New Age Alpha Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$95K 1022
2024
Q4
$95K Buy
+500
New +$295K ﹤0.01% 743
2024
Q3
Sell
-300
Closed -$229K 211
2024
Q2
$229K Buy
300
+282
+1,567% +$148K 0.12% 39
2024
Q1
$470K Sell
18
-182
-91% -$90.6K 0.28% 32
2023
Q4
$160K Buy
+200
New +$89.1K 0.12% 35

Other funds holding SPY

New Age Alpha Advisors's SPY Position: Q1 2026 in Review

New Age Alpha Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q1 2026, buying an estimated $692K and bringing the position to 11,011 shares worth $7.16M. The position accounts for 0.33% of the portfolio, ranked #68.

New Age Alpha Advisors first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.69M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • New Age Alpha Advisors held 11,011 shares of State Street SPDR S&P 500 ETF Trust worth $7.16M as of Q1 2026.
  • New Age Alpha Advisors bought 1,018 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $692K.
  • State Street SPDR S&P 500 ETF Trust made up 0.33% of New Age Alpha Advisors's portfolio in Q1 2026, its #68 holding.
  • New Age Alpha Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.69M in Q3 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.