Prosperity Consulting Group
SPYM icon

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
Q2 		$3.03M Buy
34,465
+8,057
+31% +$687K 0.11% 133
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
USS Investment Management
USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prosperity Consulting Group's SPYM Position: Q2 2026 in Review

Prosperity Consulting Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 31% in Q2 2026, buying an estimated $687K and bringing the position to 34,465 shares worth $3.03M. The position accounts for 0.11% of the portfolio, ranked #133.

Prosperity Consulting Group first reported a position in SPYM in Q3 2025 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Prosperity Consulting Group held 34,465 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.03M as of Q2 2026.
  • Prosperity Consulting Group bought 8,057 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $687K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.11% of Prosperity Consulting Group's portfolio in Q2 2026, its #133 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 4 quarters since.
  • 1,736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.