OLVIG
SPYM

Oliver Lagore Vanvalin Investment Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$9.61M Buy
+146,105
New +$9.82M 3.77% 5
2024
Q4 		$10.2M Buy
148,098
+18,112
+14% +$1.26M 2.61% 5
2024
Q3 		$8.78M Buy
129,986
+2,139
+2% +$139K 2.35% 6
2024
Q2 		$8.18M Buy
127,847
+8,142
+7% +$501K 2.35% 5
2024
Q1 		$7.37M Buy
119,705
+17,059
+17% +$999K 2.16% 7
2023
Q4 		$5.74M Buy
102,646
+47,566
+86% +$2.49M 2.13% 8
2023
Q3 		$2.77M Buy
55,080
+48,357
+719% +$2.53M 1.1% 15
2023
Q2 		$350K Buy
6,723
+5,366
+395% +$265K 0.13% 107
2023
Q1 		$65.3K Buy
1,357
+46
+4% +$2.16K 0.03% 173
2022
Q4 		$59K Sell
1,311
-383
-23% -$17.3K 0.03% 167
2022
Q3 		$71K Sell
1,694
-409
-19% -$19.1K 0.05% 142
2022
Q2 		$93K Buy
2,103
+1,054
+100% +$50.8K 0.05% 135
2022
Q1 		$76K Buy
+1,049
New +$54.9K 0.05% 152

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPYM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2025: 146,105 shares worth $9.61M. The stake represents 3.77% of the portfolio and ranks #5 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SPYM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SPYM in Q1 2022 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2024. 1,370 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 146,105 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.61M as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 ETF made up 3.77% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #5 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $10.2M in Q4 2024.
  • 1,370 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.