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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ogorek Anthony Joseph's SPYM Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 100% in Q1 2026, selling an estimated $39.8K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Ogorek Anthony Joseph first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $40K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Ogorek Anthony Joseph held 1 share of State Street SPDR Portfolio S&P 500 ETF worth $0 as of Q1 2026.
Ogorek Anthony Joseph sold 498 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $39.8K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #700 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 5 quarters since.
Ogorek Anthony Joseph's State Street SPDR Portfolio S&P 500 ETF position peaked at $40K in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.