OPCM
SPYM

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

Osborne Partners Capital 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
2024
Q4 		– Sell
-3,454
Closed -$233K – 227
2024
Q3 		$233K Buy
+3,454
New +$225K 0.01% 209

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Koshinski Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Osborne Partners Capital Management's SPYM Position: Q4 2024 in Review

Osborne Partners Capital Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 3,454 shares — an estimated $233K sold.

Osborne Partners Capital Management first reported a position in SPYM in Q3 2024 and held it in 1 quarter. The position peaked at $233K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

  • Osborne Partners Capital Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Osborne Partners Capital Management sold 3,454 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $233K.
  • Osborne Partners Capital Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and held it in 1 quarter.
  • Osborne Partners Capital Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $233K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Osborne Partners Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.