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

ORBA 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	$219K	Buy	+2,495	New	+$213K	0.19%	82
2025 Q2	–	Sell	-8,235	Closed	-$542K	–	102
2025 Q1	$542K	Sell	8,235 -25	-0.3%	-$1.73K	0.27%	63
2024 Q4	$569K	Buy	8,260 +135	+2%	+$9.36K	0.3%	57
2024 Q3	$549K	Sell	8,125 -23	-0.3%	-$1.5K	0.28%	60
2024 Q2	$521K	Sell	8,148 -27	-0.3%	-$1.66K	0.27%	61
2024 Q1	$503K	Hold	8,175	–	–	0.28%	56
2023 Q4	$457K	Buy	+8,175	New	+$428K	0.27%	54

Other funds holding SPYM

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ORBA Wealth Advisors's SPYM Position: Q2 2026 in Review

ORBA Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026: 2,495 shares worth $219K. The stake represents 0.19% of the portfolio and ranks #82 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in SPYM as recently as Q1 2025.

ORBA Wealth Advisors first reported a position in SPYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $569K in Q4 2024. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

ORBA Wealth Advisors held 2,495 shares of State Street SPDR Portfolio S&P 500 ETF worth $219K as of Q2 2026.
State Street SPDR Portfolio S&P 500 ETF was a new ORBA Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.19% of ORBA Wealth Advisors's portfolio in Q2 2026, its #82 holding.
ORBA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
ORBA Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $569K in Q4 2024.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.