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Prospera Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prospera Financial Services’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 		$74.4M Buy
99,549
+6,456
+7% +$4.68M 1.08% 12
2026
Q1 		$60.6M Sell
93,093
-5,492
-6% -$3.73M 0.98% 15
2025
Q4 		$67.3M Sell
98,585
-4,723
-5% -$3.19M 1.1% 12
2025
Q3 		$68.9M Sell
103,308
-9,586
-8% -$6.14M 1.17% 10
2025
Q2 		$69.8M Buy
112,894
+8,930
+9% +$5.1M 1.3% 7
2025
Q1 		$58.2M Sell
103,964
-8,472
-8% -$4.98M 1.34% 6
2024
Q4 		$65.9M Sell
112,436
-13,806
-11% -$8.13M 1.54% 6
2024
Q3 		$72.4M Buy
126,242
+28,279
+29% +$15.6M 1.85% 4
2024
Q2 		$53.3M Sell
97,963
-1,117
-1% -$585K 1.48% 6
2024
Q1 		$51.8M Buy
99,080
+19,810
+25% +$9.86M 1.54% 7
2023
Q4 		$37.7M Buy
79,270
+25,728
+48% +$11.5M 1.25% 10
2023
Q3 		$22.9M Buy
53,542
+3,453
+7% +$1.54M 0.89% 18
2023
Q2 		$22.2M Buy
50,089
+3,014
+6% +$1.26M 0.85% 19
2023
Q1 		$19.3M Buy
47,075
+5,951
+14% +$2.37M 0.79% 16
2022
Q4 		$15.7M Sell
41,124
-4,288
-9% -$1.65M 0.79% 18
2022
Q3 		$16.2M Sell
45,412
-5,513
-11% -$2.19M 0.85% 16
2022
Q2 		$19.2M Sell
50,925
-14,552
-22% -$5.96M 0.98% 13
2022
Q1 		$29.6M Sell
65,477
-9,954
-13% -$4.43M 1.24% 10
2021
Q4 		$35.8M Buy
75,431
+5,373
+8% +$2.47M 1.55% 9
2021
Q3 		$30.1M Buy
70,058
+9,559
+16% +$4.22M 1.5% 8
2021
Q2 		$25.9M Buy
60,499
+9,513
+19% +$3.97M 1.3% 9
2021
Q1 		$20.2M Buy
50,986
+13,470
+36% +$5.19M 1.2% 10
2020
Q4 		$14M Buy
37,516
+28,310
+308% +$10M 0.97% 13
2020
Q3 		$3.08M Sell
9,206
-13,014
-59% -$4.31M 1.18% 11
2020
Q2 		$6.85M Sell
22,220
-4,678
-17% -$1.37M 0.61% 17
2020
Q1 		$6.93M Sell
26,898
-12,124
-31% -$3.7M 0.74% 16
2019
Q4 		$12.6M Buy
39,022
+210
+0.5% +$64.7K 0.97% 12
2019
Q3 		$11.5M Sell
38,812
-751
-2% -$222K 1.18% 9
2019
Q2 		$11.6M Buy
+39,563
New +$11.4M 1.31% 8
2019
Q1 		– Sell
-38,300
Closed -$9.6M – 429
2018
Q4 		$9.6M Buy
38,300
+6,216
+19% +$1.68M 1.94% 6
2018
Q3 		$8.96M Sell
32,084
-3,515
-10% -$1M 1.67% 7
2018
Q2 		$9.67M Sell
35,599
-6,366
-15% -$1.72M 1.31% 8
2018
Q1 		$11M Buy
41,965
+8,431
+25% +$2.3M 1.54% 7
2017
Q4 		$9.02M Sell
33,534
-4,997
-13% -$1.3M 1.38% 8
2017
Q3 		$9.71M Sell
38,531
-1,475
-4% -$364K 1.48% 7
2017
Q2 		$9.65M Buy
40,006
+4,048
+11% +$970K 1.55% 7
2017
Q1 		$8.46M Buy
35,958
+1,118
+3% +$260K 1.53% 7
2016
Q4 		$7.82M Buy
34,840
+15,147
+77% +$3.31M 1.53% 6
2016
Q3 		$4.26M Buy
19,693
+8,567
+77% +$1.85M 0.86% 15
2016
Q2 		$2.33M Buy
11,126
+327
+3% +$67.8K 0.48% 40
2016
Q1 		$2.22M Buy
10,799
+3,682
+52% +$718K 0.49% 33
2015
Q4 		$1.45M Buy
7,117
+1,561
+28% +$321K 0.32% 46
2015
Q3 		$1.06M Sell
5,556
-13,897
-71% -$2.82M 0.27% 53
2015
Q2 		$4M Sell
19,453
-1,080
-5% -$227K 0.95% 17
2015
Q1 		$4.24M Buy
20,533
+9,329
+83% +$1.93M 0.94% 15
2014
Q4 		$2.3M Buy
11,204
+4,363
+64% +$877K 0.57% 31
2014
Q3 		$1.35M Sell
6,841
-350
-5% -$69.2K 0.36% 48
2014
Q2 		$1.41M Sell
7,191
-297
-4% -$56.5K 0.38% 53
2014
Q1 		$1.4M Buy
7,488
+514
+7% +$94.3K 0.44% 40
2013
Q4 		$1.29M Sell
6,974
-11,357
-62% -$2.01M 0.43% 47
2013
Q3 		$3.1M Buy
18,331
+5,962
+48% +$999K 1.18% 19
2013
Q2 		$2M Buy
+12,369
New +$1.99M 0.92% 28

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Prospera Financial Services's SPY Position: Q2 2026 in Review

Prospera Financial Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.9% in Q2 2026, buying an estimated $4.68M and bringing the position to 99,549 shares worth $74.4M. The position accounts for 1.08% of the portfolio, ranked #12.

Prospera Financial Services first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. 1,316 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Prospera Financial Services held 99,549 shares of State Street SPDR S&P 500 ETF Trust worth $74.4M as of Q2 2026.
  • Prospera Financial Services bought 6,456 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $4.68M.
  • State Street SPDR S&P 500 ETF Trust made up 1.08% of Prospera Financial Services's portfolio in Q2 2026, its #12 holding.
  • Prospera Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.