.3%$66.12
52

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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