ORG Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

ORG Partners’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
2025 Q4	$11.7K	Sell	146 -181	-55%	-$14.4K	﹤0.01%	945
2025 Q3	$25.6K	Sell	327 -120	-27%	-$9.05K	﹤0.01%	737
2025 Q2	$32.5K	Sell	447 -1,270	-74%	-$85.4K	0.01%	647
2025 Q1	$113K	Buy	1,717 +1,652	+2,542%	+$114K	0.03%	361
2024 Q4	$4.49K	Buy	65 +22	+51%	+$1.52K	﹤0.01%	1015
2024 Q3	$2.9K	Sell	43 -590	-93%	-$38.4K	﹤0.01%	928
2024 Q2	$40.6K	Buy	+633	New	+$39K	0.01%	857
2024 Q1	–	Sell	-1,112	Closed	-$62.2K	–	1021
2023 Q4	$62.2K	Buy	1,112 +623	+127%	+$32.6K	0.01%	480
2023 Q3	$24.6K	Sell	489 -145	-23%	-$7.58K	0.01%	657
2023 Q2	$32.9K	Buy	+634	New	+$31.3K	0.01%	769

Other funds holding SPYM

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Partners's SPYM Position: Q4 2025 in Review

ORG Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 55% in Q4 2025, selling an estimated $14.4K and leaving 146 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

ORG Partners first reported a position in SPYM in Q2 2023 and has held it in 10 quarters since. The position peaked at $113K in Q1 2025. 1,591 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

ORG Partners held 146 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.7K as of Q4 2025.
ORG Partners sold 181 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $14.4K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #945 holding.
ORG Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $113K in Q1 2025.
1,591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.