Prosperity Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Prosperity Capital Advisors’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	$251M	Buy	2,850,502 +506,945	+22%	+$43.3M	12.37%	1
2026 Q1	$179M	Buy	2,343,557 +599,319	+34%	+$47.9M	10.21%	1
2025 Q4	$140M	Buy	1,744,238 +139,207	+9%	+$11.1M	8.37%	1
2025 Q3	$126M	Buy	1,605,031 +76,183	+5%	+$5.75M	7.29%	2
2025 Q2	$111M	Sell	1,528,848 -18,962	-1%	-$1.28M	7.25%	2
2025 Q1	$102M	Buy	1,547,810 +132,692	+9%	+$9.18M	8.07%	2
2024 Q4	$97.6M	Buy	1,415,118 +85,840	+6%	+$5.95M	7.92%	2
2024 Q3	$89.7M	Sell	1,329,278 -13,153	-1%	-$855K	7.64%	2
2024 Q2	$85.9M	Buy	1,342,431 +18,997	+1%	+$1.17M	9.5%	2
2024 Q1	$81.4M	Sell	1,323,434 -397,047	-23%	-$23.3M	9.64%	2
2023 Q4	$96.2M	Buy	1,720,481 +247,940	+17%	+$13M	10.43%	2
2023 Q3	$74M	Buy	1,472,541 +378,491	+35%	+$19.8M	9.79%	2
2023 Q2	$57M	Buy	1,094,050 +98,374	+10%	+$4.85M	7.97%	3
2023 Q1	$47.9M	Buy	995,676 +435,819	+78%	+$20.4M	7.41%	3
2022 Q4	$25.2M	Buy	+559,857	New	+$25.3M	7.75%	3

Other funds holding SPYM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

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

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Prosperity Capital Advisors's SPYM Position: Q2 2026 in Review

Prosperity Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 22% in Q2 2026, buying an estimated $43.3M and bringing the position to 2,850,502 shares worth $251M. The position accounts for 12.37% of the portfolio, ranked #1.

Prosperity Capital Advisors first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 1,703 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Prosperity Capital Advisors held 2,850,502 shares of State Street SPDR Portfolio S&P 500 ETF worth $251M as of Q2 2026.
Prosperity Capital Advisors bought 506,945 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $43.3M.
State Street SPDR Portfolio S&P 500 ETF made up 12.37% of Prosperity Capital Advisors's portfolio in Q2 2026, its #1 holding.
Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,703 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.