OBWG
SPYM

Onyx Bridge Wealth Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Onyx Bridge Wealth Group’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 		$1.28M Sell
14,548
-57
-0.4% -$4.86K 0.12% 133
2026
Q1 		$1.12M Sell
14,605
-205
-1% -$16.4K 0.12% 139
2025
Q4 		$1.19M Sell
14,810
-458
-3% -$36.4K 0.13% 130
2025
Q3 		$1.2M Buy
15,268
+4,679
+44% +$353K 0.13% 125
2025
Q2 		$770K Buy
10,589
+2,512
+31% +$169K 0.1% 139
2025
Q1 		$531K Sell
8,077
-1,916
-19% -$133K 0.08% 152
2024
Q4 		$689K Buy
9,993
+1,988
+25% +$138K 0.1% 130
2024
Q3 		$540K Buy
8,005
+448
+6% +$29.1K 0.08% 155
2024
Q2 		$484K Sell
7,557
-38
-0.5% -$2.34K 0.08% 153
2024
Q1 		$454K Buy
7,595
+3,470
+84% +$203K 0.08% 156
2023
Q4 		$231K Buy
+4,125
New +$216K 0.05% 215

Other funds holding SPYM

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Onyx Bridge Wealth Group's SPYM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.39% in Q2 2026, selling an estimated $4.86K and leaving 14,548 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #133.

Onyx Bridge Wealth Group first reported a position in SPYM in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Onyx Bridge Wealth Group held 14,548 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.28M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 57 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.86K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #133 holding.
  • Onyx Bridge Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.