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 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 $1.56T 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

Altman Advisors's SPY Position: Q1 2026 in Review

Altman Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 365 shares — an estimated $249K sold.

Altman Advisors first reported a position in SPY in Q4 2017 and held it in 20 quarters. The position peaked at $5.9M in Q4 2021. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Altman Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
Altman Advisors sold 365 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $249K.
Altman Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and held it in 20 quarters.
Altman Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $5.9M in Q4 2021.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.