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

Oakworth 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	$15.5K	Buy	176 +4	+2%	+$341	﹤0.01%	637
2026 Q1	$13.2K	Hold	172	–	–	﹤0.01%	631
2025 Q4	$13.8K	Hold	172	–	–	﹤0.01%	618
2025 Q3	$13.5K	Hold	172	–	–	﹤0.01%	604
2025 Q2	$12.5K	Hold	172	–	–	﹤0.01%	481
2025 Q1	$11.3K	Hold	172	–	–	﹤0.01%	502
2024 Q4	$11.9K	Hold	172	–	–	﹤0.01%	496
2024 Q3	$11.6K	Sell	172 -4,102	-96%	-$267K	﹤0.01%	497
2024 Q2	$274K	Buy	4,274 +4,102	+2,385%	+$253K	0.02%	167
2024 Q1	$10.6K	Buy	172 +119	+225%	+$6.97K	﹤0.01%	471
2023 Q4	$2.96K	Hold	53	–	–	﹤0.01%	595
2023 Q3	$2.66K	Buy	+53	New	+$2.77K	﹤0.01%	541

Other funds holding SPYM

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Oakworth Capital's SPYM Position: Q2 2026 in Review

Oakworth Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, buying an estimated $341 and bringing the position to 176 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Oakworth Capital first reported a position in SPYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $274K in Q2 2024. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Oakworth Capital held 176 shares of State Street SPDR Portfolio S&P 500 ETF worth $15.5K as of Q2 2026.
Oakworth Capital bought 4 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $341.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #637 holding.
Oakworth Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Oakworth Capital's State Street SPDR Portfolio S&P 500 ETF position peaked at $274K in Q2 2024.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.