John Overdeck’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

John Overdeck’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	$90.1M	Sell	1,025,300 -806,700	-44%	-$68.8M	0.07%	337
2026 Q1	$140M	Buy	1,832,000 +60,500	+3%	+$4.84M	0.11%	202
2025 Q4	$142M	Sell	1,771,500 -1,311,800	-43%	-$104M	0.2%	122
2025 Q3	$242M	Buy	3,083,300 +664,300	+27%	+$50.1M	0.36%	40
2025 Q2	$176M	Sell	2,419,000 -459,700	-16%	-$30.9M	0.31%	79
2025 Q1	$189M	Sell	2,878,700 -558,900	-16%	-$38.7M	0.4%	49
2024 Q4	$237M	Buy	3,437,600 +2,137,200	+164%	+$148M	0.52%	25
2024 Q3	$87.8M	Sell	1,300,400 -834,100	-39%	-$54.2M	0.19%	126
2024 Q2	$137M	Buy	2,134,500 +589,200	+38%	+$36.3M	0.31%	74
2024 Q1	$95.1M	Buy	1,545,300 +192,200	+14%	+$11.3M	0.22%	111
2023 Q4	$75.6M	Buy	1,353,100 +1,024,733	+312%	+$53.7M	0.17%	160
2023 Q3	$16.5M	Buy	328,367 +148,767	+83%	+$7.78M	0.04%	439
2023 Q2	$9.36M	Buy	+179,600	New	+$8.86M	0.02%	670
2023 Q1	–	Sell	-14,100	Closed	-$634K	–	3190
2022 Q4	$634K	Sell	14,100 -43,600	-76%	-$1.97M	﹤0.01%	1922
2022 Q3	$2.42M	Buy	57,700 +4,900	+9%	+$229K	0.01%	1071
2022 Q2	$2.34M	Buy	+52,800	New	+$2.54M	0.01%	1111

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

John Overdeck's SPYM Position: Q2 2026 in Review

John Overdeck reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 44% in Q2 2026, selling an estimated $68.8M and leaving 1,025,300 shares worth $90.1M. The position accounts for 0.07% of the portfolio, ranked #337.

John Overdeck first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $242M in Q3 2025. 1,708 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

John Overdeck held 1,025,300 shares of State Street SPDR Portfolio S&P 500 ETF worth $90.1M as of Q2 2026.
John Overdeck sold 806,700 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $68.8M.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of John Overdeck's portfolio in Q2 2026, its #337 holding.
John Overdeck first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
John Overdeck's State Street SPDR Portfolio S&P 500 ETF position peaked at $242M in Q3 2025.
1,708 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.