Opal Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$267K	Buy	+2,971	New	+$266K	0.06%	167
2026 Q2	–	Sell	-388	Closed	-$29.7K	–	531
2026 Q1	$29.7K	Buy	+388	New	+$31K	0.01%	505
2025 Q3	–	Sell	-348	Closed	-$25.3K	–	494
2025 Q2	$25.3K	Hold	348	–	–	0.01%	512
2025 Q1	$22.9K	Buy	+348	New	+$24.1K	0.01%	506

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

Opal Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q3 2026: 2,971 shares worth $267K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SPYM as recently as Q1 2026.

Opal Wealth Advisors first reported a position in SPYM in Q1 2025 and has held it in 4 quarters since. 1,619 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Opal Wealth Advisors held 2,971 shares of State Street SPDR Portfolio S&P 500 ETF worth $267K as of Q3 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Opal Wealth Advisors position in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #167 holding.
Opal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 4 quarters since.
1,619 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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