Oregon Pacific Wealth Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Oregon Pacific Wealth Management’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	$4.27M	Buy	48,632 +1,564	+3%	+$133K	4.01%	6
2026 Q1	$3.6M	Sell	47,068 -6,880	-13%	-$550K	3.76%	7
2025 Q4	$4.33M	Buy	53,948 +17,907	+50%	+$1.42M	4.47%	6
2025 Q3	$2.82M	Buy	36,041 +27,308	+313%	+$2.06M	2.44%	9
2025 Q2	$635K	Sell	8,733 -1,242	-12%	-$83.5K	0.6%	44
2025 Q1	$656K	Sell	9,975 -2,463	-20%	-$170K	0.66%	47
2024 Q4	$857K	Buy	+12,438	New	+$862K	0.84%	33

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Oregon Pacific Wealth Management's SPYM Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.3% in Q2 2026, buying an estimated $133K and bringing the position to 48,632 shares worth $4.27M. The position accounts for 4.01% of the portfolio, ranked #6.

Oregon Pacific Wealth Management first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.33M in Q4 2025. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Oregon Pacific Wealth Management held 48,632 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.27M as of Q2 2026.
Oregon Pacific Wealth Management bought 1,564 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $133K.
State Street SPDR Portfolio S&P 500 ETF made up 4.01% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #6 holding.
Oregon Pacific Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.33M in Q4 2025.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.