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

Prosperity Wealth Management’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
2025 Q4	$949K	Buy	1,391 +103	+8%	+$69.6K	0.32%	71
2025 Q3	$858K	Buy	1,288 +289	+29%	+$185K	0.29%	78
2025 Q2	$617K	Sell	999 -314	-24%	-$179K	0.23%	99
2025 Q1	$735K	Buy	1,313 +600	+84%	+$353K	0.35%	61
2024 Q4	$418K	Sell	713 -84	-11%	-$49.5K	0.17%	118
2024 Q3	$457K	Sell	797 -56	-7%	-$31K	0.18%	88
2024 Q2	$464K	Sell	853 -76	-8%	-$39.8K	0.23%	89
2024 Q1	$486K	Sell	929 -1,084	-54%	-$540K	0.23%	79
2023 Q4	$957K	Sell	2,013 -1,287	-39%	-$573K	0.62%	26
2023 Q3	$1.41M	Sell	3,300 -492	-13%	-$219K	0.91%	17
2023 Q2	$1.68M	Buy	3,792 +761	+25%	+$319K	1.09%	14
2023 Q1	$1.24M	Buy	3,031 +215	+8%	+$85.8K	0.98%	22
2022 Q4	$1.08M	Buy	+2,816	New	+$1.08M	1.01%	26

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Prosperity Wealth Management's SPY Position: Q4 2025 in Review

Prosperity Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8% in Q4 2025, buying an estimated $69.6K and bringing the position to 1,391 shares worth $949K. The position accounts for 0.32% of the portfolio, ranked #71.

Prosperity Wealth Management first reported a position in SPY in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.68M in Q2 2023. 4,611 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Prosperity Wealth Management held 1,391 shares of State Street SPDR S&P 500 ETF Trust worth $949K as of Q4 2025.
Prosperity Wealth Management bought 103 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $69.6K.
State Street SPDR S&P 500 ETF Trust made up 0.32% of Prosperity Wealth Management's portfolio in Q4 2025, its #71 holding.
Prosperity Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $1.68M in Q2 2023.
4,611 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.