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

Prosperity Capital 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 Q2	$5.92M	Sell	7,929 -1,804	-19%	-$1.31M	0.29%	65
2026 Q1	$6.33M	Sell	9,733 -685	-7%	-$466K	0.36%	51
2025 Q4	$7.1M	Buy	10,418 +3,068	+42%	+$2.07M	0.43%	42
2025 Q3	$4.9M	Buy	7,350 +146	+2%	+$93.6K	0.28%	71
2025 Q2	$4.45M	Buy	7,204 +4,094	+132%	+$2.34M	0.29%	71
2025 Q1	$1.74M	Sell	3,110 -1,224	-28%	-$719K	0.14%	112
2024 Q4	$2.54M	Sell	4,334 -8,406	-66%	-$4.95M	0.21%	82
2024 Q3	$7.31M	Buy	12,740 +1,066	+9%	+$589K	0.62%	31
2024 Q2	$6.35M	Sell	11,674 -4,100	-26%	-$2.15M	0.7%	27
2024 Q1	$8.25M	Buy	15,774 +5,173	+49%	+$2.58M	0.98%	20
2023 Q4	$5.04M	Sell	10,601 -1,780	-14%	-$793K	0.55%	28
2023 Q3	$5.29M	Buy	12,381 +3,469	+39%	+$1.54M	0.7%	24
2023 Q2	$3.95M	Sell	8,912 -8,651	-49%	-$3.63M	0.55%	28
2023 Q1	$7.19M	Buy	17,563 +15,900	+956%	+$6.34M	1.11%	15
2022 Q4	$636K	Buy	+1,663	New	+$639K	0.2%	83

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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 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

Prosperity Capital Advisors's SPY Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 19% in Q2 2026, selling an estimated $1.31M and leaving 7,929 shares worth $5.92M. The position accounts for 0.29% of the portfolio, ranked #65.

Prosperity Capital Advisors first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.25M in Q1 2024. 1,181 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prosperity Capital Advisors held 7,929 shares of State Street SPDR S&P 500 ETF Trust worth $5.92M as of Q2 2026.
Prosperity Capital Advisors sold 1,804 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.31M.
State Street SPDR S&P 500 ETF Trust made up 0.29% of Prosperity Capital Advisors's portfolio in Q2 2026, its #65 holding.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $8.25M in Q1 2024.
1,181 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.