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

Altman 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 Q2	$243K	Buy	+325	New	+$236K	0.09%	91
2026 Q1	–	Sell	-365	Closed	-$249K	–	94
2025 Q4	$249K	Sell	365 -44	-11%	-$29.7K	0.09%	92
2025 Q3	$272K	Sell	409 -11	-3%	-$7.05K	0.1%	90
2025 Q2	$259K	Sell	420 -1	-0.2%	-$572	0.11%	93
2025 Q1	$233K	Sell	421 -14,678	-97%	-$8.63M	0.11%	91
2024 Q4	$277K	Buy	15,099 +14,649	+3,255%	+$8.63M	0.12%	95
2024 Q3	$258K	Buy	+450	New	+$249K	0.12%	93
2023 Q1	–	Sell	-2,729	Closed	-$1.08M	–	97
2022 Q4	$1.08M	Buy	2,729 +78	+3%	+$30K	0.67%	65
2022 Q3	$947K	Sell	2,651 -604	-19%	-$240K	0.6%	68
2022 Q2	$1.33M	Buy	3,255 +195	+6%	+$79.9K	0.76%	52
2022 Q1	$1.38M	Sell	3,060 -10,407	-77%	-$4.63M	0.71%	54
2021 Q4	$5.9M	Buy	13,467 +10,532	+359%	+$4.84M	3.6%	2
2021 Q3	$1.35M	Sell	2,935 -77	-3%	-$34K	0.75%	57
2021 Q2	$1.33M	Buy	3,012 +200	+7%	+$83.5K	0.75%	58
2021 Q1	$1.11M	Sell	2,812 -121	-4%	-$46.7K	0.72%	58
2020 Q4	$1.1M	Buy	2,933 +102	+4%	+$36.2K	0.69%	58
2020 Q3	$948K	Buy	+2,831	New	+$938K	0.67%	61
2019 Q3	–	Sell	-841	Closed	-$246K	–	70
2019 Q2	$246K	Sell	841 -772	-48%	-$222K	0.21%	62
2019 Q1	$456K	Sell	1,613 -10,760	-87%	-$2.92M	0.42%	56
2018 Q4	$3.09M	Buy	+12,373	New	+$3.34M	3.39%	2
2018 Q1	–	Sell	-1,763	Closed	-$470K	–	76
2017 Q4	$470K	Buy	+1,763	New	+$458K	0.41%	57

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

Altman Advisors's SPY Position: Q2 2026 in Review

Altman Advisors opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 325 shares worth $243K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings. This is a return to the name: Altman Advisors previously reported a position in SPY as recently as Q4 2025.

Altman Advisors first reported a position in SPY in Q4 2017 and has held it in 21 quarters since. The position peaked at $5.9M in Q4 2021. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Altman Advisors held 325 shares of State Street SPDR S&P 500 ETF Trust worth $243K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Altman Advisors position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.09% of Altman Advisors's portfolio in Q2 2026, its #91 holding.
Altman Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 21 quarters since.
Altman Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.9M in Q4 2021.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.