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

Prosperity Consulting Group’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	$41.5M	Buy	55,631 +977	+2%	+$708K	1.57%	11
2026 Q1	$35.5M	Buy	54,654 +1,401	+3%	+$953K	1.58%	13
2025 Q4	$36.3M	Buy	53,253 +1,877	+4%	+$1.27M	1.63%	13
2025 Q3	$34.2M	Buy	51,376 +6,936	+16%	+$4.45M	1.69%	12
2025 Q2	$27.5M	Sell	44,440 -921	-2%	-$526K	2%	8
2025 Q1	$25.4M	Buy	45,361 +5,029	+12%	+$2.96M	1.96%	8
2024 Q4	$23.6M	Buy	40,332 +2,236	+6%	+$1.32M	1.78%	8
2024 Q3	$21.9M	Buy	38,096 +14,140	+59%	+$7.82M	1.71%	8
2024 Q2	$13M	Sell	23,956 -1,030	-4%	-$539K	1.77%	10
2024 Q1	$13.1M	Buy	24,986 +486	+2%	+$242K	1.64%	9
2023 Q4	$11.6M	Sell	24,500 -17	-0.1%	-$7.57K	3.9%	4
2023 Q3	$10.5M	Buy	24,517 +21,536	+722%	+$9.58M	4.82%	2
2023 Q2	$1.32M	Sell	2,981 -263	-8%	-$110K	0.81%	30
2023 Q1	$1.33M	Buy	3,244 +13	+0.4%	+$5.19K	0.84%	30
2022 Q4	$1.24M	Buy	3,231 +265	+9%	+$102K	0.82%	36
2022 Q3	$1.06M	Buy	2,966 +6	+0.2%	+$2.38K	0.87%	31
2022 Q2	$1.12M	Sell	2,960 -75	-2%	-$30.7K	0.97%	28
2022 Q1	$1.37M	Sell	3,035 -33	-1%	-$14.7K	1.02%	27
2021 Q4	$1.4M	Buy	+3,068	New	+$1.41M	1.05%	24

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 Consulting Group's SPY Position: Q2 2026 in Review

Prosperity Consulting Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, buying an estimated $708K and bringing the position to 55,631 shares worth $41.5M. The position accounts for 1.57% of the portfolio, ranked #11.

Prosperity Consulting Group first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prosperity Consulting Group held 55,631 shares of State Street SPDR S&P 500 ETF Trust worth $41.5M as of Q2 2026.
Prosperity Consulting Group bought 977 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $708K.
State Street SPDR S&P 500 ETF Trust made up 1.57% of Prosperity Consulting Group's portfolio in Q2 2026, its #11 holding.
Prosperity Consulting Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.