Prestige Wealth Management Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prestige Wealth Management Group’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	$174K	Buy	233 +20	+9%	+$14.5K	0.03%	176
2026 Q1	$139K	Sell	213 -112	-34%	-$76.1K	0.03%	181
2025 Q4	$222K	Buy	325 +17	+6%	+$11.5K	0.04%	156
2025 Q3	$206K	Buy	308 +27	+10%	+$17.3K	0.04%	169
2025 Q2	$174K	Buy	281 +54	+24%	+$30.9K	0.04%	173
2025 Q1	$127K	Buy	227 +42	+23%	+$24.7K	0.03%	183
2024 Q4	$109K	Buy	185 +40	+28%	+$23.6K	0.02%	195
2024 Q3	$83.4K	Buy	145 +14	+11%	+$7.74K	0.02%	208
2024 Q2	$71.5K	Hold	131	–	–	0.02%	204
2024 Q1	$68.7K	Hold	131	–	–	0.01%	233
2023 Q4	$62.5K	Hold	131	–	–	0.01%	227
2023 Q3	$56.2K	Hold	131	–	–	0.01%	233
2023 Q2	$58.3K	Sell	131 -2	-2%	-$839	0.01%	253
2023 Q1	$54.6K	Hold	133	–	–	0.01%	239
2022 Q4	$51.1K	Sell	133 -10	-7%	-$3.84K	0.01%	256
2022 Q3	$51K	Sell	143 -80	-36%	-$31.8K	0.01%	230
2022 Q2	$84K	Buy	223 +145	+186%	+$59.4K	0.02%	191
2022 Q1	$35K	Buy	78 +5	+7%	+$2.23K	0.01%	273
2021 Q4	$35K	Buy	73 +6	+9%	+$2.75K	0.01%	299
2021 Q3	$29K	Sell	67 -3	-4%	-$1.32K	0.01%	318
2021 Q2	$30K	Buy	70 +14	+25%	+$5.84K	0.01%	301
2021 Q1	$22K	Sell	56 -523	-90%	-$202K	0.01%	348
2020 Q4	$216K	Hold	579	–	–	0.06%	118
2020 Q3	$194K	Sell	579 -45	-7%	-$14.9K	0.06%	120
2020 Q2	$192K	Sell	624 -120	-16%	-$35.1K	0.07%	103
2020 Q1	$192K	Buy	744 +9	+1%	+$2.75K	0.08%	84
2019 Q4	$236K	Buy	735 +1	+0.1%	+$308	0.13%	104
2019 Q3	$218K	Sell	734 -16	-2%	-$4.73K	0.13%	106
2019 Q2	$220K	Buy	750 +187	+33%	+$53.8K	0.13%	105
2019 Q1	$159K	Hold	563	–	–	0.1%	119
2018 Q4	$141K	Buy	+563	New	+$152K	0.1%	124

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

Prestige Wealth Management Group's SPY Position: Q2 2026 in Review

Prestige Wealth Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 233 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #176.

Prestige Wealth Management Group first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $236K in Q4 2019. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prestige Wealth Management Group held 233 shares of State Street SPDR S&P 500 ETF Trust worth $174K as of Q2 2026.
Prestige Wealth Management Group bought 20 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $14.5K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #176 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $236K in Q4 2019.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.