Prospera Financial Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Prospera Financial Services’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 Q2	$709K	Sell	8,061 -86,959	-92%	-$7.42M	0.01%	902
2026 Q1	$7.27M	Buy	95,020 +84,719	+822%	+$6.78M	0.12%	187
2025 Q4	$827K	Buy	10,301 +3,831	+59%	+$305K	0.01%	752
2025 Q3	$507K	Sell	6,470 -795	-11%	-$60K	0.01%	928
2025 Q2	$528K	Buy	7,265 +771	+12%	+$51.8K	0.01%	880
2025 Q1	$427K	Buy	6,494 +251	+4%	+$17.4K	0.01%	846
2024 Q4	$430K	Sell	6,243 -3,544	-36%	-$246K	0.01%	795
2024 Q3	$661K	Sell	9,787 -32,033	-77%	-$2.08M	0.02%	628
2024 Q2	$2.68M	Sell	41,820 -18,749	-31%	-$1.15M	0.07%	280
2024 Q1	$3.73M	Buy	60,569 +13,478	+29%	+$789K	0.11%	204
2023 Q4	$2.63M	Sell	47,091 -964	-2%	-$50.5K	0.09%	264
2023 Q3	$2.42M	Buy	48,055 +19,494	+68%	+$1.02M	0.09%	237
2023 Q2	$1.49M	Buy	+28,561	New	+$1.41M	0.06%	321
2022 Q2	–	Sell	-3,435	Closed	-$183K	–	2480
2022 Q1	$183K	Sell	3,435 -521	-13%	-$27.3K	0.01%	909
2021 Q4	$221K	Buy	+3,956	New	+$214K	0.01%	804

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Prospera Financial Services's SPYM Position: Q2 2026 in Review

Prospera Financial Services reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 92% in Q2 2026, selling an estimated $7.42M and leaving 8,061 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #902.

Prospera Financial Services first reported a position in SPYM in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.27M in Q1 2026. 624 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Prospera Financial Services held 8,061 shares of State Street SPDR Portfolio S&P 500 ETF worth $709K as of Q2 2026.
Prospera Financial Services sold 86,959 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $7.42M.
State Street SPDR Portfolio S&P 500 ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #902 holding.
Prospera Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Prospera Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $7.27M in Q1 2026.
624 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.