Alliance Wealth Advisors, LLC /UT SPTS — SPDR SERIES TRUST

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  4 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported SPDR SERIES TRUST (SPTS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 5.38% in 2026 Q2. The latest visible filing shows SPTS at 5.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPTS was reported at 5.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.38% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPTS stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT held SPTS — position size vs. price
% of Fund (quarterly)    SPTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 983,283 +219,730 +28.8% 5.38% $28.5M 2026-07-23 $28.88
2026 Q1 ADDED — — — 763,553 +348,600 +84.0% 4.82% $22.3M 2026-05-12 $28.84
2025 Q4 ADDED — — — 414,953 +391,549 +1673.0% 2.63% $12.1M 2026-02-02 $28.76
2025 Q3 INITIATED — — — 23,404 — — 0.16% $686K 2025-11-10 $28.53

🏢 Other funds also holding SPTS

As of 2026 Q2 — sorted by position size

Financial Solutions Advisory Group, Inc. 13.18% DAGCO, INC. 3Y 7Y 9.86% Transmarket Holdings LP 8.05% S. R. Schill & Associates 3Y 7Y 6.41% Private Wealth Group, LLC 3Y 7Y 6.16% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 5.54% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 4.64% Crane Advisory, LLC 3Y 4.14% HHM Wealth Advisors, LLC 3Y 7Y 3.78% Boston Standard Wealth Management, LLC 3Y 7Y 3.76%

FAQ About Alliance Wealth Advisors, LLC /UT and SPTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning SPTS?

Alliance Wealth Advisors, LLC /UT reported SPTS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SPTS position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for SPTS was 5.38% in 2026 Q2.

What is the latest reported SPTS position on this page?

The most recent filing on this page is 2026 Q2, when Alliance Wealth Advisors, LLC /UT reported 983,283 shares, equal to 5.38% of portfolio, with an estimated market value of $28.5M.

What does the chart on this SPTS ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly SPTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Alliance Wealth Advisors, LLC /UT time their SPTS position?

Based on 13F filing dates vs. subsequent SPTS price moves, Alliance Wealth Advisors, LLC /UT correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SPTS relative to SPY over the holding period was +98870.0%.

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