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

One Degree Advisors’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	$12.7M	Buy	144,457 +3,231	+2%	+$276K	2.83%	8
2026 Q1	$10.8M	Buy	141,226 +8,063	+6%	+$645K	2.84%	9
2025 Q4	$10.7M	Buy	133,163 +3,143	+2%	+$250K	2.94%	8
2025 Q3	$10.2M	Buy	130,020 +10,925	+9%	+$824K	3.12%	8
2025 Q2	$8.66M	Buy	119,095 +4,125	+4%	+$277K	3.08%	9
2025 Q1	$7.56M	Buy	114,970 +1,025	+0.9%	+$70.9K	3.11%	9
2024 Q4	$8.11M	Sell	113,945 -7,675	-6%	-$532K	3.3%	9
2024 Q3	$8.18M	Sell	121,620 -151	-0.1%	-$9.82K	3.45%	9
2024 Q2	$7.79M	Sell	121,771 -5,268	-4%	-$324K	3.76%	6
2024 Q1	$7.82M	Buy	127,039 +69	+0.1%	+$4.04K	3.89%	7
2023 Q4	$7.36M	Buy	+126,970	New	+$6.65M	3.76%	6

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

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

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

One Degree Advisors's SPYM Position: Q2 2026 in Review

One Degree Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.3% in Q2 2026, buying an estimated $276K and bringing the position to 144,457 shares worth $12.7M. The position accounts for 2.83% of the portfolio, ranked #8.

One Degree Advisors first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

One Degree Advisors held 144,457 shares of State Street SPDR Portfolio S&P 500 ETF worth $12.7M as of Q2 2026.
One Degree Advisors bought 3,231 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $276K.
State Street SPDR Portfolio S&P 500 ETF made up 2.83% of One Degree Advisors's portfolio in Q2 2026, its #8 holding.
One Degree Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on One Degree Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.