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

Oarsman 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 Q1	$13.4M	Buy	174,534 +9,068	+5%	+$725K	1.66%	12
2025 Q4	$13.3M	Buy	165,466 +11,426	+7%	+$909K	1.72%	14
2025 Q3	$12.1M	Buy	154,040 +8,272	+6%	+$624K	1.69%	14
2025 Q2	$10.6M	Buy	145,768 +6,370	+5%	+$428K	1.66%	14
2025 Q1	$9.17M	Buy	139,398 +6,422	+5%	+$444K	1.65%	14
2024 Q4	$9.17M	Buy	132,976 +27,438	+26%	+$1.9M	1.6%	15
2024 Q3	$7.12M	Sell	105,538 -30,722	-23%	-$2M	1.31%	18
2024 Q2	$8.72M	Buy	136,260 +30,445	+29%	+$1.87M	1.91%	11
2024 Q1	$6.51M	Buy	105,815 +23,533	+29%	+$1.38M	1.56%	15
2023 Q4	$4.6M	Buy	+82,282	New	+$4.31M	1.22%	20

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Oarsman Capital's SPYM Position: Q1 2026 in Review

Oarsman Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.5% in Q1 2026, buying an estimated $725K and bringing the position to 174,534 shares worth $13.4M. The position accounts for 1.66% of the portfolio, ranked #12.

Oarsman Capital first reported a position in SPYM in Q4 2023 and has held it in 10 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Oarsman Capital held 174,534 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.4M as of Q1 2026.
Oarsman Capital bought 9,068 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $725K.
State Street SPDR Portfolio S&P 500 ETF made up 1.66% of Oarsman Capital's portfolio in Q1 2026, its #12 holding.
Oarsman Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.