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

One Capital 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	$2.7M	Buy	35,262 +12,410	+54%	+$993K	0.07%	180
2025 Q4	$1.83M	Buy	22,852 +592	+3%	+$47.1K	0.06%	218
2025 Q3	$1.74M	Sell	22,260 -8,849	-28%	-$667K	0.06%	179
2025 Q2	$2.26M	Sell	31,109 -76,919	-71%	-$5.17M	0.08%	145
2025 Q1	$7.1M	Buy	108,028 +8,259	+8%	+$571K	0.24%	97
2024 Q4	$6.88M	Buy	99,769 +2,620	+3%	+$182K	0.23%	100
2024 Q3	$6.56M	Buy	97,149 +2,501	+3%	+$163K	0.21%	103
2024 Q2	$6.06M	Buy	94,648 +1,908	+2%	+$117K	0.21%	101
2024 Q1	$5.71M	Buy	92,740 +7,094	+8%	+$415K	0.21%	103
2023 Q4	$4.79M	Buy	85,646 +15,518	+22%	+$813K	0.19%	113
2023 Q3	$3.52M	Buy	70,128 +42,243	+151%	+$2.21M	0.16%	120
2023 Q2	$1.45M	Buy	+27,885	New	+$1.38M	0.07%	158

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

One Capital Management's SPYM Position: Q1 2026 in Review

One Capital Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 54% in Q1 2026, buying an estimated $993K and bringing the position to 35,262 shares worth $2.7M. The position accounts for 0.07% of the portfolio, ranked #180.

One Capital Management first reported a position in SPYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.1M in Q1 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

One Capital Management held 35,262 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.7M as of Q1 2026.
One Capital Management bought 12,410 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $993K.
State Street SPDR Portfolio S&P 500 ETF made up 0.07% of One Capital Management's portfolio in Q1 2026, its #180 holding.
One Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
One Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.1M in Q1 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.