OIS
SPYM

Okabena Investment Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Okabena Investment 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
2025
Q4 		– Sell
-3,951
Closed -$310K – 151
2025
Q3 		$310K Hold
3,951
– – 0.06% 128
2025
Q2 		$287K Hold
3,951
– – 0.06% 121
2025
Q1 		$260K Buy
+3,951
New +$273K 0.07% 119

Other funds holding SPYM

Betterment LLC
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Okabena Investment Services's SPYM Position: Q4 2025 in Review

Okabena Investment Services sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2025, closing a stake of 3,951 shares — an estimated $310K sold.

Okabena Investment Services first reported a position in SPYM in Q1 2025 and held it in 3 quarters. The position peaked at $310K in Q3 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

  • Okabena Investment Services reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Okabena Investment Services sold 3,951 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $310K.
  • Okabena Investment Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 3 quarters.
  • Okabena Investment Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $310K in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Okabena Investment Services's 13F filing for Q4 2025, filed 13 Feb 2026.