Opulen Financial Group’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Opulen Financial Group’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 Q2	$985K	Buy	17,075 +119	+0.7%	+$6.35K	0.62%	34
2026 Q1	$819K	Buy	16,956 +209	+1%	+$10.3K	0.58%	37
2025 Q4	$785K	Buy	16,747 +579	+4%	+$27K	0.57%	37
2025 Q3	$749K	Buy	16,168 +60	+0.4%	+$2.69K	0.57%	39
2025 Q2	$686K	Buy	16,108 +2,834	+21%	+$114K	0.56%	40
2025 Q1	$541K	Buy	13,274 +1,913	+17%	+$84.3K	0.49%	45
2024 Q4	$510K	Buy	+11,361	New	+$528K	0.46%	48

Other funds holding SPSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Opulen Financial Group's SPSM Position: Q2 2026 in Review

Opulen Financial Group increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.7% in Q2 2026, buying an estimated $6.35K and bringing the position to 17,075 shares worth $985K. The position accounts for 0.62% of the portfolio, ranked #34.

Opulen Financial Group first reported a position in SPSM in Q4 2024 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Opulen Financial Group held 17,075 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $985K as of Q2 2026.
Opulen Financial Group bought 119 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $6.35K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.62% of Opulen Financial Group's portfolio in Q2 2026, its #34 holding.
Opulen Financial Group first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.