Oppenheimer & Co’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Oppenheimer & Co’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 Q3	–	Sell	-4,779	Closed	-$420K	–	1858
2026 Q2	$420K	Buy	+4,779	New	+$408K	﹤0.01%	1343
2022 Q1	–	Sell	-5,591	Closed	-$312K	–	1578
2021 Q4	$312K	Buy	+5,591	New	+$302K	0.01%	1213

Other funds holding SPYM

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Oppenheimer & Co's SPYM Position: Q3 2026 in Review

Oppenheimer & Co sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026, closing a stake of 4,779 shares — an estimated $420K sold.

Oppenheimer & Co first reported a position in SPYM in Q4 2021 and held it in 2 quarters. The position peaked at $420K in Q2 2026. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Oppenheimer & Co reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q3 2026 after selling out during the quarter.
Oppenheimer & Co sold 4,779 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $420K.
Oppenheimer & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 2 quarters.
Oppenheimer & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $420K in Q2 2026.
845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.