O'Dell Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

O'Dell Group’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 Q3	$70.5M	Buy	900,313 +10,662	+1%	+$804K	15.13%	1
2025 Q2	$64.7M	Buy	889,651 +23,048	+3%	+$1.55M	16.13%	1
2025 Q1	$57M	Sell	866,603 -2,107	-0.2%	-$146K	14.77%	1
2024 Q4	$59.9M	Sell	868,710 -15,243	-2%	-$1.06M	13.5%	1
2024 Q3	$59.7M	Buy	883,953 +40,450	+5%	+$2.63M	13.24%	1
2024 Q2	$51.9M	Hold	843,503	–	–	12.72%	1
2024 Q1	$51.9M	Sell	843,503 -12,591	-1%	-$737K	12.72%	1
2023 Q4	$47.9M	Sell	856,094 -15,247	-2%	-$799K	12.52%	1
2023 Q3	$43.8M	Buy	871,341 +19,774	+2%	+$1.03M	13.34%	1
2023 Q2	$44.4M	Buy	851,567 +1,241	+0.1%	+$61.2K	12.6%	1
2023 Q1	$40.9M	Buy	850,326 +4,304	+0.5%	+$202K	13.19%	1
2022 Q4	$38.1M	Buy	846,022 +8,912	+1%	+$403K	13.45%	1
2022 Q3	$35.1M	Buy	837,110 +26,387	+3%	+$1.23M	12.72%	1
2022 Q2	$35.9M	Buy	810,723 +44,436	+6%	+$2.14M	12.75%	1
2022 Q1	$40.7M	Buy	766,287 +23,922	+3%	+$1.25M	12.02%	1
2021 Q4	$41.4M	Buy	742,365 +9,987	+1%	+$539K	12.08%	1
2021 Q3	$37M	Sell	732,378 -17,051	-2%	-$884K	11.69%	1
2021 Q2	$37.7M	Sell	749,429 -790	-0.1%	-$38.8K	11.95%	1
2021 Q1	$35M	Sell	750,219 -31,091	-4%	-$1.41M	12.25%	1
2020 Q4	$34.3M	Sell	781,310 -31,237	-4%	-$1.3M	13.37%	1
2020 Q3	$32M	Sell	812,547 -13,348	-2%	-$520K	15.5%	1
2020 Q2	$29.9M	Sell	825,895 -7,161	-0.9%	-$246K	15.69%	1
2020 Q1	$25.2M	Buy	833,056 +280,640	+51%	+$10.1M	16.39%	1
2019 Q4	$20.9M	Sell	552,416 -16,524	-3%	-$597K	10.48%	4
2019 Q3	$19.8M	Buy	+568,940	New	+$19.8M	11.1%	3

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

O'Dell Group's SPYM Position: Q3 2025 in Review

O'Dell Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.2% in Q3 2025, buying an estimated $804K and bringing the position to 900,313 shares worth $70.5M. The position accounts for 15.13% of the portfolio, ranked #1.

O'Dell Group first reported a position in SPYM in Q3 2019 and has held it in 25 quarters since. 1,425 funds tracked by Wall St. Rank hold SPYM as of Q3 2025.

O'Dell Group held 900,313 shares of State Street SPDR Portfolio S&P 500 ETF worth $70.5M as of Q3 2025.
O'Dell Group bought 10,662 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2025, an estimated $804K.
State Street SPDR Portfolio S&P 500 ETF made up 15.13% of O'Dell Group's portfolio in Q3 2025, its #1 holding.
O'Dell Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 25 quarters since.
1,425 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2025.

Based on O'Dell Group's 13F filing for Q3 2025, filed 27 Oct 2025.