Ownership history in Prosperity Planning, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,004 | +1,781 | +42.2% | 1.07% | $4.1M | $680.06 |
| 2025 Q3 | REDUCED | 4,223 | -309 | -6.8% | 0.76% | $2.8M | $662.41 |
| 2025 Q2 | REDUCED | 4,532 | -139 | -3.0% | 0.81% | $2.8M | $612.65 |
| 2025 Q1 | REDUCED | 4,671 | -59 | -1.2% | 0.82% | $2.6M | $553.05 |
| 2024 Q4 | REDUCED | 4,730 | -137 | -2.8% | 0.89% | $2.8M | $577.70 |
| 2024 Q3 | REDUCED | 4,867 | -205 | -4.0% | 0.88% | $2.8M | $563.66 |
| 2024 Q2 | REDUCED | 5,072 | -620 | -10.9% | 0.94% | $2.8M | $533.00 |
| 2024 Q1 | REDUCED | 5,692 | -524 | -8.4% | 1.03% | $3.0M | $510.64 |
| 2023 Q4 | REDUCED | 6,216 | -53 | -0.8% | 1.11% | $3.0M | $462.58 |
| 2023 Q3 | REDUCED | 6,269 | -264 | -4.0% | 1.12% | $2.7M | $414.35 |
As of 2025 Q4 — sorted by position size