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Opulen Financial Group LLC → SPY

Opulen Financial Group LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
5
Latest value
$18.8M
Q3 2026
Peak value
$18.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15.1M
Q4 2025$15.9M
Q1 2026$15.3M
Q2 2026$17.7M
Q3 2026$18.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.8M24.6K——
Q2 2026$17.7M23.8K——
Q1 2026$15.3M23.5K——
Q4 2025$15.9M23.4K——
Q3 2025$15.1M22.7K——

Other funds holding SPY

Other Opulen Financial Group LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$18.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$14M
ETHA

ISHARES TR

$9.3M
ETHA

ISHARES TR

$9.1M
ETHA

ISHARES TR

$8.6M