What State Street SPDR Portfolio S&P 500 ETF (SPYM) Bought: Okta Leads on Nov. 3 GuruFocus News Thu, November 5, 2026 at 6:04 AM EST 3 min read OKTA -2.44% NVDA -0.93% AAPL +0.65% MSFT +0.33% AMZN +1.44% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
State Street SPDR Portfolio S&P 500 ETF (SPYM) posted net buying of $536.8 million on Tuesday, Nov. 3, out of $542.7 million in gross trading. The ETF activity lifted 498 positions and trimmed just 3, with the fund's $181.71 billion in assets concentrated in its largest names.
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Its largest buys by dollar value were OKTA ($87.7 million), NVDA ($33.5 million) and AAPL ($32.5 million).
Its largest sells by dollar value were CASY ($1.4 million), TDG ($0.9 million) and PH ($0.6 million).
The largest buy was a new position in Okta (OKTA), worth $87.7 million and 0.05% of assets. The fund also added $33.5 million of NVIDIA (NVDA), $32.5 million of Apple (AAPL), $25.7 million of Microsoft (MSFT) and $16.0 million of Amazon (AMZN). Sells were small: Casey's General Stores (CASY) at $1.4 million, TransDigm Group (TDG) at $0.9 million and Parker Hannifin (PH) at $0.6 million, none of them full exits.
State Street SPDR Portfolio S&P 500 ETF (SPYM) is an Equity US fund in the Equity asset class, holding 503 stocks, with 37.3% of assets in its 10 largest holdings. Technology is its biggest sector at 37.7% of classified stocks, followed by Financial Services at 12.1% and Healthcare at 10.2%. Large caps make up 99.9% of the mix, mid caps 0.1% and small caps 0.0%. It charges 0.02% and its top holdings are NVIDIA (7.67%), Apple (7.43%), Microsoft (5.93%), Amazon (3.77%) and Alphabet Cl A (2.52%). The fund has a GF Score of 88, a P/E of 22.96, a P/B of 4.49, a dividend yield of 1.06% and a year-to-date return of 13.4%.
Technology 37.7%, Financial Services 12.1%, Healthcare 10.2%
NVDA (7.67%), AAPL (7.43%), MSFT (5.93%), AMZN (3.77%), GOOGL (2.52%)
See the full State Street SPDR Portfolio S&P 500 ETF profile, or compare it with similar funds in the ETF Screener. Its biggest buy this time, OKTA, has its own GF Value page and stock summary.
Watch whether the new Okta stake grows or is trimmed in the next holdings update, and whether the fund's three small reductions continue or reverse.
Based on holdings changes reported by State Street SPDR Portfolio S&P 500 ETF (SPYM) for Nov. 3, 2026, US-listed stocks only.
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