Alpha Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Alpha Financial Advisors’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	$982K	Sell	1,510 -50	-3%	-$34K	0.3%	24
2025 Q4	$1.06M	Buy	1,560 +356	+30%	+$241K	0.33%	23
2025 Q3	$802K	Buy	1,204 +212	+21%	+$136K	0.28%	25
2025 Q2	$613K	Buy	992 +2	+0.2%	+$1.14K	0.24%	28
2025 Q1	$554K	Buy	990 +8	+0.8%	+$4.7K	0.25%	21
2024 Q4	$576K	Buy	982 +5	+0.5%	+$2.95K	0.26%	21
2024 Q3	$561K	Buy	977 +9	+0.9%	+$4.98K	0.25%	20
2024 Q2	$527K	Buy	968 +5	+0.5%	+$2.62K	0.25%	20
2024 Q1	$504K	Buy	963 +9	+0.9%	+$4.48K	0.24%	21
2023 Q4	$454K	Buy	954 +397	+71%	+$177K	0.23%	22
2023 Q3	$238K	Buy	557 +7	+1%	+$3.11K	0.15%	35
2023 Q2	$244K	Buy	550 +5	+0.9%	+$2.1K	0.15%	36
2023 Q1	$223K	Buy	545 +8	+1%	+$3.19K	0.15%	38
2022 Q4	$205K	Buy	+537	New	+$206K	0.18%	41

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

Alpha Financial Advisors's SPY Position: Q1 2026 in Review

Alpha Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.2% in Q1 2026, selling an estimated $34K and leaving 1,510 shares worth $982K. The position accounts for 0.3% of the portfolio, ranked #24.

Alpha Financial Advisors first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Alpha Financial Advisors held 1,510 shares of State Street SPDR S&P 500 ETF Trust worth $982K as of Q1 2026.
Alpha Financial Advisors sold 50 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $34K.
State Street SPDR S&P 500 ETF Trust made up 0.3% of Alpha Financial Advisors's portfolio in Q1 2026, its #24 holding.
Alpha Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.06M in Q4 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.