BOK Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

BOK Financial’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 Q4	–	Sell	-1,240	Closed	-$97.1K	–	1118
2025 Q3	$97.1K	Sell	1,240 -1,098	-47%	-$82.8K	﹤0.01%	769
2025 Q2	$170K	Buy	2,338 +1,240	+113%	+$83.4K	﹤0.01%	714
2025 Q1	$72.2K	Buy	+1,098	New	+$75.9K	﹤0.01%	791
2022 Q1	–	Sell	-4,872	Closed	-$272K	–	1019
2021 Q4	$272K	Sell	4,872 -5,448	-53%	-$294K	﹤0.01%	854
2021 Q3	$521K	Buy	+10,320	New	+$535K	0.01%	721
2021 Q1	$214K	Sell	4,595 -651	-12%	-$29.5K	﹤0.01%	860
2020 Q4	$231K	Sell	5,246 -476	-8%	-$19.9K	﹤0.01%	832
2020 Q3	$225K	Buy	+5,722	New	+$223K	﹤0.01%	782

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOK Financial's SPYM Position: Q4 2025 in Review

BOK Financial sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 1,240 shares — an estimated $97.1K sold.

BOK Financial first reported a position in SPYM in Q3 2020 and held it in 8 quarters. The position peaked at $521K in Q3 2021. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

BOK Financial reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
BOK Financial sold 1,240 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $97.1K.
BOK Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and held it in 8 quarters.
BOK Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $521K in Q3 2021.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on BOK Financial's 13F filing for Q4 2025, filed 3 Feb 2026.