Alliance Wealth Advisors (Utah)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Alliance Wealth Advisors (Utah)’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	$249K	Hold	334	–	–	0.05%	207
2026 Q1	$217K	Buy	334 +2	+0.6%	+$1.36K	0.05%	224
2025 Q4	$226K	Hold	332	–	–	0.05%	233
2025 Q3	$221K	Sell	332 -1	-0.3%	-$641	0.05%	255
2025 Q2	$206K	Buy	+333	New	+$190K	0.05%	259

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

Alliance Wealth Advisors (Utah)'s SPY Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 334 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #207.

Alliance Wealth Advisors (Utah) first reported a position in SPY in Q2 2025 and has held it in 5 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Alliance Wealth Advisors (Utah) held 334 shares of State Street SPDR S&P 500 ETF Trust worth $249K as of Q2 2026.
Alliance Wealth Advisors (Utah) 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 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #207 holding.
Alliance Wealth Advisors (Utah) first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2025 and has held it in 5 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 Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.