Altiora Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Altiora Financial Group’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	$648K	Buy	996 +308	+45%	+$209K	0.11%	67
2025 Q4	$469K	Buy	688 +2	+0.3%	+$1.35K	0.08%	71
2025 Q3	$457K	Sell	686 -3,831	-85%	-$2.46M	0.08%	67
2025 Q2	$2.79M	Sell	4,517 -211	-4%	-$121K	0.55%	29
2025 Q1	$2.64M	Buy	4,728 +144	+3%	+$84.6K	0.56%	29
2024 Q4	$2.69M	Buy	4,584 +3,396	+286%	+$2M	0.58%	31
2024 Q3	$681K	Buy	1,188 +510	+75%	+$282K	0.15%	60
2024 Q2	$369K	Buy	678 +2	+0.3%	+$1.05K	0.09%	70
2024 Q1	$354K	Buy	+676	New	+$337K	0.1%	68

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

Altiora Financial Group's SPY Position: Q1 2026 in Review

Altiora Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 45% in Q1 2026, buying an estimated $209K and bringing the position to 996 shares worth $648K. The position accounts for 0.11% of the portfolio, ranked #67.

Altiora Financial Group first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.79M in Q2 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Altiora Financial Group held 996 shares of State Street SPDR S&P 500 ETF Trust worth $648K as of Q1 2026.
Altiora Financial Group bought 308 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $209K.
State Street SPDR S&P 500 ETF Trust made up 0.11% of Altiora Financial Group's portfolio in Q1 2026, its #67 holding.
Altiora Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
Altiora Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.79M in Q2 2025.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.