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 $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bull Oak Capital's SPYM Position: Q1 2026 in Review

Bull Oak Capital reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.69% in Q1 2026, selling an estimated $65.4K and leaving 117,483 shares worth $8.99M. The position accounts for 3.46% of the portfolio, ranked #8.

Bull Oak Capital first reported a position in SPYM in Q4 2021 and has held it in 16 quarters since. The position peaked at $28.7M in Q4 2022. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Bull Oak Capital held 117,483 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.99M as of Q1 2026.
  • Bull Oak Capital sold 818 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $65.4K.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.46% of Bull Oak Capital's portfolio in Q1 2026, its #8 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 16 quarters since.
  • Bull Oak Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $28.7M in Q4 2022.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.