OPS
SPYM

Orion Portfolio Solutions’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$18M Buy
273,770
+289
+0.1% +$20K 0.18% 110
2024
Q4 		$18.9M Buy
273,481
+53,674
+24% +$3.72M 0.19% 107
2024
Q3 		$14.8M Buy
219,807
+846
+0.4% +$55K 0.15% 135
2024
Q2 		$14M Buy
218,961
+25,177
+13% +$1.55M 0.15% 136
2024
Q1 		$11.9M Sell
193,784
-63,376
-25% -$3.71M 0.13% 161
2023
Q4 		$14.4M Buy
257,160
+108,287
+73% +$5.67M 0.17% 129
2023
Q3 		$7.48M Sell
148,873
-10,848
-7% -$567K 0.09% 214
2023
Q2 		$8.32M Buy
159,721
+21,941
+16% +$1.08M 0.09% 225
2023
Q1 		$6.63M Buy
137,780
+15,083
+12% +$708K 0.08% 215
2022
Q4 		$5.52M Buy
122,697
+16,693
+16% +$754K 0.19% 87
2022
Q3 		$4.45M Buy
106,004
+5,575
+6% +$260K 0.18% 90
2022
Q2 		$4.45M Buy
100,429
+9,282
+10% +$447K 0.18% 82
2022
Q1 		$4.84M Buy
91,147
+4,063
+5% +$213K 0.17% 84
2021
Q4 		$4.86M Buy
87,084
+41,238
+90% +$2.23M 0.16% 89
2021
Q3 		$2.31M Buy
45,846
+8,076
+21% +$419K 0.09% 146
2021
Q2 		$1.9M Buy
37,770
+19,830
+111% +$973K 0.07% 150
2021
Q1 		$836K Buy
17,940
+11,770
+191% +$534K 0.04% 234
2020
Q4 		$271K Buy
+6,170
New +$257K 0.01% 416
2020
Q3 		– Sell
-565
Closed -$20K – 1811
2020
Q2 		$20K Buy
565
+42
+8% +$1.44K ﹤0.01% 960
2020
Q1 		$16K Buy
523
+167
+47% +$5.99K ﹤0.01% 914
2019
Q4 		$13K Buy
+356
New +$12.9K ﹤0.01% 925

Other funds holding SPYM

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's SPYM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.11% in Q1 2025, buying an estimated $20K and bringing the position to 273,770 shares worth $18M. The position accounts for 0.18% of the portfolio, ranked #110.

Orion Portfolio Solutions first reported a position in SPYM in Q4 2019 and has held it in 21 quarters since. The position peaked at $18.9M in Q4 2024. 1,290 funds tracked by Wall St. Rank hold SPYM as of Q1 2025.

  • Orion Portfolio Solutions held 273,770 shares of State Street SPDR Portfolio S&P 500 ETF worth $18M as of Q1 2025.
  • Orion Portfolio Solutions bought 289 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2025, an estimated $20K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.18% of Orion Portfolio Solutions's portfolio in Q1 2025, its #110 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio S&P 500 ETF position peaked at $18.9M in Q4 2024.
  • 1,290 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.