O3W
SPYM

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
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 		$9.58M Buy
+171,456
New +$8.98M 8.95% 1

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Omni 360 Wealth's SPYM Position: Q2 2026 in Review

Omni 360 Wealth increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 12% in Q2 2026, buying an estimated $1.84M and bringing the position to 198,077 shares worth $17.4M. The position accounts for 8.04% of the portfolio, ranked #1.

Omni 360 Wealth first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Omni 360 Wealth held 198,077 shares of State Street SPDR Portfolio S&P 500 ETF worth $17.4M as of Q2 2026.
  • Omni 360 Wealth bought 21,549 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.84M.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.04% of Omni 360 Wealth's portfolio in Q2 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 11 quarters since.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.