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Aptus Capital Advisors, LLC: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on SPY, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 110,759 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,759 shares
    Change vs previous 13F +11,175 shares

    0.6% of the 13F portfolio, value $82,712,823.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,584 shares
    Change vs previous 13F +9,637 shares

    0.54% of the 13F portfolio, value $64,764,766.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,947 shares
    Change vs previous 13F +12,382 shares

    0.52% of the 13F portfolio, value $61,337,981.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,565 shares
    Change vs previous 13F -6,405 shares

    0.47% of the 13F portfolio, value $51,673,424.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,970 shares
    Change vs previous 13F +1,503 shares

    0.51% of the 13F portfolio, value $51,882,184.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 82,467 shares
    Change vs previous 13F -1,271 shares

    0.52% of the 13F portfolio, value $46,130,966.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,738 shares
    Change vs previous 13F +9,553 shares

    0.59% of the 13F portfolio, value $49,232,948.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,185 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $42,564,386.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).