BOC
SPYM

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
2023
Q3 		– Sell
-367,478
Closed -$19.1M – 96
2023
Q2 		$19.1M Sell
367,478
-25,074
-6% -$1.24M 14.01% 4
2023
Q1 		$18.9M Buy
+392,552
New +$18.4M 14.62% 3

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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. 1,725 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.
  • 1,725 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.