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

Omnitrust Wealth Management’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	$1.52M	Buy	19,908 +476	+2%	+$38.1K	1.97%	8
2025 Q4	$1.56M	Buy	+19,432	New	+$1.55M	1.98%	11
2025 Q2	$1.61M	Buy	+18,327	New	+$1.23M	1.9%	9

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Omnitrust Wealth Management's SPYM Position: Q1 2026 in Review

Omnitrust Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q1 2026, buying an estimated $38.1K and bringing the position to 19,908 shares worth $1.52M. The position accounts for 1.97% of the portfolio, ranked #8.

Omnitrust Wealth Management first reported a position in SPYM in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q2 2025. 1,604 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Omnitrust Wealth Management held 19,908 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.52M as of Q1 2026.
Omnitrust Wealth Management bought 476 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $38.1K.
State Street SPDR Portfolio S&P 500 ETF made up 1.97% of Omnitrust Wealth Management's portfolio in Q1 2026, its #8 holding.
Omnitrust Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
Omnitrust Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.61M in Q2 2025.
1,604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.