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 Q2	$5.88M	Hold	66,878	–	–	3.21%	8
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 $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Opus Investment Management's SPYM Position: Q2 2026 in Review

Opus Investment Management held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 66,878 shares worth $5.88M. The position accounts for 3.21% of the portfolio, ranked #8.

Opus Investment Management first reported a position in SPYM in Q1 2021 and has held it in 16 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Opus Investment Management held 66,878 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.88M as of Q2 2026.
Opus Investment Management left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 3.21% of Opus Investment Management's portfolio in Q2 2026, its #8 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 16 quarters since.
1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Opus Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.