Prepared Retirement Institute’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prepared Retirement Institute’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	1,462 +33	+2%	+$23.9K	0.46%	31
2026 Q1	$929K	Buy	1,429 +1	+0.1%	+$680	0.46%	32
2025 Q4	$974K	Sell	1,428 -12	-0.8%	-$8.11K	0.49%	28
2025 Q3	$959K	Sell	1,440 -1	-0.1%	-$641	0.5%	28
2025 Q2	$890K	Hold	1,441	–	–	0.52%	26
2025 Q1	$806K	Sell	1,441 -62	-4%	-$36.4K	0.51%	27
2024 Q4	$881K	Buy	1,503 +1	+0.1%	+$589	0.5%	26
2024 Q3	$862K	Buy	1,502 +18	+1%	+$9.95K	0.52%	28
2024 Q2	$808K	Buy	1,484 +19	+1%	+$9.94K	0.54%	26
2024 Q1	$766K	Buy	1,465 +28	+2%	+$13.9K	0.57%	22
2023 Q4	$683K	Buy	+1,437	New	+$640K	0.51%	27

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prepared Retirement Institute's SPY Position: Q2 2026 in Review

Prepared Retirement Institute increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.3% in Q2 2026, buying an estimated $23.9K and bringing the position to 1,462 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #31.

Prepared Retirement Institute first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prepared Retirement Institute held 1,462 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q2 2026.
Prepared Retirement Institute bought 33 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $23.9K.
State Street SPDR S&P 500 ETF Trust made up 0.46% of Prepared Retirement Institute's portfolio in Q2 2026, its #31 holding.
Prepared Retirement Institute first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.