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

Opus Investment Management’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	$5.12M	Buy	+66,878	New	+$5.35M	3.05%	9
2024 Q3	–	Sell	-7,185	Closed	-$460K	–	36
2024 Q2	$460K	Hold	7,185	–	–	0.3%	37
2024 Q1	$442K	Hold	7,185	–	–	0.29%	37
2023 Q4	$402K	Sell	7,185 -4,315	-38%	-$226K	0.23%	39
2023 Q3	$578K	Hold	11,500	–	–	0.36%	37
2023 Q2	$599K	Hold	11,500	–	–	0.22%	67
2023 Q1	$554K	Hold	11,500	–	–	0.2%	68
2022 Q4	$517K	Hold	11,500	–	–	0.18%	68
2022 Q3	$483K	Sell	11,500 -2,550	-18%	-$119K	0.11%	86
2022 Q2	$623K	Hold	14,050	–	–	0.13%	82
2022 Q1	$746K	Hold	14,050	–	–	0.11%	88
2021 Q4	$784K	Hold	14,050	–	–	0.11%	87
2021 Q3	$709K	Hold	14,050	–	–	0.11%	88
2021 Q2	$707K	Hold	14,050	–	–	0.11%	90
2021 Q1	$655K	Buy	+14,050	New	+$637K	0.1%	95

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 Investment Management's SPYM Position: Q1 2026 in Review

Opus Investment Management opened a new position in State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2026: 66,878 shares worth $5.12M. The stake represents 3.05% of the portfolio and ranks #9 among its holdings. This is a return to the name: Opus Investment Management previously reported a position in SPYM as recently as Q2 2024.

Opus Investment Management first reported a position in SPYM in Q1 2021 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Opus Investment Management held 66,878 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.12M as of Q1 2026.
State Street SPDR Portfolio S&P 500 ETF was a new Opus Investment Management position in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 3.05% of Opus Investment Management's portfolio in Q1 2026, its #9 holding.
Opus Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2021 and has held it in 15 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.