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

Alta Wealth 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 Q2	$8.43M	Buy	11,292 +269	+2%	+$195K	2.29%	7
2026 Q1	$7.17M	Sell	11,023 -1,026	-9%	-$698K	2.33%	6
2025 Q4	$8.22M	Buy	12,049 +833	+7%	+$563K	2.75%	6
2025 Q3	$7.47M	Buy	11,216 +262	+2%	+$168K	2.68%	6
2025 Q2	$6.77M	Sell	10,954 -184	-2%	-$105K	3.19%	6
2025 Q1	$6.23M	Sell	11,138 -468	-4%	-$275K	2.86%	6
2024 Q4	$6.8M	Buy	11,606 +162	+1%	+$95.4K	2.98%	6
2024 Q3	$6.57M	Buy	11,444 +427	+4%	+$236K	3%	6
2024 Q2	$6M	Buy	11,017 +27	+0.2%	+$14.1K	2.99%	7
2024 Q1	$5.75M	Buy	10,990 +826	+8%	+$411K	2.92%	7
2023 Q4	$4.83M	Sell	10,164 -6,248	-38%	-$2.78M	2.69%	6
2023 Q3	$7.02M	Buy	16,412 +2,278	+16%	+$1.01M	4.3%	3
2023 Q2	$6.27M	Buy	14,134 +2,466	+21%	+$1.03M	3.68%	5
2023 Q1	$4.78M	Sell	11,668 -202	-2%	-$80.6K	3.01%	6
2022 Q4	$4.54M	Sell	11,870 -1,981	-14%	-$761K	3.07%	4
2022 Q3	$4.95M	Buy	13,851 +184	+1%	+$73.1K	3.54%	3
2022 Q2	$5.15M	Buy	13,667 +469	+4%	+$192K	3.57%	2
2022 Q1	$5.96M	Buy	13,198 +575	+5%	+$256K	3.54%	2
2021 Q4	$6M	Buy	12,623 +4,657	+58%	+$2.14M	3.7%	1
2021 Q3	$3.42M	Buy	7,966 +884	+12%	+$390K	2.48%	7
2021 Q2	$3.03M	Buy	7,082 +219	+3%	+$91.4K	2.22%	8
2021 Q1	$2.72M	Buy	6,863 +1,212	+21%	+$467K	2.27%	8
2020 Q4	$2.11M	Buy	+5,651	New	+$2M	1.78%	12

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alta Wealth Advisors's SPY Position: Q2 2026 in Review

Alta Wealth Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, buying an estimated $195K and bringing the position to 11,292 shares worth $8.43M. The position accounts for 2.29% of the portfolio, ranked #7.

Alta Wealth Advisors first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Alta Wealth Advisors held 11,292 shares of State Street SPDR S&P 500 ETF Trust worth $8.43M as of Q2 2026.
Alta Wealth Advisors bought 269 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $195K.
State Street SPDR S&P 500 ETF Trust made up 2.29% of Alta Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Alta Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.