ALTFEST L J & CO INC QNDX — SPDR SERIES TRUST

Ownership history in ALTFEST L J & CO INC  ·  1 quarter on record

AI Ownership Summary

ALTFEST L J & CO INC reported SPDR SERIES TRUST (QNDX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.23% in 2026 Q2. The latest visible filing shows QNDX at 1.23% 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 QNDX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTFEST L J & CO INC'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

QNDX was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% 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
2026 Q2 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.

How ALTFEST L J & CO INC held QNDX — position size vs. price
% of Fund (quarterly)    QNDX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 506,601 — — 1.23% $12.6M 2026-07-30 $23.11

🏢 Other funds also holding QNDX

As of 2026 Q3 — sorted by position size

Beacon Capital Management, Inc. 3Y 7Y 0.46% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About ALTFEST L J & CO INC and QNDX

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

How long has ALTFEST L J & CO INC reported owning QNDX?

ALTFEST L J & CO INC reported QNDX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported QNDX position in ALTFEST L J & CO INC's portfolio?

The largest reported portfolio weight for QNDX was 1.23% in 2026 Q2.

What is the latest reported QNDX position on this page?

The most recent filing on this page is 2026 Q2, when ALTFEST L J & CO INC reported 506,601 shares, equal to 1.23% of portfolio, with an estimated market value of $12.6M.

What does the chart on this QNDX ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly QNDX 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.

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