OWA
SPYM

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

One Wealth 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 		$81.4M Buy
926,489
+243,137
+36% +$20.7M 8.99% 1
2026
Q1 		$52.3M Buy
683,352
+102,099
+18% +$8.17M 6.51% 1
2025
Q4 		$46.6M Buy
581,253
+10,164
+2% +$808K 5.7% 1
2025
Q3 		$44.7M Buy
571,089
+27,607
+5% +$2.08M 5.61% 1
2025
Q2 		$39.5M Sell
543,482
-246,117
-31% -$16.6M 5.49% 1
2025
Q1 		$51.9M Sell
789,599
-68,422
-8% -$4.73M 7.75% 1
2024
Q4 		$59.2M Buy
858,021
+2,491
+0.3% +$173K 8.78% 1
2024
Q3 		$57.8M Sell
855,530
-86,081
-9% -$5.6M 8.86% 1
2024
Q2 		$59M Sell
941,611
-84,066
-8% -$5.18M 12.64% 1
2024
Q1 		$63.1M Sell
1,025,677
-232,128
-18% -$13.6M 10.98% 1
2023
Q4 		$70.3M Buy
1,257,805
+99,113
+9% +$5.19M 13.54% 1
2023
Q3 		$58.2M Buy
1,158,692
+162,350
+16% +$8.49M 12.94% 1
2023
Q2 		$51.9M Buy
996,342
+52,497
+6% +$2.59M 10.94% 1
2023
Q1 		$45.4M Sell
943,845
-1,713
-0.2% -$80.4K 10.5% 1
2022
Q4 		$42.5M Buy
945,558
+64,251
+7% +$2.9M 9.71% 1
2022
Q3 		$37M Buy
881,307
+106,824
+14% +$4.99M 12.11% 1
2022
Q2 		$34.3M Buy
774,483
+110,020
+17% +$5.3M 9.2% 1
2022
Q1 		$35.3M Buy
664,463
+232,556
+54% +$12.2M 8.64% 2
2021
Q4 		$24.1M Buy
431,907
+108,864
+34% +$5.88M 6.12% 4
2021
Q3 		$16.3M Buy
323,043
+84,093
+35% +$4.36M 4.78% 5
2021
Q2 		$12M Buy
238,950
+79,702
+50% +$3.91M 3.81% 6
2021
Q1 		$7.42M Buy
159,248
+117,474
+281% +$5.33M 2.85% 10
2020
Q4 		$1.84M Buy
+41,774
New +$1.74M 1% 9

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Creative Planning
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 Wealth Advisors's SPYM Position: Q2 2026 in Review

One Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 36% in Q2 2026, buying an estimated $20.7M and bringing the position to 926,489 shares worth $81.4M. The position accounts for 8.99% of the portfolio, ranked #1.

One Wealth Advisors first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • One Wealth Advisors held 926,489 shares of State Street SPDR Portfolio S&P 500 ETF worth $81.4M as of Q2 2026.
  • One Wealth Advisors bought 243,137 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $20.7M.
  • State Street SPDR Portfolio S&P 500 ETF made up 8.99% of One Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • One Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.