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

Prosperity Financial 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	$2.01M	Sell	2,696 -9	-0.3%	-$6.53K	0.62%	46
2026 Q1	$1.76M	Sell	2,705 -83	-3%	-$56.4K	0.65%	42
2025 Q4	$1.9M	Sell	2,788 -176	-6%	-$119K	0.68%	40
2025 Q3	$1.97M	Buy	2,964 +106	+4%	+$67.9K	0.72%	41
2025 Q2	$1.77M	Sell	2,858 -113	-4%	-$64.6K	0.75%	40
2025 Q1	$1.66M	Sell	2,971 -103	-3%	-$60.5K	0.83%	35
2024 Q4	$1.8M	Buy	3,074 +263	+9%	+$155K	0.9%	33
2024 Q3	$1.61M	Sell	2,811 -180	-6%	-$99.5K	0.9%	33
2024 Q2	$1.63M	Buy	2,991 +106	+4%	+$55.5K	1.03%	30
2024 Q1	$1.51M	Sell	2,885 -17	-0.6%	-$8.46K	0.93%	31
2023 Q4	$1.38M	Sell	2,902 -10	-0.3%	-$4.46K	0.96%	28
2023 Q3	$1.24M	Sell	2,912 -1,094	-27%	-$487K	1.03%	25
2023 Q2	$1.78M	Buy	4,006 +1,088	+37%	+$457K	1.56%	15
2023 Q1	$1.19M	Buy	2,918 +30	+1%	+$12K	1.21%	20
2022 Q4	$1.1M	Buy	+2,888	New	+$1.11M	1.19%	20

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 Financial Group's SPY Position: Q2 2026 in Review

Prosperity Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q2 2026, selling an estimated $6.53K and leaving 2,696 shares worth $2.01M. The position accounts for 0.62% of the portfolio, ranked #46.

Prosperity Financial Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prosperity Financial Group held 2,696 shares of State Street SPDR S&P 500 ETF Trust worth $2.01M as of Q2 2026.
Prosperity Financial Group sold 9 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $6.53K.
State Street SPDR S&P 500 ETF Trust made up 0.62% of Prosperity Financial Group's portfolio in Q2 2026, its #46 holding.
Prosperity Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 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 Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.