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

Prosperitas Financial’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 Q3	$1.31M	Buy	1,715 +193	+13%	+$147K	0.39%	43
2026 Q2	$1.14M	Sell	1,522 -160	-10%	-$116K	0.36%	45
2026 Q1	$1.09M	Sell	1,682 -35	-2%	-$23.8K	0.41%	41
2025 Q4	$1.17M	Sell	1,717 -2	-0.1%	-$1.35K	0.46%	40
2025 Q3	$1.15M	Buy	1,719 +14	+0.8%	+$8.97K	0.48%	39
2025 Q2	$1.05M	Sell	1,705 -154	-8%	-$88K	0.5%	36
2025 Q1	$1.04M	Buy	1,859 +162	+10%	+$95.2K	0.54%	37
2024 Q4	$995K	Sell	1,697 -128	-7%	-$75.4K	0.5%	41
2024 Q3	$1.05M	Sell	1,825 -22	-1%	-$12.2K	0.56%	41
2024 Q2	$1M	Sell	1,847 -38	-2%	-$19.9K	0.61%	41
2024 Q1	$986K	Sell	1,885 -386	-17%	-$192K	0.63%	43
2023 Q4	$1.08M	Sell	2,271 -146	-6%	-$65K	0.8%	41
2023 Q3	$1.03M	Buy	+2,417	New	+$1.08M	0.8%	37

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Prosperitas Financial's SPY Position: Q3 2026 in Review

Prosperitas Financial increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q3 2026, buying an estimated $147K and bringing the position to 1,715 shares worth $1.31M. The position accounts for 0.39% of the portfolio, ranked #43.

Prosperitas Financial first reported a position in SPY in Q3 2023 and has held it in 13 quarters since. 4,008 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Prosperitas Financial held 1,715 shares of State Street SPDR S&P 500 ETF Trust worth $1.31M as of Q3 2026.
Prosperitas Financial bought 193 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $147K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Prosperitas Financial's portfolio in Q3 2026, its #43 holding.
Prosperitas Financial first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 13 quarters since.
4,008 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.