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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Opus Capital Group's SPYM Position: Q1 2026 in Review

Opus Capital Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 4,035 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #105.

Opus Capital Group first reported a position in SPYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Opus Capital Group held 4,035 shares of State Street SPDR Portfolio S&P 500 ETF worth $309K as of Q1 2026.
Opus Capital Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Opus Capital Group's portfolio in Q1 2026, its #105 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 5 quarters since.
Opus Capital Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $334K in Q3 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.