ODFS
SPYM

O'Donnell Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

O'Donnell Financial Services’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 		$68.8M Buy
783,367
+17,336
+2% +$1.48M 20.26% 1
2026
Q1 		$58.6M Sell
766,031
-892
-0.1% -$71.3K 20.18% 1
2025
Q4 		$61.5M Buy
766,923
+6,873
+0.9% +$547K 21.03% 1
2025
Q3 		$59.5M Buy
760,050
+33,974
+5% +$2.56M 21.18% 1
2025
Q2 		$52.8M Buy
726,076
+11,576
+2% +$778K 20.25% 1
2025
Q1 		$47M Sell
714,500
-5,983
-0.8% -$414K 19.39% 1
2024
Q4 		$48.2M Sell
720,483
-444
-0.1% -$30.8K 20.17% 1
2024
Q3 		$48.7M Buy
720,927
+13,312
+2% +$866K 19.78% 1
2024
Q2 		$45.3M Buy
707,615
+114,643
+19% +$7.06M 20.12% 1
2024
Q1 		$36.5M Buy
592,972
+588,549
+13,307% +$34.5M 16.7% 1
2023
Q4 		$247K Hold
4,423
– – 0.12% 33
2023
Q3 		$222K Hold
4,423
– – 0.12% 25
2023
Q2 		$230K Hold
4,423
– – 0.14% 21
2023
Q1 		$213K Sell
4,423
-6,588
-60% -$309K 0.38% 16
2022
Q4 		$495K Sell
11,011
-1,355
-11% -$61.2K 4.55% 7
2022
Q3 		$519K Sell
12,366
-32,807
-73% -$1.53M 1.81% 8
2022
Q2 		$2M Sell
45,173
-577,245
-93% -$27.8M 1.64% 10
2022
Q1 		$33.1M Buy
622,418
+3,645
+0.6% +$191K 15.05% 2
2021
Q4 		$32.2M Sell
618,773
-7,640
-1% -$413K 14.86% 2
2021
Q3 		$31.6M Buy
+626,413
New +$32.5M 15.19% 2

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

O'Donnell Financial Services's SPYM Position: Q2 2026 in Review

O'Donnell Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, buying an estimated $1.48M and bringing the position to 783,367 shares worth $68.8M. The position accounts for 20.26% of the portfolio, ranked #1.

O'Donnell Financial Services first reported a position in SPYM in Q3 2021 and has held it in 20 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • O'Donnell Financial Services held 783,367 shares of State Street SPDR Portfolio S&P 500 ETF worth $68.8M as of Q2 2026.
  • O'Donnell Financial Services bought 17,336 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.48M.
  • State Street SPDR Portfolio S&P 500 ETF made up 20.26% of O'Donnell Financial Services's portfolio in Q2 2026, its #1 holding.
  • O'Donnell Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.