Orin Green Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Orin Green Financial’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	$1.57M	Sell	17,911 -83	-0.5%	-$7.08K	0.58%	28
2026 Q1	$1.38M	Sell	17,994 -360	-2%	-$28.8K	0.56%	30
2025 Q4	$1.47M	Sell	18,354 -488	-3%	-$38.8K	0.59%	29
2025 Q3	$1.48M	Sell	18,842 -121	-0.6%	-$9.13K	0.59%	28
2025 Q2	$1.38M	Hold	18,963	–	–	0.58%	28
2025 Q1	$1.15M	Buy	+18,963	New	+$1.31M	0.54%	29
2024 Q4	–	Sell	-19,076	Closed	-$1.32M	–	30
2024 Q3	$1.29M	Sell	19,076 -186	-1%	-$12.1K	0.56%	31
2024 Q2	$1.23M	Buy	+19,262	New	+$1.19M	0.57%	29
2024 Q1	–	Sell	-16,979	Closed	-$994K	–	32
2023 Q4	$949K	Sell	16,979 -127	-0.7%	-$6.65K	0.47%	34
2023 Q3	$860K	Sell	17,106 -801	-4%	-$41.9K	0.48%	36
2023 Q2	$933K	Sell	17,907 -101	-0.6%	-$4.98K	0.49%	36
2023 Q1	$867K	Sell	18,008 -1,735	-9%	-$81.4K	0.47%	34
2022 Q4	$888K	Buy	19,743 +1,437	+8%	+$64.9K	0.52%	32
2022 Q3	$767K	Sell	18,306 -3,173	-15%	-$148K	0.5%	34
2022 Q2	$970K	Buy	21,479 +1,311	+7%	+$63.2K	0.61%	28
2022 Q1	$1.07M	Buy	20,168 +567	+3%	+$29.7K	0.7%	29
2021 Q4	$1.04M	Sell	19,601 -1,981	-9%	-$107K	0.75%	27
2021 Q3	$1.09M	Buy	21,582 +1,897	+10%	+$98.4K	0.76%	26
2021 Q2	$991K	Buy	19,685 +2,112	+12%	+$104K	0.7%	26
2021 Q1	$819K	Buy	17,573 +2,497	+17%	+$113K	0.67%	30
2020 Q4	$663K	Buy	+15,076	New	+$629K	0.53%	36

Other funds holding SPYM

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

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 $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Orin Green Financial's SPYM Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.46% in Q2 2026, selling an estimated $7.08K and leaving 17,911 shares worth $1.57M. The position accounts for 0.58% of the portfolio, ranked #28.

Orin Green Financial first reported a position in SPYM in Q4 2020 and has held it in 21 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Orin Green Financial held 17,911 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.57M as of Q2 2026.
Orin Green Financial sold 83 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.08K.
State Street SPDR Portfolio S&P 500 ETF made up 0.58% of Orin Green Financial's portfolio in Q2 2026, its #28 holding.
Orin Green Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.