OC
SPYM

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
2022
Q1 		– Sell
-5,591
Closed -$312K – 1578
2021
Q4 		$312K Buy
+5,591
New +$302K 0.01% 1213

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Oppenheimer & Co's SPYM Position: Q1 2022 in Review

Oppenheimer & Co sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2022, closing a stake of 5,591 shares — an estimated $312K sold.

Oppenheimer & Co first reported a position in SPYM in Q4 2021 and held it in 1 quarter. The position peaked at $312K in Q4 2021. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

  • Oppenheimer & Co reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 5,591 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $312K.
  • Oppenheimer & Co first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Oppenheimer & Co's State Street SPDR Portfolio S&P 500 ETF position peaked at $312K in Q4 2021.
  • 615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.