Prestige Wealth Management Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Prestige Wealth Management 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
2026 Q1	$32.8K	Hold	429	–	–	0.01%	292
2025 Q4	$34.4K	Hold	429	–	–	0.01%	294
2025 Q3	$33.6K	Hold	429	–	–	0.01%	308
2025 Q2	$31.2K	Hold	429	–	–	0.01%	312
2025 Q1	$28.2K	Hold	429	–	–	0.01%	312
2024 Q4	$29.6K	Hold	429	–	–	0.01%	315
2024 Q3	$29K	Hold	429	–	–	0.01%	310
2024 Q2	$27.5K	Hold	429	–	–	0.01%	290
2024 Q1	$26.4K	Sell	429 -425	-50%	-$24.9K	0.01%	319
2023 Q4	$47.7K	Hold	854	–	–	0.01%	246
2023 Q3	$42.9K	Hold	854	–	–	0.01%	255
2023 Q2	$44.5K	Hold	854	–	–	0.01%	272
2023 Q1	$41.1K	Hold	854	–	–	0.01%	261
2022 Q4	$38.4K	Hold	854	–	–	0.01%	281
2022 Q3	$36K	Hold	854	–	–	0.01%	257
2022 Q2	$38K	Hold	854	–	–	0.01%	260
2022 Q1	$45K	Hold	854	–	–	0.01%	252
2021 Q4	$48K	Sell	854 -254	-23%	-$13.7K	0.01%	268
2021 Q3	$56K	Hold	1,108	–	–	0.01%	247
2021 Q2	$56K	Sell	1,108 -1,719	-61%	-$84.4K	0.01%	237
2021 Q1	$132K	Sell	2,827 -4,855	-63%	-$220K	0.04%	156
2020 Q4	$338K	Sell	7,682 -30,135	-80%	-$1.26M	0.09%	87
2020 Q3	$1.49M	Sell	37,817 -35,513	-48%	-$1.38M	0.45%	32
2020 Q2	$2.66M	Buy	73,330 +5,494	+8%	+$189K	0.94%	19
2020 Q1	$2.05M	Sell	67,836 -189	-0.3%	-$6.78K	0.87%	20
2019 Q4	$2.57M	Buy	68,025 +10,623	+19%	+$384K	1.41%	14
2019 Q3	$2M	Buy	57,402 +359	+0.6%	+$12.5K	1.17%	15
2019 Q2	$1.97M	Buy	57,043 +8,082	+17%	+$274K	1.19%	14
2019 Q1	$1.63M	Sell	48,961 -115	-0.2%	-$3.67K	1%	16
2018 Q4	$1.43M	Buy	+49,076	New	+$1.55M	1.06%	19

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prestige Wealth Management Group's SPYM Position: Q1 2026 in Review

Prestige Wealth Management Group held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q1 2026 at 429 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #292.

Prestige Wealth Management Group first reported a position in SPYM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.66M in Q2 2020. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Prestige Wealth Management Group held 429 shares of State Street SPDR Portfolio S&P 500 ETF worth $32.8K as of Q1 2026.
Prestige Wealth Management Group left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #292 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.66M in Q2 2020.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.