Silver Oak Securities’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Silver Oak Securities’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 Q1	$4.32M	Sell	56,401 -33,272	-37%	-$2.66M	0.32%	66
2025 Q4	$7.25M	Sell	89,673 -3,345	-4%	-$266K	0.49%	46
2025 Q3	$7.29M	Buy	93,018 +3,334	+4%	+$251K	0.55%	40
2025 Q2	$6.52M	Sell	89,684 -29,207	-25%	-$1.96M	0.53%	43
2025 Q1	$7.77M	Buy	118,891 +12,056	+11%	+$834K	0.71%	29
2024 Q4	$7.39M	Buy	106,835 +10,724	+11%	+$743K	0.69%	31
2024 Q3	$6.3M	Buy	96,111 +32,765	+52%	+$2.13M	0.67%	35
2024 Q2	$4.05M	Buy	63,346 +4,410	+7%	+$272K	0.61%	45
2024 Q1	$3.63M	Buy	58,936 +3,056	+5%	+$179K	0.55%	41
2023 Q4	$3.12M	Buy	55,880 +15,132	+37%	+$793K	0.42%	54
2023 Q3	$2.05M	Sell	40,748 -55,623	-58%	-$2.91M	0.45%	45
2023 Q2	$5.02M	Buy	96,371 +2,602	+3%	+$128K	0.81%	25
2023 Q1	$4.51M	Buy	93,769 +5,912	+7%	+$277K	0.74%	28
2022 Q4	$3.95M	Buy	87,857 +47,109	+116%	+$2.13M	0.74%	30
2022 Q3	$2.05M	Sell	40,748 -12,110	-23%	-$565K	0.45%	45
2022 Q2	$2.46M	Buy	52,858 +34,794	+193%	+$1.68M	0.55%	33
2022 Q1	$951K	Buy	+18,064	New	+$946K	0.19%	111

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Silver Oak Securities's SPYM Position: Q1 2026 in Review

Silver Oak Securities reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 37% in Q1 2026, selling an estimated $2.66M and leaving 56,401 shares worth $4.32M. The position accounts for 0.32% of the portfolio, ranked #66.

Silver Oak Securities first reported a position in SPYM in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.77M in Q1 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Silver Oak Securities held 56,401 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.32M as of Q1 2026.
Silver Oak Securities sold 33,272 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.66M.
State Street SPDR Portfolio S&P 500 ETF made up 0.32% of Silver Oak Securities's portfolio in Q1 2026, its #66 holding.
Silver Oak Securities first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
Silver Oak Securities's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.77M in Q1 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.