O'Brien Wealth Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

O'Brien Wealth Partners’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
2025 Q4	$65.2M	Sell	812,351 -5,715	-0.7%	-$455K	8.62%	2
2025 Q3	$64.1M	Sell	818,066 -7,890	-1%	-$595K	8.68%	2
2025 Q2	$60M	Sell	825,956 -51,847	-6%	-$3.49M	9.42%	2
2025 Q1	$57.7M	Buy	877,803 +17,461	+2%	+$1.21M	10.75%	1
2024 Q4	$59.3M	Buy	860,342 +105,180	+14%	+$7.29M	10.69%	2
2024 Q3	$51M	Sell	755,162 -309,828	-29%	-$20.1M	10%	2
2024 Q2	$68.2M	Buy	1,064,990 +1,025,803	+2,618%	+$63.2M	15.32%	1
2024 Q1	$2.41M	Buy	+39,187	New	+$2.29M	0.56%	19

Other funds holding SPYM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

O'Brien Wealth Partners's SPYM Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.7% in Q4 2025, selling an estimated $455K and leaving 812,351 shares worth $65.2M. The position accounts for 8.62% of the portfolio, ranked #2.

O'Brien Wealth Partners first reported a position in SPYM in Q1 2024 and has held it in 8 quarters since. The position peaked at $68.2M in Q2 2024. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

O'Brien Wealth Partners held 812,351 shares of State Street SPDR Portfolio S&P 500 ETF worth $65.2M as of Q4 2025.
O'Brien Wealth Partners sold 5,715 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $455K.
State Street SPDR Portfolio S&P 500 ETF made up 8.62% of O'Brien Wealth Partners's portfolio in Q4 2025, its #2 holding.
O'Brien Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
O'Brien Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $68.2M in Q2 2024.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.