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Oder Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Oder Investment Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.1M Sell
9,377
-437
-4% -$297K 4.68% 3
2025
Q4 		$6.69M Sell
9,814
-272
-3% -$184K 4.85% 3
2025
Q3 		$6.72M Sell
10,086
-116
-1% -$74.4K 4.82% 3
2025
Q2 		$6.3M Sell
10,202
-412
-4% -$236K 4.76% 3
2025
Q1 		$5.94M Sell
10,614
-163
-2% -$95.8K 5.04% 2
2024
Q4 		$6.32M Sell
10,777
-131
-1% -$77.2K 5.26% 2
2024
Q3 		$6.26M Sell
10,908
-265
-2% -$147K 5.38% 2
2024
Q2 		$6.08M Sell
11,173
-116
-1% -$60.7K 5.51% 2
2024
Q1 		$5.91M Sell
11,289
-68
-0.6% -$33.9K 5.5% 2
2023
Q4 		$5.4M Sell
11,357
-13
-0.1% -$5.79K 5.34% 2
2023
Q3 		$4.86M Hold
11,370
– – 5.26% 2
2023
Q2 		$5.04M Hold
11,370
– – 5.52% 2
2023
Q1 		$4.65M Buy
11,370
+87
+0.8% +$34.7K 5.45% 2
2022
Q4 		$4.31M Buy
11,283
+1
+0% +$384 5.36% 2
2022
Q3 		$4.03M Buy
11,282
+77
+0.7% +$30.6K 4.73% 2
2022
Q2 		$4.23M Buy
11,205
+16
+0.1% +$6.55K 5.2% 2
2022
Q1 		$5.05M Buy
11,189
+8
+0.1% +$3.56K 5.74% 1
2021
Q4 		$5.31M Hold
11,181
– – 7.49% 1
2021
Q3 		$4.8M Sell
11,181
-77
-0.7% -$34K 7.03% 1
2021
Q2 		$4.82M Sell
11,258
-623
-5% -$260K 6.28% 2
2021
Q1 		$4.71M Sell
11,881
-1,407
-11% -$543K 6.44% 2
2020
Q4 		$4.97M Buy
+13,288
New +$4.71M 4.87% 2

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oder Investment Management's SPY Position: Q1 2026 in Review

Oder Investment Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.5% in Q1 2026, selling an estimated $297K and leaving 9,377 shares worth $6.1M. The position accounts for 4.68% of the portfolio, ranked #3.

Oder Investment Management first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.72M in Q3 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Oder Investment Management held 9,377 shares of State Street SPDR S&P 500 ETF Trust worth $6.1M as of Q1 2026.
  • Oder Investment Management sold 437 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $297K.
  • State Street SPDR S&P 500 ETF Trust made up 4.68% of Oder Investment Management's portfolio in Q1 2026, its #3 holding.
  • Oder Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
  • Oder Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $6.72M in Q3 2025.
  • 4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.