LOWM
SPYM

Laurel Oak Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Laurel Oak Wealth Management’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 		$4.02M Sell
45,772
-12,703
-22% -$1.08M 0.59% 38
2026
Q1 		$4.48M Sell
58,475
-29,271
-33% -$2.34M 0.75% 32
2025
Q4 		$7.04M Buy
+87,746
New +$6.98M 1.19% 20

Other funds holding SPYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Laurel Oak Wealth Management's SPYM Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, selling an estimated $1.08M and leaving 45,772 shares worth $4.02M. The position accounts for 0.59% of the portfolio, ranked #38.

Laurel Oak Wealth Management first reported a position in SPYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.04M in Q4 2025. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Laurel Oak Wealth Management held 45,772 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.02M as of Q2 2026.
  • Laurel Oak Wealth Management sold 12,703 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.08M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.59% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Laurel Oak Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.04M in Q4 2025.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.