Alta Capital 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
$778K Sell
1,196
-8,971
-88% -$6.1M 0.06% 72
2025
Q4
$6.93M Buy
+10,167
New +$6.87M 0.46% 42
2025
Q3
Sell
-616
Closed -$381K 101
2025
Q2
$381K Buy
+616
New +$352K 0.02% 76
2025
Q1
Sell
-8,709
Closed -$5.1M 92
2024
Q4
$5.1M Buy
+8,709
New +$5.13M 0.3% 43
2024
Q1
Sell
-19,388
Closed -$9.22M 98
2023
Q4
$9.22M Buy
+19,388
New +$8.64M 0.6% 40
2023
Q3
Sell
-2,872
Closed -$1.27M 89
2023
Q2
$1.27M Buy
2,872
+177
+7% +$74.3K 0.09% 59
2023
Q1
$1.1M Sell
2,695
-35,469
-93% -$14.2M 0.08% 62
2022
Q4
$14.6M Buy
38,164
+33,280
+681% +$12.8M 1.12% 32
2022
Q3
$1.74M Sell
4,884
-1,085
-18% -$431K 0.14% 56
2022
Q2
$2.25M Buy
5,969
+4,377
+275% +$1.79M 0.17% 55
2022
Q1
$719K Sell
1,592
-13,127
-89% -$5.84M 0.04% 67
2021
Q4
$6.99M Buy
+14,719
New +$6.76M 0.36% 39
2021
Q1
Sell
-11,252
Closed -$4.21M 91
2020
Q4
$4.21M Buy
+11,252
New +$3.99M 0.24% 41
2020
Q3
Sell
-1,570
Closed -$484K 90
2020
Q2
$484K Sell
1,570
-10,796
-87% -$3.16M 0.02% 81
2020
Q1
$3.19M Sell
12,366
-3,418
-22% -$1.04M 0.14% 50
2019
Q4
$5.08M Buy
+15,784
New +$4.86M 0.33% 43
2019
Q3
Sell
-684
Closed -$200K 101
2019
Q2
$200K Buy
+684
New +$197K 0.01% 95
2019
Q1
Sell
-70,393
Closed -$17.6M 95
2018
Q4
$17.6M Buy
+70,393
New +$19M 1.14% 36
2018
Q1
Sell
-18,326
Closed -$4.89M 83
2017
Q4
$4.89M Buy
+18,326
New +$4.77M 0.31% 39
2017
Q1
Sell
-23,068
Closed -$5.16M 90
2016
Q4
$5.16M Buy
23,068
+21,843
+1,783% +$4.77M 0.37% 45
2016
Q3
$264K Buy
+1,225
New +$265K 0.02% 81
2016
Q2
Sell
-2,036
Closed -$418K 107
2016
Q1
$418K Sell
2,036
-6,840
-77% -$1.33M 0.03% 75
2015
Q4
$1.81M Buy
8,876
+3,477
+64% +$714K 0.15% 49
2015
Q3
$1.03M Buy
+5,399
New +$1.1M 0.09% 61

Other funds holding SPY

Alta Capital Management's SPY Position: Q1 2026 in Review

Alta Capital Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 88% in Q1 2026, selling an estimated $6.1M and leaving 1,196 shares worth $778K. The position accounts for 0.06% of the portfolio, ranked #72.

Alta Capital Management first reported a position in SPY in Q3 2015 and has held it in 24 quarters since. The position peaked at $17.6M in Q4 2018. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Alta Capital Management held 1,196 shares of State Street SPDR S&P 500 ETF Trust worth $778K as of Q1 2026.
  • Alta Capital Management sold 8,971 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $6.1M.
  • State Street SPDR S&P 500 ETF Trust made up 0.06% of Alta Capital Management's portfolio in Q1 2026, its #72 holding.
  • Alta Capital Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2015 and has held it in 24 quarters since.
  • Alta Capital Management's State Street SPDR S&P 500 ETF Trust position peaked at $17.6M in Q4 2018.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.