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

Prosperity Wealth Management’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
2025 Q4	$308K	Buy	3,835 +27	+0.7%	+$2.15K	0.1%	189
2025 Q3	$298K	Hold	3,808	–	–	0.1%	186
2025 Q2	$277K	Hold	3,808	–	–	0.1%	184
2025 Q1	$250K	Hold	3,808	–	–	0.12%	173
2024 Q4	$263K	Hold	3,808	–	–	0.11%	163
2024 Q3	$257K	Hold	3,808	–	–	0.1%	151
2024 Q2	$244K	Hold	3,808	–	–	0.12%	146
2024 Q1	$234K	Buy	+3,808	New	+$223K	0.11%	131

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prosperity Wealth Management's SPYM Position: Q4 2025 in Review

Prosperity Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.71% in Q4 2025, buying an estimated $2.15K and bringing the position to 3,835 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #189.

Prosperity Wealth Management first reported a position in SPYM in Q1 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold SPYM as of Q4 2025.

Prosperity Wealth Management held 3,835 shares of State Street SPDR Portfolio S&P 500 ETF worth $308K as of Q4 2025.
Prosperity Wealth Management bought 27 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2025, an estimated $2.15K.
State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Prosperity Wealth Management's portfolio in Q4 2025, its #189 holding.
Prosperity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
1,589 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.