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

Altus Wealth Management’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 		$1.9M Sell
2,541
-46
-2% -$33.4K 0.73% 10
2026
Q1 		$1.68M Sell
2,587
-35
-1% -$23.8K 0.75% 10
2025
Q4 		$1.79M Sell
2,622
-102
-4% -$68.9K 0.77% 11
2025
Q3 		$1.81M Sell
2,724
-14
-0.5% -$8.97K 0.8% 11
2025
Q2 		$1.69M Sell
2,738
-668
-20% -$382K 0.81% 11
2025
Q1 		$1.91M Sell
3,406
-155
-4% -$91.1K 0.89% 13
2024
Q4 		$2.09M Buy
3,561
+394
+12% +$232K 0.93% 12
2024
Q3 		$1.82M Sell
3,167
-4
-0.1% -$2.21K 0.85% 13
2024
Q2 		$1.73M Buy
3,171
+29
+0.9% +$15.2K 0.83% 12
2024
Q1 		$1.64M Sell
3,142
-2
-0.1% -$996 0.86% 10
2023
Q4 		$1.49M Buy
3,144
+856
+37% +$381K 0.89% 10
2023
Q3 		$978K Sell
2,288
-30
-1% -$13.3K 0.68% 14
2023
Q2 		$1.03M Hold
2,318
– – 0.81% 10
2023
Q1 		$949K Sell
2,318
-1,169
-34% -$466K 0.78% 10
2022
Q4 		$1.33M Buy
3,487
+1,918
+122% +$737K 1.18% 9
2022
Q3 		$560K Sell
1,569
-173
-10% -$68.7K 0.48% 16
2022
Q2 		$657K Buy
1,742
+71
+4% +$29.1K 0.51% 17
2022
Q1 		$755K Buy
1,671
+107
+7% +$47.6K 0.52% 18
2021
Q4 		$743K Sell
1,564
-390
-20% -$179K 0.44% 17
2021
Q3 		$838K Buy
1,954
+1
+0.1% +$441 0.53% 16
2021
Q2 		$836K Buy
1,953
+148
+8% +$61.8K 0.54% 17
2021
Q1 		$715K Buy
1,805
+14
+0.8% +$5.4K 0.51% 18
2020
Q4 		$670K Sell
1,791
-112
-6% -$39.7K 0.52% 17
2020
Q3 		$637K Sell
1,903
-216
-10% -$71.6K 0.59% 15
2020
Q2 		$654K Buy
2,119
+81
+4% +$23.7K 0.73% 12
2020
Q1 		$525K Buy
+2,038
New +$622K 0.75% 12

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
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
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

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

Altus Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, selling an estimated $33.4K and leaving 2,541 shares worth $1.9M. The position accounts for 0.73% of the portfolio, ranked #10.

Altus Wealth Management first reported a position in SPY in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.09M in Q4 2024. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Altus Wealth Management held 2,541 shares of State Street SPDR S&P 500 ETF Trust worth $1.9M as of Q2 2026.
  • Altus Wealth Management sold 46 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $33.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.73% of Altus Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Altus Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 26 quarters since.
  • Altus Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $2.09M in Q4 2024.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.