OAJ
SPYM

Ogorek Anthony Joseph’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Ogorek Anthony Joseph’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 		$0 Hold
1
– – ﹤0.01% 691
2026
Q1 		$0 Sell
1
-498
-100% -$39.8K ﹤0.01% 700
2025
Q4 		$40K Buy
499
+1
+0.2% +$80 0.01% 183
2025
Q3 		$39K Sell
498
-16
-3% -$1.21K 0.01% 187
2025
Q2 		$37K Buy
514
+1
+0.2% +$67 0.01% 190
2025
Q1 		$33K Buy
+513
New +$35.5K 0.01% 205

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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 $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ogorek Anthony Joseph's SPYM Position: Q2 2026 in Review

Ogorek Anthony Joseph held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Ogorek Anthony Joseph first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $40K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Ogorek Anthony Joseph held 1 share of State Street SPDR Portfolio S&P 500 ETF worth $0 as of Q2 2026.
  • Ogorek Anthony Joseph left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #691 holding.
  • Ogorek Anthony Joseph first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's State Street SPDR Portfolio S&P 500 ETF position peaked at $40K in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.