OCPWS
SPYM

One Charles Private Wealth Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

One Charles Private Wealth Services’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 		$282K Buy
+3,214
New +$274K 0.07% 138

Other funds holding SPYM

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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

One Charles Private Wealth Services's SPYM Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 3,214 shares worth $282K. The stake represents 0.07% of the portfolio and ranks #138 among its holdings.

334 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • One Charles Private Wealth Services held 3,214 shares of State Street SPDR Portfolio S&P 500 ETF worth $282K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF was a new One Charles Private Wealth Services position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.07% of One Charles Private Wealth Services's portfolio in Q2 2026, its #138 holding.
  • 334 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.