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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SPDR PORTFOLIO S&P 500 ETF

OSAIC HOLDINGS, INC. holds 7.8M shares of SPYM (SPDR PORTFOLIO S&P 500 ETF), worth $683.9M as of 2026-Q2. The position was increased (+9.0% shares). SPYM represents 0.8% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$683.9M

Current Shares

7.8M

Total Value Change

+$157.5M

Total Shares Change

-15,050

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.8M
+9.0%
$683.9M0.8%$87.88
49
2026-Q1
Decreased
7.1M
-4.5%
$546.5M0.8%$76.33
0
2025-Q4
Decreased
7.5M
-15.0%
$599.4M0.9%$79.80
0
2025-Q3
Increased
8.8M
+3.7%
$672.3M0.9%$77.70
46
2025-Q2
Increased
8.5M
+5.5%
$609.7M1.1%$71.88
52
2025-Q1
Decreased
8M
-15.9%
$528.5M1.2%$64.83
0
2024-Q4
Increased
9.6M
+22.5%
$658.5M1.5%$67.75
60
2024-Q3
Increased
7.8M
+3.1%
$526.4M1.2%$66.12
51

Other major holders of SPYM: JONES FINANCIAL COMPANIES LLLP, JPMORGAN CHASE & CO, USS Investment Management Ltd, LPL Financial LLC

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