Bull Oak Capital, LLC’s Spdr Series Trust Position
Does Bull Oak Capital, LLC own Spdr Series Trust (SPYM)? Yes — 117.5K shares worth $9M (+3.46% of its 13F portfolio) as of Q1 2026, down from 118.3K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
117.5K
% of Portfolio
+3.46%
Quarters Held
13
currently held
Position History SPYM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 117.5K | $9M | +3.46% |
| Q4 2025 | 118.3K | $9M | +3.88% |
| Q3 2025 | 121.3K | $10M | +4.04% |
| Q2 2025 | 122.5K | $9M | +4.06% |
| Q1 2025 | 128.7K | $8M | +4.61% |
| Q4 2024 | 137.1K | $9M | +5.26% |
| Q3 2024 | 149.1K | $10M | +5.78% |
| Q2 2024 | 156.0K | $10M | +6.43% |
| Q1 2024 | 177.3K | $11M | +7.31% |
| Q4 2023 | 401 | $22,399 | +0.01% |
| Q3 2023 | 335.1K | $17M | +18.43% |
| Q4 2022 | 639.1K | $29M | +24.28% |
| Q3 2022 | 427.3K | $18M | +17.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of SPYM.