WELLINGTON-ALTUS USA INC.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

WELLINGTON-ALTUS USA INC.’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	$926K	Sell	1,424 -108	-7%	-$78.3K	0.66%	31
2026 Q1	$1.14M	Buy	1,532 +242	+19%	+$165K	0.67%	29
2025 Q4	$880K	Buy	+1,290	New	+$872K	0.65%	33

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

WELLINGTON-ALTUS USA INC.'s SPY Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 7% in Q2 2026, selling an estimated $78.3K and leaving 1,424 shares worth $926K. The position accounts for 0.66% of the portfolio, ranked #31.

WELLINGTON-ALTUS USA INC. first reported a position in SPY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

WELLINGTON-ALTUS USA INC. held 1,424 shares of State Street SPDR S&P 500 ETF Trust worth $926K as of Q2 2026.
WELLINGTON-ALTUS USA INC. sold 108 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $78.3K.
State Street SPDR S&P 500 ETF Trust made up 0.66% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #31 holding.
WELLINGTON-ALTUS USA INC. first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2025 and has held it in 3 quarters since.
WELLINGTON-ALTUS USA INC.'s State Street SPDR S&P 500 ETF Trust position peaked at $1.14M in Q1 2026.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.