ETF Opportunities Trust (TSPY)

Management Company · XNAS · Series S000083891 · View on SEC EDGAR ↗

$25.64
As of Aug. 19, 2026
▼ -0.03 (-0.10%)
1-day change
$23.93 $26.67
52-week range

Holdings data is not available for this fund yet.

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Performance as of March 10, 2026

Period Price return Total return
1M ▼ -3.96%
3M ▼ -5.31%
6M ▼ -2.92%
YTD ▼ -4.98%
1Y ▲ +3.90%
3Y
5Y
Max since Aug. 15, 2024 ▼ -0.83%
Volatility 1Y
18.37%
Volatility 3Y
Max drawdown 3Y
Beta 3Y
Sharpe 1Y*
0.30

Total return is shown once dividend history for this fund has been collected — price return alone would duplicate it misleadingly. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

Last month (Mar 2026)
+$2.7M
Quarter ending Mar 2026
+$90.5M
Trailing 12 months
+$225.2M

Apr 2025 – Mar 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 2 holdings

NameCUSIP Value % Balance Category Country
State Street SPDR S&P 500 ETF 78462F103 $238.6M 100.64 366,839 EC US
First American Government Obli 31846V336 $169K 0.07 168,979 STIV US

Institutional owners (13F) 32 filers

Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
Clear Street Group Inc. $17,458,545 41.47% 689,516 Shares June 30, 2026
Summit Financial, LLC $10,280,721 24.42% 401,354 Shares June 30, 2026
Chicago Partners Investment Group LLC $2,452,621 5.83% 97,559 Shares June 30, 2026
Integrated Wealth Concepts LLC $2,100,672 4.99% 82,966 Shares June 30, 2026
Triumph Capital Management $1,779,743 4.23% 70,290 Shares June 30, 2026
Milestone Asset Management Group, LLC $1,493,805 3.55% 58,997 Shares June 30, 2026
Arete Wealth Advisors, LLC $1,120,283 2.66% 44,245 Shares June 30, 2026
Farther Finance Advisors, LLC $735,065 1.75% 29,031 Shares June 30, 2026
Sanctuary Advisors, LLC $673,335 1.60% 26,593 Shares June 30, 2026
Focus Partners Wealth $585,652 1.39% 23,130 Shares June 30, 2026
Wealthcare Advisory Partners LLC $561,782 1.33% 22,187 Shares June 30, 2026
CITADEL ADVISORS LLC $382,332 0.91% 15,100 Put option June 30, 2026
Arax Advisory Partners $380,693 0.90% 15,035 Shares June 30, 2026
U.S. Capital Wealth Advisors, LLC $347,404 0.83% 15,007 Shares March 31, 2026
Kingsview Wealth Management, LLC $311,460 0.74% 13,454 Shares March 31, 2026
Kesler, Norman & Wride, LLC $303,955 0.72% 12,005 Shares June 30, 2026
OLD MISSION CAPITAL LLC $283,761 0.67% 11,207 Shares June 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $223,803 0.53% 8,839 Shares June 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC $208,920 0.50% 8,251 Shares June 30, 2026
Steward Partners Investment Advisory, LLC $167,922 0.40% 6,632 Shares June 30, 2026
CWM, LLC $118,407 0.28% 5,115 Shares March 31, 2026
OSAIC HOLDINGS, INC. $56,970 0.14% 2,250 Shares June 30, 2026
SWAN Capital LLC $22,178 0.05% 958 Shares March 31, 2026
BANK OF MONTREAL /CAN/ $17,724 0.04% 700 Shares June 30, 2026
TUCKER ASSET MANAGEMENT LLC $9,818 0.02% 385 Shares Dec. 31, 2025
MERCER GLOBAL ADVISORS INC /ADV $9,368 0.02% 370 Shares June 30, 2026
AE Wealth Management LLC $5,068 0.01% 200 Shares June 30, 2026
SIMPLEX TRADING, LLC $5,064 0.01% 200 Shares June 30, 2026
Cloud Capital Management, LLC $625 0.00% 24,453 Shares June 30, 2026
PIN OAK INVESTMENT ADVISORS INC $58 0.00% 2,273 Shares June 30, 2026
MORGAN STANLEY $26 0.00% 1 Shares June 30, 2026
WELLS FARGO & COMPANY/MN $9 0.00% 0 Shares June 30, 2026

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