Ownership history in Opal Wealth Advisors, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Opal Wealth Advisors, LLC reported a position in SPDR SER TR (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 54,468 | -156 | -0.3% | 0.81% | $3.1M | $56.60 |
| 2025 Q3 | ADDED | 54,624 | +3,305 | +6.4% | 0.84% | $3.0M | $54.82 |
| 2025 Q2 | ADDED | 51,319 | +3,378 | +7.0% | 0.74% | $2.7M | $51.62 |
| 2025 Q1 | ADDED | 47,941 | +3,619 | +8.2% | 0.75% | $2.4M | $50.12 |
| 2024 Q4 | ADDED | 44,322 | +5,338 | +13.7% | 0.68% | $2.3M | $50.01 |
| 2024 Q3 | ADDED | 38,984 | +658 | +1.7% | 0.65% | $2.1M | $51.34 |
| 2024 Q2 | REDUCED | 38,326 | -398 | -1.0% | 0.60% | $1.9M | $47.09 |
| 2024 Q1 | ADDED | 38,724 | +4,785 | +14.1% | 0.66% | $1.9M | $48.12 |
| 2023 Q4 | ADDED | 33,939 | +3,902 | +13.0% | 0.62% | $1.6M | $44.55 |
| 2023 Q3 | REDUCED | 30,037 | -20,490 | -40.6% | 0.73% | $1.2M | $39.23 |
As of 2025 Q4 — sorted by position size