Skip to main content
Livermore
Livermore
ZHEN

Altus Wealth Management, LLC

SEC CIK
0001802107
Latest filing
Jul 21, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Altus Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
2,541
Value
$1.90M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of SPY by Altus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,541$1.90M0.7%−46−1.8%ReducedHolders
Q1 20262,587$1.68M0.7%−35−1.3%ReducedHolders
Q4 20252,622$1.79M0.8%−102−3.7%ReducedHolders
Q3 20252,724$1.81M0.8%−14−0.5%ReducedHolders
Q2 20252,738$1.69M0.8%−668−19.6%ReducedHolders
Q1 20253,406$1.91M0.9%−155−4.4%ReducedHolders
Q4 20243,561$2.09M0.9%+394+12.4%AddedHolders
Q3 20243,167$1.82M0.9%−4−0.1%ReducedHolders
Q2 20243,171$1.73M0.8%+29+0.9%AddedHolders
Q1 20243,142$1.64M0.9%−2−0.1%ReducedHolders
Q4 20233,144$1.49M0.9%+856+37.4%AddedHolders
Q3 20232,288$978.3K0.7%−30−1.3%ReducedHolders
Q2 20232,318$1.03M0.8%00.0%UnchangedHolders
Q1 20232,318$948.9K0.8%−1,169−33.5%ReducedHolders
Q4 20223,487$1.33M1.2%+1,918+122.2%AddedHolders
Q3 20221,569$560.0K0.5%−173−9.9%ReducedHolders
Q2 20221,742$657.0K0.5%+71+4.2%AddedHolders
Q1 20221,671$755.0K0.5%+107+6.8%AddedHolders
Q4 20211,564$743.0K0.4%−390−20.0%ReducedHolders
Q3 20211,954$838.0K0.5%+1+0.1%AddedHolders
Q2 20211,953$836.0K0.5%+148+8.2%AddedHolders
Q1 20211,805$715.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.