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	$100K	Sell	2,800 -3,400	-55%	-$2.31M	﹤0.01%	1007
2025 Q4	$157K	Buy	6,200 +1,900	+44%	+$1.28M	﹤0.01%	975
2025 Q3	$8.16K	Sell	4,300 -400	-9%	-$256K	﹤0.01%	997
2025 Q2	$32.8K	Buy	4,700 +300	+7%	+$171K	﹤0.01%	937
2025 Q1	$84.1K	Sell	4,400 -100	-2%	-$58.8K	﹤0.01%	1013
2024 Q4	$68.4K	Sell	4,500 -800	-15%	-$471K	﹤0.01%	905
2024 Q3	$82.8K	Buy	5,300 +3,800	+253%	+$2.1M	﹤0.01%	892
2024 Q2	$5.73K	Sell	1,500 -3,000	-67%	-$1.57M	﹤0.01%	923
2024 Q1	$17.2K	Buy	4,500 +3,000	+200%	+$1.49M	﹤0.01%	999
2023 Q4	$32K	Buy	+1,500	New	+$668K	﹤0.01%	945
2023 Q3	–	Sell	-1,000	Closed	-$467	–	802
2023 Q2	$467	Sell	1,000 -1,600	-62%	-$671K	﹤0.01%	768
2023 Q1	$5.81K	Buy	+2,600	New	+$1.04M	﹤0.01%	553

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. 4,559 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.
4,559 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.