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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$913K Hold
1,223
0.12% 100
2026
Q1
$795K Buy
1,223
+298
+32% +$203K 0.12% 95
2025
Q4
$631K Sell
925
-5
-0.5% -$3.38K 0.09% 97
2025
Q3
$620K Sell
930
-10
-1% -$6.41K 0.09% 100
2025
Q2
$581K Sell
940
-367
-28% -$210K 0.09% 94
2025
Q1
$731K Buy
+1,307
New +$768K 0.12% 83
2024
Q3
$814K Buy
+1,418
New +$784K 0.13% 84

Other funds holding SPY

Alpine Bank Wealth Management's SPY Position: Q2 2026 in Review

Alpine Bank Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,223 shares worth $913K. The position accounts for 0.12% of the portfolio, ranked #100.

Alpine Bank Wealth Management first reported a position in SPY in Q3 2024 and has held it in 7 quarters since. 4,661 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Alpine Bank Wealth Management held 1,223 shares of State Street SPDR S&P 500 ETF Trust worth $913K as of Q2 2026.
  • Alpine Bank Wealth Management 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 0.12% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Alpine Bank Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and has held it in 7 quarters since.
  • 4,661 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.