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 Q2	$998K	Buy	1,336 +310	+30%	+$225K	0.19%	54
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 $1.81T 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 Management Group's SPY Position: Q2 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 30% in Q2 2026, buying an estimated $225K and bringing the position to 1,336 shares worth $998K. The position accounts for 0.19% of the portfolio, ranked #54.

Alliance Wealth Management Group first reported a position in SPY in Q4 2015 and has held it in 11 quarters since. The position peaked at $18.6M in Q4 2015. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Alliance Wealth Management Group held 1,336 shares of State Street SPDR S&P 500 ETF Trust worth $998K as of Q2 2026.
Alliance Wealth Management Group bought 310 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $225K.
State Street SPDR S&P 500 ETF Trust made up 0.19% of Alliance Wealth Management Group's portfolio in Q2 2026, its #54 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 11 quarters since.
Alliance Wealth Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $18.6M in Q4 2015.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.