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

Prosperity Financial 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	$1.91M	Buy	21,722 +651	+3%	+$55.5K	0.59%	49
2026 Q1	$1.61M	Buy	21,071 +782	+4%	+$62.5K	0.6%	45
2025 Q4	$1.63M	Buy	20,289 +920	+5%	+$73.2K	0.59%	48
2025 Q3	$1.52M	Buy	19,369 +1,518	+9%	+$115K	0.55%	55
2025 Q2	$1.3M	Buy	17,851 +1,445	+9%	+$97.2K	0.55%	55
2025 Q1	$1.08M	Buy	16,406 +587	+4%	+$40.6K	0.54%	50
2024 Q4	$1.09M	Sell	15,819 -2,038	-11%	-$141K	0.54%	48
2024 Q3	$1.21M	Buy	17,857 +3,631	+26%	+$236K	0.67%	42
2024 Q2	$910K	Buy	14,226 +1,235	+10%	+$76K	0.57%	49
2024 Q1	$799K	Buy	12,991 +1,666	+15%	+$97.6K	0.49%	51
2023 Q4	$633K	Buy	11,325 +404	+4%	+$21.2K	0.44%	52
2023 Q3	$549K	Buy	10,921 +2,755	+34%	+$144K	0.45%	51
2023 Q2	$426K	Buy	8,166 +735	+10%	+$36.3K	0.37%	63
2023 Q1	$358K	Buy	7,431 +873	+13%	+$41K	0.36%	63
2022 Q4	$295K	Buy	+6,558	New	+$296K	0.32%	63

Other funds holding SPYM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Prosperity Financial Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.1% in Q2 2026, buying an estimated $55.5K and bringing the position to 21,722 shares worth $1.91M. The position accounts for 0.59% of the portfolio, ranked #49.

Prosperity Financial Group first reported a position in SPYM in Q4 2022 and has held it in 15 quarters since. 947 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Prosperity Financial Group held 21,722 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.91M as of Q2 2026.
Prosperity Financial Group bought 651 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $55.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.59% of Prosperity Financial Group's portfolio in Q2 2026, its #49 holding.
Prosperity Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
947 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.