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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-93,200
Closed -$299K 334
2024
Q1
$299K Buy
+93,200
New +$46.4M 0.04% 280

Other funds holding SPY

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. 4,647 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.
  • 4,647 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.