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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
Q3 		$275M Buy
3,068,711
+218,209
+8% +$19.5M 13.57% 1
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

1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Prosperity Capital Advisors's SPYM Position: Q3 2026 in Review

Prosperity Capital Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.7% in Q3 2026, buying an estimated $19.5M and bringing the position to 3,068,711 shares worth $275M. The position accounts for 13.57% of the portfolio, ranked #1.

Prosperity Capital Advisors first reported a position in SPYM in Q4 2022 and has held it in 16 quarters since. 232 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Prosperity Capital Advisors held 3,068,711 shares of State Street SPDR Portfolio S&P 500 ETF worth $275M as of Q3 2026.
  • Prosperity Capital Advisors bought 218,209 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $19.5M.
  • State Street SPDR Portfolio S&P 500 ETF made up 13.57% of Prosperity Capital Advisors's portfolio in Q3 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 16 quarters since.
  • 232 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.