OWA
SPSM icon

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opal Wealth Advisors's SPSM Position: Q1 2026 in Review

Opal Wealth Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 5% in Q1 2026, buying an estimated $151K and bringing the position to 64,243 shares worth $3.1M. The position accounts for 0.7% of the portfolio, ranked #19.

Opal Wealth Advisors first reported a position in SPSM in Q4 2020 and has held it in 22 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Opal Wealth Advisors held 64,243 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.1M as of Q1 2026.
  • Opal Wealth Advisors bought 3,047 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $151K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.7% of Opal Wealth Advisors's portfolio in Q1 2026, its #19 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 22 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.