Omni 360 Wealth
SPYM icon

Omni 360 Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Omni 360 Wealth’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
Q3 		$18.5M Buy
205,560
+7,483
+4% +$669K 8.36% 1
2026
Q2 		$17.4M Buy
198,077
+21,549
+12% +$1.84M 8.04% 1
2026
Q1 		$13.5M Buy
176,528
+5,798
+3% +$464K 6.97% 2
2025
Q4 		$13.9M Sell
170,730
-3,350
-2% -$266K 7.1% 2
2025
Q3 		$13.6M Buy
174,080
+3,596
+2% +$271K 7.64% 2
2025
Q2 		$12.4M Sell
170,484
-5,582
-3% -$375K 7.69% 2
2025
Q1 		$11.6M Buy
176,066
+6,806
+4% +$471K 7.76% 2
2024
Q4 		$11.7M Sell
169,260
-1,459
-0.9% -$101K 7.76% 2
2024
Q3 		$11.5M Sell
170,719
-1,080
-0.6% -$70.2K 7.91% 1
2024
Q2 		$11M Sell
171,799
-9,026
-5% -$556K 8.35% 1
2024
Q1 		$11.1M Buy
180,825
+9,369
+5% +$549K 9.2% 1
2023
Q4 		$9.6M Buy
+171,456
New +$8.98M 8.95% 1

Other funds holding SPYM

USS Investment Management
USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kedalion Capital Management
Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Omni 360 Wealth's SPYM Position: Q3 2026 in Review

Omni 360 Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.8% in Q3 2026, buying an estimated $669K and bringing the position to 205,560 shares worth $18.5M. The position accounts for 8.36% of the portfolio, ranked #1.

Omni 360 Wealth first reported a position in SPYM in Q4 2023 and has held it in 12 quarters since. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Omni 360 Wealth held 205,560 shares of State Street SPDR Portfolio S&P 500 ETF worth $18.5M as of Q3 2026.
  • Omni 360 Wealth bought 7,483 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $669K.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.36% of Omni 360 Wealth's portfolio in Q3 2026, its #1 holding.
  • Omni 360 Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.