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 Q2	$550K	Sell	737 -259	-26%	-$188K	0.09%	71
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 $1.81T 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

Altiora Financial Group's SPY Position: Q2 2026 in Review

Altiora Financial Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 26% in Q2 2026, selling an estimated $188K and leaving 737 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #71.

Altiora Financial Group first reported a position in SPY in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.79M in Q2 2025. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Altiora Financial Group held 737 shares of State Street SPDR S&P 500 ETF Trust worth $550K as of Q2 2026.
Altiora Financial Group sold 259 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $188K.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Altiora Financial Group's portfolio in Q2 2026, its #71 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 10 quarters since.
Altiora Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $2.79M in Q2 2025.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.