PG
SPYM

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

Prostatis 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 		$4.46M Sell
58,252
-2,340
-4% -$187K 1.14% 19
2025
Q4 		$4.86M Sell
60,592
-1,442
-2% -$115K 1.16% 20
2025
Q3 		$4.86M Buy
62,034
+7,080
+13% +$534K 1.22% 19
2025
Q2 		$3.99M Sell
54,954
-8,384
-13% -$564K 1.14% 22
2025
Q1 		$4.17M Sell
63,338
-11,006
-15% -$761K 1.31% 13
2024
Q4 		$5.13M Buy
74,344
+12,256
+20% +$850K 1.49% 16
2024
Q3 		$4.19M Sell
62,088
-664
-1% -$43.2K 1.37% 16
2024
Q2 		$4.05M Sell
62,752
-43,462
-41% -$2.68M 1.42% 15
2024
Q1 		$6.55M Buy
106,214
+19,559
+23% +$1.15M 2.48% 7
2023
Q4 		$4.84M Buy
86,655
+81,409
+1,552% +$4.27M 2.02% 13
2023
Q3 		$263K Sell
5,246
-184,299
-97% -$9.64M 0.13% 95
2023
Q2 		$190K Buy
+189,545
New +$9.35M 0.09% 110
2022
Q3 		– Sell
-5,629
Closed -$250K – 71
2022
Q2 		$250K Sell
5,629
-178
-3% -$8.58K 0.39% 32
2022
Q1 		$309K Sell
5,807
-104
-2% -$5.45K 0.25% 56
2021
Q4 		$330K Sell
5,911
-902
-13% -$48.7K 0.2% 66
2021
Q3 		$344K Sell
6,813
-577
-8% -$29.9K 0.21% 72
2021
Q2 		$372K Sell
7,390
-1,689
-19% -$82.9K 0.25% 69
2021
Q1 		$423K Sell
9,079
-4,806
-35% -$218K 0.33% 66
2020
Q4 		$610K Sell
13,885
-30,414
-69% -$1.27M 0.51% 46
2020
Q3 		$1.74M Buy
44,299
+17,132
+63% +$667K 1.65% 18
2020
Q2 		$985K Buy
27,167
+10,397
+62% +$358K 1.98% 17
2020
Q1 		$507K Sell
16,770
-36,038
-68% -$1.29M 0.72% 26
2019
Q4 		$2M Buy
+52,808
New +$1.91M 1.8% 17

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prostatis Group's SPYM Position: Q1 2026 in Review

Prostatis Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.9% in Q1 2026, selling an estimated $187K and leaving 58,252 shares worth $4.46M. The position accounts for 1.14% of the portfolio, ranked #19.

Prostatis Group first reported a position in SPYM in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.55M in Q1 2024. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Prostatis Group held 58,252 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.46M as of Q1 2026.
  • Prostatis Group sold 2,340 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $187K.
  • State Street SPDR Portfolio S&P 500 ETF made up 1.14% of Prostatis Group's portfolio in Q1 2026, its #19 holding.
  • Prostatis Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • Prostatis Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.55M in Q1 2024.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.