Opulen Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Opulen Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3M	Buy	23,488 +107	+0.5%	+$72.7K	10.75%	2
2025 Q4	$15.9M	Buy	23,381 +682	+3%	+$461K	11.61%	1
2025 Q3	$15.1M	Sell	22,699 -277	-1%	-$178K	11.46%	1
2025 Q2	$14.2M	Buy	22,976 +286	+1%	+$163K	11.64%	1
2025 Q1	$12.7M	Sell	22,690 -244	-1%	-$143K	11.53%	2
2024 Q4	$13.4M	Buy	+22,934	New	+$13.5M	12.22%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Opulen Financial Group's SPY Position: Q1 2026 in Review

Opulen Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.46% in Q1 2026, buying an estimated $72.7K and bringing the position to 23,488 shares worth $15.3M. The position accounts for 10.75% of the portfolio, ranked #2.

Opulen Financial Group first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.9M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Opulen Financial Group held 23,488 shares of State Street SPDR S&P 500 ETF Trust worth $15.3M as of Q1 2026.
Opulen Financial Group bought 107 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $72.7K.
State Street SPDR S&P 500 ETF Trust made up 10.75% of Opulen Financial Group's portfolio in Q1 2026, its #2 holding.
Opulen Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $15.9M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.