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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Altus Wealth Group's SPY Position: Q2 2026 in Review

Altus Wealth Group reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 40% in Q2 2026, selling an estimated $694K and leaving 1,420 shares worth $1.06M. The position accounts for 0.38% of the portfolio, ranked #44.

Altus Wealth Group first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q1 2024. 2,123 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Altus Wealth Group held 1,420 shares of State Street SPDR S&P 500 ETF Trust worth $1.06M as of Q2 2026.
  • Altus Wealth Group sold 957 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $694K.
  • State Street SPDR S&P 500 ETF Trust made up 0.38% of Altus Wealth Group's portfolio in Q2 2026, its #44 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 23 quarters since.
  • Altus Wealth Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.69M in Q1 2024.
  • 2,123 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.