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
2025 Q3	–	Sell	-1,500	Closed	-$57.5K	–	1063
2025 Q2	$57.5K	Buy	1,500 +1,100	+275%	+$629K	﹤0.01%	928
2025 Q1	$15.1K	Hold	400	–	–	﹤0.01%	1045
2024 Q4	$25.6K	Hold	400	–	–	﹤0.01%	923
2024 Q3	$23.5K	Buy	+400	New	+$221K	﹤0.01%	913
2024 Q1	–	Sell	-5,900	Closed	-$176K	–	1043
2023 Q4	$176K	Buy	+5,900	New	+$2.63M	﹤0.01%	891
2022 Q3	–	Sell	-2,000	Closed	-$1K	–	447
2022 Q2	$1K	Buy	+2,000	New	+$819K	﹤0.01%	395

Other funds holding SPY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prime Capital Investment Advisors's SPY Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.7% in Q2 2026, selling an estimated $4.24M and leaving 151,678 shares worth $113M. The position accounts for 1.1% of the portfolio, ranked #20.

Prime Capital Investment Advisors first reported a position in SPY in Q4 2017 and has held it in 33 quarters since. The position peaked at $199M in Q2 2023. 3,218 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prime Capital Investment Advisors held 151,678 shares of State Street SPDR S&P 500 ETF Trust worth $113M as of Q2 2026.
Prime Capital Investment Advisors sold 5,853 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.24M.
State Street SPDR S&P 500 ETF Trust made up 1.1% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #20 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 33 quarters since.
Prime Capital Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $199M in Q2 2023.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.