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

Bull 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
2026 Q2	$10.2M	Sell	115,774 -1,709	-1%	-$146K	3.39%	7
2026 Q1	$8.99M	Sell	117,483 -818	-0.7%	-$65.4K	3.46%	8
2025 Q4	$9.49M	Sell	118,301 -3,016	-2%	-$240K	3.88%	7
2025 Q3	$9.5M	Sell	121,317 -1,160	-0.9%	-$87.5K	4.04%	7
2025 Q2	$8.9M	Sell	122,477 -6,215	-5%	-$418K	4.06%	8
2025 Q1	$8.46M	Sell	128,692 -8,442	-6%	-$584K	4.61%	6
2024 Q4	$9.45M	Sell	137,134 -11,988	-8%	-$831K	5.26%	6
2024 Q3	$10.1M	Sell	149,122 -6,921	-4%	-$450K	5.78%	6
2024 Q2	$9.99M	Sell	156,043 -21,303	-12%	-$1.31M	6.43%	6
2024 Q1	$10.9M	Buy	177,346 +176,945	+44,126%	+$10.4M	7.31%	6
2023 Q4	$22.4K	Sell	401 -334,724	-100%	-$17.5M	0.01%	28
2023 Q3	$16.8M	Buy	+335,125	New	+$17.5M	18.43%	3
2023 Q1	–	Sell	-639,120	Closed	-$30M	–	30
2022 Q4	$28.7M	Buy	639,120 +211,779	+50%	+$9.57M	24.28%	2
2022 Q3	$17.9M	Buy	427,341 +73,059	+21%	+$3.41M	17.5%	2
2022 Q2	$15.7M	Buy	354,282 +9,105	+3%	+$439K	14.53%	3
2022 Q1	$18.3M	Buy	345,177 +78,340	+29%	+$4.1M	15.03%	1
2021 Q4	$14.9M	Buy	+266,837	New	+$14.4M	13.5%	2

Other funds holding SPYM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Bull Oak Capital's SPYM Position: Q2 2026 in Review

Bull Oak Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.5% in Q2 2026, selling an estimated $146K and leaving 115,774 shares worth $10.2M. The position accounts for 3.39% of the portfolio, ranked #7.

Bull Oak Capital first reported a position in SPYM in Q4 2021 and has held it in 17 quarters since. The position peaked at $28.7M in Q4 2022. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Bull Oak Capital held 115,774 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.2M as of Q2 2026.
Bull Oak Capital sold 1,709 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $146K.
State Street SPDR Portfolio S&P 500 ETF made up 3.39% of Bull Oak Capital's portfolio in Q2 2026, its #7 holding.
Bull Oak Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
Bull Oak Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $28.7M in Q4 2022.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.