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

Alternative Investment 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 Q1	$721K	Sell	1,106 -515	-32%	-$350K	0.31%	30
2025 Q4	$1.11M	Buy	1,621 +14	+0.9%	+$9.46K	0.48%	21
2025 Q3	$1.07M	Buy	1,607 +19	+1%	+$12.2K	0.49%	23
2025 Q2	$982K	Buy	1,588 +100	+7%	+$57.2K	0.49%	26
2025 Q1	$833K	Buy	1,488 +1	+0.1%	+$588	0.44%	29
2024 Q4	$871K	Sell	1,487 -366	-20%	-$216K	0.45%	30
2024 Q3	$1.06M	Buy	1,853 +282	+18%	+$156K	0.56%	27
2024 Q2	$856K	Buy	1,571 +2	+0.1%	+$1.05K	0.49%	26
2024 Q1	$819K	Buy	1,569 +17	+1%	+$8.46K	0.49%	31
2023 Q4	$738K	Buy	1,552 +377	+32%	+$168K	0.48%	32
2023 Q3	$503K	Buy	+1,175	New	+$523K	0.35%	38

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alternative Investment Advisors's SPY Position: Q1 2026 in Review

Alternative Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 32% in Q1 2026, selling an estimated $350K and leaving 1,106 shares worth $721K. The position accounts for 0.31% of the portfolio, ranked #30.

Alternative Investment Advisors first reported a position in SPY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Alternative Investment Advisors held 1,106 shares of State Street SPDR S&P 500 ETF Trust worth $721K as of Q1 2026.
Alternative Investment Advisors sold 515 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $350K.
State Street SPDR S&P 500 ETF Trust made up 0.31% of Alternative Investment Advisors's portfolio in Q1 2026, its #30 holding.
Alternative Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 11 quarters since.
Alternative Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $1.11M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.