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

Alpha Financial Partners’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	$1.38M	Hold	2,123	–	–	0.82%	20
2025 Q4	$1.45M	Hold	2,123	–	–	0.88%	19
2025 Q3	$1.41M	Hold	2,123	–	–	0.92%	23
2025 Q2	$1.31M	Hold	2,123	–	–	0.94%	17
2025 Q1	$1.19M	Hold	2,123	–	–	0.95%	17
2024 Q4	$1.24M	Buy	2,123 +1,094	+106%	+$645K	0.98%	15
2024 Q3	$590K	Sell	1,029 -1,094	-52%	-$605K	0.42%	49
2024 Q2	$1.16M	Sell	2,123 -27	-1%	-$14.1K	1%	18
2024 Q1	$1.12M	Buy	2,150 +15	+0.7%	+$7.47K	1.02%	14
2023 Q4	$1.01M	Buy	2,135 +13	+0.6%	+$5.79K	1%	14
2023 Q3	$907K	Hold	2,122	–	–	1.05%	16
2023 Q2	$940K	Sell	2,122 -2	-0.1%	-$839	1%	20
2023 Q1	$869K	Sell	2,124 -15	-0.7%	-$5.99K	0.98%	19
2022 Q4	$818K	Buy	+2,139	New	+$822K	0.99%	21

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 Partners's SPY Position: Q1 2026 in Review

Alpha Financial Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 2,123 shares worth $1.38M. The position accounts for 0.82% of the portfolio, ranked #20.

Alpha Financial Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.45M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Alpha Financial Partners held 2,123 shares of State Street SPDR S&P 500 ETF Trust worth $1.38M as of Q1 2026.
Alpha Financial Partners 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 0.82% of Alpha Financial Partners's portfolio in Q1 2026, its #20 holding.
Alpha Financial Partners 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 Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.45M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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