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

Alliance Wealth Management 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 Q1	$667K	Hold	1,026	–	–	0.15%	59
2025 Q4	$700K	Hold	1,026	–	–	0.15%	58
2025 Q3	$684K	Buy	1,026 +154	+18%	+$98.7K	0.15%	58
2025 Q2	$539K	Hold	872	–	–	0.14%	59
2025 Q1	$488K	Hold	872	–	–	0.13%	59
2024 Q4	$511K	Buy	872 +30	+4%	+$17.7K	0.14%	57
2024 Q3	$483K	Buy	842 +12	+1%	+$6.63K	0.13%	57
2024 Q2	$452K	Hold	830	–	–	0.13%	57
2024 Q1	$434K	Buy	+830	New	+$413K	0.13%	58
2016 Q1	–	Sell	-91,273	Closed	-$18.6M	–	41
2015 Q4	$18.6M	Buy	+91,273	New	+$18.7M	17.74%	1

Other funds holding SPY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 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

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

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

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

Alliance Wealth Management Group's SPY Position: Q1 2026 in Review

Alliance Wealth Management Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 1,026 shares worth $667K. The position accounts for 0.15% of the portfolio, ranked #59.

Alliance Wealth Management Group first reported a position in SPY in Q4 2015 and has held it in 10 quarters since. The position peaked at $18.6M in Q4 2015. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Alliance Wealth Management Group held 1,026 shares of State Street SPDR S&P 500 ETF Trust worth $667K as of Q1 2026.
Alliance Wealth Management Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Alliance Wealth Management Group's portfolio in Q1 2026, its #59 holding.
Alliance Wealth Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 10 quarters since.
Alliance Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $18.6M in Q4 2015.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.