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

Prosperity Planning’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	$4.43M	Sell	5,927 -170	-3%	-$123K	1.01%	25
2026 Q1	$3.96M	Buy	6,097 +93	+2%	+$63.2K	1%	26
2025 Q4	$4.09M	Buy	6,004 +1,781	+42%	+$1.2M	1.07%	24
2025 Q3	$2.81M	Sell	4,223 -309	-7%	-$198K	0.76%	32
2025 Q2	$2.8M	Sell	4,532 -139	-3%	-$79.5K	0.81%	32
2025 Q1	$2.61M	Sell	4,671 -59	-1%	-$34.7K	0.82%	31
2024 Q4	$2.77M	Sell	4,730 -137	-3%	-$80.7K	0.89%	30
2024 Q3	$2.79M	Sell	4,867 -205	-4%	-$113K	0.88%	30
2024 Q2	$2.76M	Sell	5,072 -620	-11%	-$325K	0.94%	26
2024 Q1	$2.98M	Sell	5,692 -524	-8%	-$261K	1.03%	24
2023 Q4	$2.95M	Sell	6,216 -53	-0.8%	-$23.6K	1.11%	24
2023 Q3	$2.68M	Sell	6,269 -264	-4%	-$117K	1.12%	25
2023 Q2	$2.9M	Sell	6,533 -214	-3%	-$89.8K	1.2%	24
2023 Q1	$2.76M	Sell	6,747 -462	-6%	-$184K	1.2%	25
2022 Q4	$2.72M	Hold	7,209	–	–	1.34%	22
2022 Q3	$2.58M	Sell	7,209 -274	-4%	-$109K	1.34%	22
2022 Q2	$2.72M	Hold	7,483	–	–	1.39%	20
2022 Q1	$3.28M	Hold	7,483	–	–	1.6%	18
2021 Q4	$3.55M	Sell	7,483 -283	-4%	-$130K	1.8%	17
2021 Q3	$3.33M	Sell	7,766 -65	-0.8%	-$28.7K	1.82%	17
2021 Q2	$3.35M	Sell	7,831 -470	-6%	-$196K	2.08%	15
2021 Q1	$3.29M	Sell	8,301 -133	-2%	-$51.3K	2.34%	13
2020 Q4	$3.15M	Buy	+8,434	New	+$2.99M	2.67%	9

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

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

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

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Prosperity Planning's SPY Position: Q2 2026 in Review

Prosperity Planning reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.8% in Q2 2026, selling an estimated $123K and leaving 5,927 shares worth $4.43M. The position accounts for 1.01% of the portfolio, ranked #25.

Prosperity Planning first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,692 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Prosperity Planning held 5,927 shares of State Street SPDR S&P 500 ETF Trust worth $4.43M as of Q2 2026.
Prosperity Planning sold 170 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $123K.
State Street SPDR S&P 500 ETF Trust made up 1.01% of Prosperity Planning's portfolio in Q2 2026, its #25 holding.
Prosperity Planning first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,692 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.