Alvarez & Marsal Private Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$78.2M	Hold	104,447	–	–	10.31%	2
2026 Q1	$68.1M	Hold	104,447	–	–	9.56%	3
2025 Q4	$71.4M	Buy	+104,447	New	+$70.6M	13.72%	1

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

Alvarez & Marsal Private Wealth Partners's SPY Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 104,447 shares worth $78.2M. The position accounts for 10.31% of the portfolio, ranked #2.

Alvarez & Marsal Private Wealth Partners first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 104,447 shares of State Street SPDR S&P 500 ETF Trust worth $78.2M as of Q2 2026.
Alvarez & Marsal Private Wealth Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 10.31% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #2 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.