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

Prudential Financial’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
2024 Q4	–	Sell	-358,962	Closed	-$24.2M	–	2665
2024 Q3	$24.2M	Buy	358,962 +52,742	+17%	+$3.43M	0.03%	395
2024 Q2	$19.6M	Buy	306,220 +55,211	+22%	+$3.4M	0.03%	435
2024 Q1	$15.4M	Buy	251,009 +73,495	+41%	+$4.3M	0.02%	517
2023 Q4	$9.92M	Buy	177,514 +93,114	+110%	+$4.88M	0.02%	666
2023 Q3	$4.24M	Buy	84,400 +33,062	+64%	+$1.73M	0.01%	972
2023 Q2	$2.68M	Buy	51,338 +45,592	+793%	+$2.25M	﹤0.01%	1229
2023 Q1	$257K	Buy	+5,746	New	+$270K	﹤0.01%	2314
2022 Q2	–	Sell	-4,850	Closed	-$258K	–	2739
2022 Q1	$258K	Buy	+4,850	New	+$254K	﹤0.01%	2453

Other funds holding SPYM

Betterment LLC New York $52.8B AUM 15.34% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prudential Financial's SPYM Position: Q4 2024 in Review

Prudential Financial sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q4 2024, closing a stake of 358,962 shares — an estimated $24.2M sold.

Prudential Financial first reported a position in SPYM in Q1 2022 and held it in 8 quarters. The position peaked at $24.2M in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SPYM as of Q4 2024.

Prudential Financial reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 358,962 State Street SPDR Portfolio S&P 500 ETF shares in Q4 2024, an estimated $24.2M.
Prudential Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2022 and held it in 8 quarters.
Prudential Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $24.2M in Q3 2024.
1,252 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.