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Aptus Capital Advisors, LLC: SPYM position timeline

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

Aptus Capital Advisors, LLC held 5,084,065 SPYM 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 5,084,065 shares
    Change vs previous 13F +366,104 shares

    3.26% of the 13F portfolio, value $446,787,611.

    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 4,717,961 shares
    Change vs previous 13F +3,097,812 shares

    3.04% of the 13F portfolio, value $361,112,705.

    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 1,620,149 shares
    Change vs previous 13F +354,527 shares

    1.1% of the 13F portfolio, value $129,968,342.

    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 1,265,622 shares
    Change vs previous 13F -73,124 shares

    0.91% of the 13F portfolio, value $99,148,848.

    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 1,338,746 shares
    Change vs previous 13F -46,535 shares

    0.96% of the 13F portfolio, value $97,313,413.

    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 1,385,281 shares
    Change vs previous 13F -210,372 shares

    1.03% of the 13F portfolio, value $91,096,086.

    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 1,595,653 shares
    Change vs previous 13F +318,463 shares

    1.31% of the 13F portfolio, value $110,004,317.

    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 1,277,190 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $86,223,096.

    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).