Prairie Sky Financial Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Prairie Sky Financial Group’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
2025 Q2	$13.1M	Buy	180,872 +5,604	+3%	+$377K	7.23%	4
2025 Q1	$11.5M	Buy	175,268 +5,667	+3%	+$392K	6.85%	4
2024 Q4	$11.7M	Sell	169,601 -52,561	-24%	-$3.64M	7.17%	4
2024 Q3	$15M	Buy	222,162 +13,913	+7%	+$905K	8.53%	3
2024 Q2	$13.3M	Buy	208,249 +5,736	+3%	+$353K	8.28%	2
2024 Q1	$12.5M	Sell	202,513 -850	-0.4%	-$49.8K	7.48%	3
2023 Q4	$11.4M	Buy	203,363 +11,743	+6%	+$615K	7.42%	3
2023 Q3	$9.63M	Buy	+191,620	New	+$10M	6.78%	4

Other funds holding SPYM

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UIM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prairie Sky Financial Group's SPYM Position: Q2 2025 in Review

Prairie Sky Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.2% in Q2 2025, buying an estimated $377K and bringing the position to 180,872 shares worth $13.1M. The position accounts for 7.23% of the portfolio, ranked #4.

Prairie Sky Financial Group first reported a position in SPYM in Q3 2023 and has held it in 8 quarters since. The position peaked at $15M in Q3 2024. 1,372 funds tracked by Wall St. Rank hold SPYM as of Q2 2025.

Prairie Sky Financial Group held 180,872 shares of State Street SPDR Portfolio S&P 500 ETF worth $13.1M as of Q2 2025.
Prairie Sky Financial Group bought 5,604 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2025, an estimated $377K.
State Street SPDR Portfolio S&P 500 ETF made up 7.23% of Prairie Sky Financial Group's portfolio in Q2 2025, its #4 holding.
Prairie Sky Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2023 and has held it in 8 quarters since.
Prairie Sky Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $15M in Q3 2024.
1,372 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.