BOC
SPYM

Blue Oak Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Blue Oak Capital’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$475K Sell
6,537
-862
-12% -$58K 0.25% 48
2025
Q1 		$487K Sell
7,399
-4,953
-40% -$343K 0.27% 46
2024
Q4 		$852K Buy
+12,352
New +$856K 0.52% 33

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Blue Oak Capital's SPYM Position: Q2 2025 in Review

Blue Oak Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2025, selling an estimated $58K and leaving 6,537 shares worth $475K. The position accounts for 0.25% of the portfolio, ranked #48.

Blue Oak Capital first reported a position in SPYM in Q4 2024 and has held it in 3 quarters since. The position peaked at $852K in Q4 2024. 1,372 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Blue Oak Capital held 6,537 shares of State Street SPDR Portfolio S&P 500 ETF worth $475K as of Q2 2025.
  • Blue Oak Capital sold 862 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $58K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.25% of Blue Oak Capital's portfolio in Q2 2025, its #48 holding.
  • Blue Oak Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $852K in Q4 2024.
  • 1,372 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.