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

Alterna Wealth Management’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
2019
Q1 		– Sell
-89,100
Closed -$21.5M – 299
2018
Q4 		$21.5M Buy
+89,100
New +$24M 3.51% 6

Other funds holding SPY

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Alterna Wealth Management's SPY Position: Q2 2026 in Review

Alterna Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.1% in Q2 2026, buying an estimated $60.2K and bringing the position to 3,997 shares worth $2.98M. The position accounts for 1.71% of the portfolio, ranked #17.

Alterna Wealth Management first reported a position in SPY in Q4 2018 and has held it in 28 quarters since. The position peaked at $29.4M in Q4 2018. 1,669 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Alterna Wealth Management held 3,997 shares of State Street SPDR S&P 500 ETF Trust worth $2.98M as of Q2 2026.
  • Alterna Wealth Management bought 83 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $60.2K.
  • State Street SPDR S&P 500 ETF Trust made up 1.71% of Alterna Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Alterna Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 28 quarters since.
  • Alterna Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $29.4M in Q4 2018.
  • 1,669 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.