Prosperity Advisers’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prosperity Advisers’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	$221K	Buy	+295	New	+$214K	0.16%	41
2026 Q1	–	Sell	-313	Closed	-$214K	–	40
2025 Q4	$214K	Buy	+313	New	+$212K	0.18%	40

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prosperity Advisers's SPY Position: Q2 2026 in Review

Prosperity Advisers opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 295 shares worth $221K. The stake represents 0.16% of the portfolio and ranks #41 among its holdings. This is a return to the name: Prosperity Advisers previously reported a position in SPY as recently as Q4 2025.

Prosperity Advisers first reported a position in SPY in Q4 2025 and has held it in 2 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prosperity Advisers held 295 shares of State Street SPDR S&P 500 ETF Trust worth $221K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Prosperity Advisers position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Prosperity Advisers's portfolio in Q2 2026, its #41 holding.
Prosperity Advisers first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 2 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prosperity Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.