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

Prosperity Consulting 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	$2.02M	Buy	26,408 +57	+0.2%	+$4.56K	0.09%	156
2025 Q4	$2.11M	Buy	26,351 +1,395	+6%	+$111K	0.1%	154
2025 Q3	$1.96M	Buy	+24,956	New	+$1.88M	0.1%	165

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 $424B AUM 22.94% 1-Year Est. Return

Prosperity Consulting Group's SPYM Position: Q1 2026 in Review

Prosperity Consulting Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.22% in Q1 2026, buying an estimated $4.56K and bringing the position to 26,408 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #156.

Prosperity Consulting Group first reported a position in SPYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Prosperity Consulting Group held 26,408 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.02M as of Q1 2026.
Prosperity Consulting Group bought 57 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $4.56K.
State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Prosperity Consulting Group's portfolio in Q1 2026, its #156 holding.
Prosperity Consulting Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
Prosperity Consulting Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.11M in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.