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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Altus Wealth Group 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)
1,420
Value
$1.06M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of SPY by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,420$1.06M0.4%−957−40.3%ReducedHolders
Q1 20262,377$1.55M0.6%+1,034+77.0%AddedHolders
Q4 20251,343$916.1K0.4%−356−21.0%ReducedHolders
Q3 20251,699$1.13M0.5%−10−0.6%ReducedHolders
Q2 20251,709$1.06M0.5%+428+33.4%AddedHolders
Q1 20251,281$716.7K0.3%+13+1.0%AddedHolders
Q4 20241,268$743.3K0.3%−377−22.9%ReducedHolders
Q3 20241,645$943.9K0.4%+462+39.1%AddedHolders
Q2 20241,183$643.9K0.3%−2,047−63.4%ReducedHolders
Q1 20243,230$1.69M0.8%+419+14.9%AddedHolders
Q4 20232,811$1.34M0.7%+1,542+121.5%AddedHolders
Q3 20231,269$542.4K0.3%00.0%UnchangedHolders
Q2 20231,269$562.4K0.3%+1+0.1%AddedHolders
Q1 20231,268$518.9K0.3%−65−4.9%ReducedHolders
Q4 20221,333$509.9K0.4%+767+135.5%AddedHolders
Q3 2022566$243.0K0.2%00.0%UnchangedHolders
Q2 2022566$243.0K0.2%−60−9.6%ReducedHolders
Q1 2022626$283.0K0.2%+15+2.5%AddedHolders
Q4 2021611$290.0K0.2%+45+8.0%AddedHolders
Q3 2021566$243.0K0.2%+19+3.5%AddedHolders
Q2 2021547$234.0K0.2%00.0%UnchangedHolders
Q1 2021547$227.0K0.2%––Holders

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