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Prudent Man Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prudent Man Investment 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
2026
Q2 		$129K Hold
189
– – 0.04% 33
2026
Q1 		$129K Hold
189
– – 0.04% 33
2025
Q4 		$129K Sell
189
-25
-12% -$16.9K 0.04% 33
2025
Q3 		$125K Hold
214
– – 0.07% 31
2025
Q2 		$125K Hold
214
– – 0.07% 31
2025
Q1 		$125K Hold
214
– – 0.07% 31
2024
Q4 		$125K Buy
+214
New +$126K 0.07% 31

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Prudent Man Investment Management's SPY Position: Q2 2026 in Review

Prudent Man Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 189 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #33.

Prudent Man Investment Management first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,553 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Prudent Man Investment Management held 189 shares of State Street SPDR S&P 500 ETF Trust worth $129K as of Q2 2026.
  • Prudent Man Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.04% of Prudent Man Investment Management's portfolio in Q2 2026, its #33 holding.
  • Prudent Man Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.