Opal Wealth Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Opal Wealth Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.66M	Buy	69,146 +3,479	+5%	+$196K	0.76%	21
2026 Q2	$3.79M	Buy	65,667 +1,424	+2%	+$76K	0.82%	16
2026 Q1	$3.1M	Buy	64,243 +3,047	+5%	+$151K	0.7%	19
2025 Q4	$2.87M	Sell	61,196 -557	-0.9%	-$26K	0.75%	20
2025 Q3	$2.86M	Buy	61,753 +3,205	+5%	+$144K	0.8%	18
2025 Q2	$2.49M	Buy	58,548 +6,308	+12%	+$254K	0.69%	20
2025 Q1	$2.13M	Buy	52,240 +7,268	+16%	+$320K	0.66%	20
2024 Q4	$2.02M	Buy	44,972 +5,733	+15%	+$267K	0.61%	28
2024 Q3	$1.79M	Buy	39,239 +1,162	+3%	+$51K	0.56%	29
2024 Q2	$1.58M	Buy	38,077 +1,289	+4%	+$53.7K	0.51%	29
2024 Q1	$1.58M	Buy	36,788 +4,235	+13%	+$175K	0.54%	31
2023 Q4	$1.37M	Buy	32,553 +2,358	+8%	+$88.8K	0.54%	33
2023 Q3	$1.11M	Sell	30,195 -344	-1%	-$13.4K	0.65%	23
2023 Q2	$1.19M	Buy	30,539 +2,229	+8%	+$82.8K	0.59%	19
2023 Q1	$1.07M	Buy	28,310 +1,796	+7%	+$70.1K	0.62%	17
2022 Q4	$980K	Buy	26,514 +232	+0.9%	+$8.69K	0.54%	28
2022 Q3	$895K	Buy	26,282 +1,403	+6%	+$53.1K	0.65%	20
2022 Q2	$895K	Buy	24,879 +1,430	+6%	+$55.5K	0.59%	24
2022 Q1	$986K	Buy	23,449 +9,352	+66%	+$394K	0.86%	18
2021 Q4	$630K	Buy	14,097 +1,141	+9%	+$50.7K	0.4%	43
2021 Q3	$552K	Buy	12,956 +2,854	+28%	+$122K	0.53%	28
2021 Q2	$444K	Buy	10,102 +86	+0.9%	+$3.74K	0.41%	35
2021 Q1	$423K	Sell	10,016 -53	-0.5%	-$2.16K	0.46%	30
2020 Q4	$360K	Buy	+10,069	New	+$323K	0.45%	32

Other funds holding SPSM

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Opal Wealth Advisors's SPSM Position: Q3 2026 in Review

Opal Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5.3% in Q3 2026, buying an estimated $196K and bringing the position to 69,146 shares worth $3.66M. The position accounts for 0.76% of the portfolio, ranked #21.

Opal Wealth Advisors first reported a position in SPSM in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.79M in Q2 2026. 204 funds tracked by Wall St. Rank hold SPSM as of Q3 2026.

Opal Wealth Advisors held 69,146 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.66M as of Q3 2026.
Opal Wealth Advisors bought 3,479 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q3 2026, an estimated $196K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.76% of Opal Wealth Advisors's portfolio in Q3 2026, its #21 holding.
Opal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2020 and has held it in 24 quarters since.
Opal Wealth Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $3.79M in Q2 2026.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.