Prime Capital Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prime Capital Investment Advisors’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 Q1	$102M	Buy	157,531 +11,393	+8%	+$7.75M	1.18%	17
2025 Q4	$99.7M	Sell	146,138 -15,333	-9%	-$10.4M	1.21%	16
2025 Q3	$108M	Sell	161,471 -24,280	-13%	-$15.6M	1.35%	18
2025 Q2	$115M	Sell	185,751 -44,149	-19%	-$25.2M	1.52%	17
2025 Q1	$129M	Sell	229,900 -3,415	-1%	-$2.01M	1.5%	16
2024 Q4	$137M	Sell	233,315 -94,585	-29%	-$55.7M	1.99%	9
2024 Q3	$188M	Sell	327,900 -19,849	-6%	-$11M	2.68%	5
2024 Q2	$189M	Sell	347,749 -18,845	-5%	-$9.86M	2.8%	3
2024 Q1	$192M	Sell	366,594 -33,073	-8%	-$16.5M	2.68%	5
2023 Q4	$190M	Sell	399,667 -1,494	-0.4%	-$666K	2.87%	4
2023 Q3	$171M	Sell	401,161 -47,064	-11%	-$20.9M	3.51%	2
2023 Q2	$199M	Buy	448,225 +413,746	+1,200%	+$174M	3.92%	2
2023 Q1	$14.1M	Sell	34,479 -38,497	-53%	-$15.4M	0.58%	41
2022 Q4	$27.9M	Buy	72,976 +40,972	+128%	+$15.7M	1.06%	21
2022 Q3	$11.4M	Buy	32,004 +9,151	+40%	+$3.63M	0.66%	32
2022 Q2	$8.62M	Buy	22,853 +15,905	+229%	+$6.52M	0.51%	34
2022 Q1	$3.3M	Sell	6,948 -60	-0.9%	-$26.7K	0.18%	94
2021 Q4	$3.33M	Buy	7,008 +1,372	+24%	+$630K	0.18%	102
2021 Q3	$2.42M	Sell	5,636 -291	-5%	-$128K	0.15%	116
2021 Q2	$2.54M	Buy	5,927 +1,557	+36%	+$650K	0.15%	131
2021 Q1	$1.73M	Sell	4,370 -261	-6%	-$101K	0.13%	135
2020 Q4	$1.73M	Sell	4,631 -154	-3%	-$54.6K	0.13%	128
2020 Q3	$1.6M	Sell	4,785 -245	-5%	-$81.2K	0.13%	122
2020 Q2	$1.55M	Sell	5,030 -6,343	-56%	-$1.86M	0.15%	119
2020 Q1	$2.93M	Sell	11,373 -9,115	-44%	-$2.78M	0.35%	56
2019 Q4	$6.59M	Buy	20,488 +19,455	+1,883%	+$5.99M	0.75%	18
2019 Q3	$307K	Buy	1,033 +594	+135%	+$176K	0.05%	170
2019 Q2	$129K	Buy	439 +411	+1,468%	+$118K	0.02%	185
2019 Q1	$8K	Buy	+28	New	+$7.61K	﹤0.01%	272
2018 Q3	–	Sell	-498	Closed	-$135K	–	351
2018 Q2	$135K	Buy	498 +11	+2%	+$2.97K	0.06%	139
2018 Q1	$128K	Sell	487 -778	-62%	-$212K	0.09%	118
2017 Q4	$338K	Buy	+1,265	New	+$329K	0.26%	77

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prime Capital Investment Advisors's SPY Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7.8% in Q1 2026, buying an estimated $7.75M and bringing the position to 157,531 shares worth $102M. The position accounts for 1.18% of the portfolio, ranked #17.

Prime Capital Investment Advisors first reported a position in SPY in Q4 2017 and has held it in 32 quarters since. The position peaked at $199M in Q2 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Prime Capital Investment Advisors held 157,531 shares of State Street SPDR S&P 500 ETF Trust worth $102M as of Q1 2026.
Prime Capital Investment Advisors bought 11,393 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.75M.
State Street SPDR S&P 500 ETF Trust made up 1.18% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #17 holding.
Prime Capital Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 32 quarters since.
Prime Capital Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $199M in Q2 2023.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.