A detailed history of Alteri Wealth LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Alteri Wealth LLC holds 1,036 shares of SPY stock, worth $684,423. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,036
Previous 941 10.1%
Holding current value
$684,423
Previous $526 Million 21.62%
% of portfolio
0.25%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$496.48 - $617.85 $47,165 - $58,695
95 Added 10.1%
1,036 $640 Million
Q1 2025

May 07, 2025

BUY
$551.42 - $612.93 $9,925 - $11,032
18 Added 1.95%
941 $526 Million
Q4 2024

Feb 14, 2025

BUY
$567.81 - $607.81 $524,088 - $561,008
923 New
923 $541 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Alteri Wealth LLC Portfolio

Follow Alteri Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.