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

Alteri Wealth’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 		$914K Sell
1,224
-209
-15% -$152K 0.25% 95
2026
Q1 		$932K Buy
1,433
+209
+17% +$142K 0.3% 75
2025
Q4 		$835K Buy
1,224
+35
+3% +$23.7K 0.27% 85
2025
Q3 		$792K Buy
1,189
+153
+15% +$98.1K 0.27% 88
2025
Q2 		$640K Buy
1,036
+95
+10% +$54.3K 0.25% 104
2025
Q1 		$526K Buy
941
+18
+2% +$10.6K 0.23% 110
2024
Q4 		$541K Buy
+923
New +$544K 0.15% 110

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Alteri Wealth's SPY Position: Q2 2026 in Review

Alteri Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 15% in Q2 2026, selling an estimated $152K and leaving 1,224 shares worth $914K. The position accounts for 0.25% of the portfolio, ranked #95.

Alteri Wealth first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $932K in Q1 2026. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Alteri Wealth held 1,224 shares of State Street SPDR S&P 500 ETF Trust worth $914K as of Q2 2026.
  • Alteri Wealth sold 209 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $152K.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of Alteri Wealth's portfolio in Q2 2026, its #95 holding.
  • Alteri Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's State Street SPDR S&P 500 ETF Trust position peaked at $932K in Q1 2026.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.