OWA
SPYM

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
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

GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Opal Wealth Advisors's SPYM Position: Q2 2026 in Review

Opal Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2026, closing a stake of 388 shares — an estimated $29.7K sold.

Opal Wealth Advisors first reported a position in SPYM in Q1 2025 and held it in 3 quarters. The position peaked at $29.7K in Q1 2026. 892 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Opal Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 388 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $29.7K.
  • Opal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and held it in 3 quarters.
  • Opal Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $29.7K in Q1 2026.
  • 892 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.