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
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: Q1 2026 in Review

Alpine Bank Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q1 2026, buying an estimated $203K and bringing the position to 1,223 shares worth $795K. The position accounts for 0.12% of the portfolio, ranked #95.

Alpine Bank Wealth Management first reported a position in SPY in Q3 2024 and has held it in 6 quarters since. The position peaked at $814K in Q3 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Alpine Bank Wealth Management held 1,223 shares of State Street SPDR S&P 500 ETF Trust worth $795K as of Q1 2026.
  • Alpine Bank Wealth Management bought 298 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $203K.
  • State Street SPDR S&P 500 ETF Trust made up 0.12% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #95 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 6 quarters since.
  • Alpine Bank Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $814K in Q3 2024.
  • 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.