OWA
SPYM

Octavia Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Octavia Wealth Advisors’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 		– Sell
-2,763
Closed -$211K – 248
2026
Q1 		$211K Buy
+2,763
New +$221K 0.02% 224

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

Octavia Wealth Advisors's SPYM Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 2,763 shares — an estimated $211K sold.

Octavia Wealth Advisors first reported a position in SPYM in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,763 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $211K.
  • Octavia Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2026 and held it in 1 quarter.
  • Octavia Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $211K in Q1 2026.
  • 947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.