Osaic Holdings’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Osaic Holdings’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	$684M	Buy	7,781,306 +642,527	+9%	+$54.8M	0.8%	13
2026 Q1	$546M	Sell	7,138,779 -332,864	-4%	-$26.6M	0.8%	11
2025 Q4	$599M	Sell	7,471,643 -1,318,338	-15%	-$105M	0.88%	10
2025 Q3	$672M	Buy	8,789,981 +312,015	+4%	+$23.5M	0.94%	10
2025 Q2	$610M	Buy	8,477,966 +441,436	+5%	+$29.7M	1.09%	9
2025 Q1	$529M	Sell	8,036,530 -1,515,079	-16%	-$105M	1.18%	8
2024 Q4	$659M	Buy	9,551,609 +1,755,253	+23%	+$122M	1.48%	6
2024 Q3	$526M	Buy	7,796,356 +238,406	+3%	+$15.5M	1.19%	8
2024 Q2	$484M	Buy	7,557,950 +330,354	+5%	+$20.3M	1.14%	8
2024 Q1	$445M	Sell	7,227,596 -116,428	-2%	-$6.82M	0.99%	12
2023 Q4	$411M	Buy	7,344,024 +83,606	+1%	+$4.38M	0.72%	15
2023 Q3	$365M	Buy	7,260,418 +2,223,585	+44%	+$116M	0.54%	28
2023 Q2	$262M	Buy	5,036,833 +1,224,618	+32%	+$60.4M	0.47%	32
2023 Q1	$184M	Sell	3,812,215 -166,917	-4%	-$7.83M	0.35%	52
2022 Q4	$179M	Sell	3,979,132 -103,588	-3%	-$4.68M	0.36%	42
2022 Q3	$171M	Buy	4,082,720 +498,475	+14%	+$23.3M	0.39%	38
2022 Q2	$159M	Sell	3,584,245 -83,647	-2%	-$4.03M	0.35%	50
2022 Q1	$193M	Sell	3,667,892 -113,949	-3%	-$5.97M	0.38%	43
2021 Q4	$211M	Buy	3,781,841 +1,114,891	+42%	+$60.2M	0.4%	40
2021 Q3	$135M	Buy	2,666,950 +192,127	+8%	+$9.97M	0.28%	70
2021 Q2	$125M	Buy	2,474,823 +123,882	+5%	+$6.08M	0.27%	77
2021 Q1	$110M	Buy	2,350,941 +90,198	+4%	+$4.09M	0.26%	81
2020 Q4	$99.4M	Buy	2,260,743 +306,494	+16%	+$12.8M	0.27%	79
2020 Q3	$76.9M	Buy	1,954,249 +524,624	+37%	+$20.4M	0.23%	92
2020 Q2	$51.8M	Sell	1,429,625 -69,684	-5%	-$2.4M	0.17%	128
2020 Q1	$45.4M	Buy	+1,499,309	New	+$53.8M	0.19%	121

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

Osaic Holdings's SPYM Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9% in Q2 2026, buying an estimated $54.8M and bringing the position to 7,781,306 shares worth $684M. The position accounts for 0.8% of the portfolio, ranked #13.

Osaic Holdings first reported a position in SPYM in Q1 2020 and has held it in 26 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Osaic Holdings held 7,781,306 shares of State Street SPDR Portfolio S&P 500 ETF worth $684M as of Q2 2026.
Osaic Holdings bought 642,527 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $54.8M.
State Street SPDR Portfolio S&P 500 ETF made up 0.8% of Osaic Holdings's portfolio in Q2 2026, its #13 holding.
Osaic Holdings first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.