Altus Wealth Group
SPY icon

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

Altus Wealth 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
Q3 		$1.08M Sell
1,411
-9
-0.6% -$6.84K 0.4% 37
2026
Q2 		$1.06M Sell
1,420
-957
-40% -$694K 0.38% 44
2026
Q1 		$1.55M Buy
2,377
+1,034
+77% +$703K 0.63% 32
2025
Q4 		$916K Sell
1,343
-356
-21% -$241K 0.37% 51
2025
Q3 		$1.13M Sell
1,699
-10
-0.6% -$6.41K 0.46% 43
2025
Q2 		$1.06M Buy
1,709
+428
+33% +$245K 0.47% 45
2025
Q1 		$717K Buy
1,281
+13
+1% +$7.64K 0.34% 61
2024
Q4 		$743K Sell
1,268
-377
-23% -$222K 0.33% 69
2024
Q3 		$944K Buy
1,645
+462
+39% +$255K 0.4% 56
2024
Q2 		$644K Sell
1,183
-2,047
-63% -$1.07M 0.32% 65
2024
Q1 		$1.69M Buy
3,230
+419
+15% +$209K 0.85% 31
2023
Q4 		$1.34M Buy
2,811
+1,542
+122% +$687K 0.74% 34
2023
Q3 		$542K Hold
1,269
– – 0.34% 70
2023
Q2 		$562K Buy
1,269
+1
+0.1% +$420 0.35% 73
2023
Q1 		$519K Sell
1,268
-65
-5% -$25.9K 0.35% 73
2022
Q4 		$510K Buy
1,333
+767
+136% +$295K 0.39% 68
2022
Q3 		$243K Hold
566
– – 0.24% 94
2022
Q2 		$243K Sell
566
-60
-10% -$24.6K 0.24% 94
2022
Q1 		$283K Buy
626
+15
+2% +$6.68K 0.23% 84
2021
Q4 		$290K Buy
611
+45
+8% +$20.7K 0.24% 89
2021
Q3 		$243K Buy
566
+19
+3% +$8.38K 0.24% 94
2021
Q2 		$234K Hold
547
– – 0.23% 97
2021
Q1 		$227K Buy
547
+43
+9% +$16.6K 0.23% 94
2020
Q4 		$187K Buy
+504
New +$179K 0.18% 99

Other funds holding SPY

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Altus Wealth Group's SPY Position: Q3 2026 in Review

Altus Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.63% in Q3 2026, selling an estimated $6.84K and leaving 1,411 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #37.

Altus Wealth Group first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.69M in Q1 2024. 3,363 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Altus Wealth Group held 1,411 shares of State Street SPDR S&P 500 ETF Trust worth $1.08M as of Q3 2026.
  • Altus Wealth Group sold 9 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $6.84K.
  • State Street SPDR S&P 500 ETF Trust made up 0.4% of Altus Wealth Group's portfolio in Q3 2026, its #37 holding.
  • Altus Wealth Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q1 2024.
  • 3,363 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.