SkyOak Wealth’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

SkyOak Wealth’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	$16.7M	Sell	189,822 -1,590	-0.8%	-$136K	2.73%	9
2026 Q1	$14.7M	Buy	191,412 +1,670	+0.9%	+$134K	2.68%	9
2025 Q4	$15.2M	Sell	189,742 -4,889	-3%	-$389K	2.74%	8
2025 Q3	$15.2M	Sell	194,631 -4,888	-2%	-$369K	2.88%	7
2025 Q2	$14.5M	Buy	199,519 +475	+0.2%	+$31.9K	2.91%	7
2025 Q1	$13.1M	Sell	199,044 -1,572	-0.8%	-$109K	2.87%	7
2024 Q4	$13.8M	Buy	200,616 +596	+0.3%	+$41.3K	2.96%	7
2024 Q3	$13.5M	Sell	200,020 -1,180	-0.6%	-$76.7K	2.99%	7
2024 Q2	$12.9M	Buy	201,200 +1,631	+0.8%	+$100K	3.01%	7
2024 Q1	$12.3M	Sell	199,569 -2,689	-1%	-$157K	2.94%	7
2023 Q4	$11.3M	Buy	202,258 +5,123	+3%	+$268K	2.94%	7
2023 Q3	$9.91M	Sell	197,135 -4,281	-2%	-$224K	2.9%	7
2023 Q2	$10.5M	Buy	201,416 +8,344	+4%	+$412K	2.97%	7
2023 Q1	$9.3M	Buy	193,072 +794	+0.4%	+$37.3K	2.84%	6
2022 Q4	$8.65M	Buy	192,278 +19,812	+11%	+$895K	2.91%	6
2022 Q3	$7.24M	Buy	172,466 +4,987	+3%	+$233K	2.6%	5
2022 Q2	$7.43M	Sell	167,479 -596	-0.4%	-$28.7K	2.54%	5
2022 Q1	$8.93M	Sell	168,075 -4,482	-3%	-$235K	2.48%	4
2021 Q4	$9.63M	Buy	172,557 +12,847	+8%	+$694K	2.45%	6
2021 Q3	$8.06M	Buy	159,710 +2,653	+2%	+$138K	2.17%	6
2021 Q2	$7.91M	Sell	157,057 -447	-0.3%	-$21.9K	2.12%	6
2021 Q1	$7.73M	Sell	157,504 -6,886	-4%	-$312K	2.15%	6
2020 Q4	$7.23M	Sell	164,390 -711	-0.4%	-$29.6K	2.25%	6
2020 Q3	$6.5M	Sell	165,101 -336	-0.2%	-$13.1K	2.34%	6
2020 Q2	$6M	Buy	165,437 +6,326	+4%	+$218K	2.21%	6
2020 Q1	$4.81M	Sell	159,111 -13,401	-8%	-$481K	2.46%	7
2019 Q4	$6.52M	Buy	+172,512	New	+$6.24M	2.02%	6

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

SkyOak Wealth's SPYM Position: Q2 2026 in Review

SkyOak Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.83% in Q2 2026, selling an estimated $136K and leaving 189,822 shares worth $16.7M. The position accounts for 2.73% of the portfolio, ranked #9.

SkyOak Wealth first reported a position in SPYM in Q4 2019 and has held it in 27 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

SkyOak Wealth held 189,822 shares of State Street SPDR Portfolio S&P 500 ETF worth $16.7M as of Q2 2026.
SkyOak Wealth sold 1,590 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $136K.
State Street SPDR Portfolio S&P 500 ETF made up 2.73% of SkyOak Wealth's portfolio in Q2 2026, its #9 holding.
SkyOak Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 27 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 SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.