Opus Capital Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Opus Capital Group’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	$362K	Hold	4,035	–	–	0.04%	96
2026 Q2	$355K	Hold	4,035	–	–	0.03%	95
2026 Q1	$309K	Hold	4,035	–	–	0.03%	105
2025 Q4	$324K	Sell	4,035 -228	-5%	-$18.1K	0.04%	94
2025 Q3	$334K	Hold	4,263	–	–	0.04%	90
2025 Q2	$310K	Hold	4,263	–	–	0.04%	94
2025 Q1	$280K	Buy	+4,263	New	+$295K	0.04%	99

Other funds holding SPYM

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

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Opus Capital Group's SPYM Position: Q3 2026 in Review

Opus Capital Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 4,035 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #96.

Opus Capital Group first reported a position in SPYM in Q1 2025 and has held it in 7 quarters since. 1,134 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Opus Capital Group held 4,035 shares of State Street SPDR Portfolio S&P 500 ETF worth $362K as of Q3 2026.
Opus Capital Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.04% of Opus Capital Group's portfolio in Q3 2026, its #96 holding.
Opus Capital Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
1,134 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.