AlTi Global’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

AlTi Global’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383M	Buy	584,387 +48,278	+9%	+$32.8M	8.32%	3
2025 Q4	$366M	Sell	536,109 -2,678	-0.5%	-$1.81M	7.86%	4
2025 Q3	$360M	Buy	538,787 +248	+0%	+$159K	8.44%	3
2025 Q2	$336M	Buy	538,539 +80,840	+18%	+$46.2M	8.43%	3
2025 Q1	$257M	Buy	457,699 +3,859	+0.9%	+$2.27M	6.73%	5
2024 Q4	$270M	Sell	453,840 -15,182	-3%	-$8.94M	6.51%	5
2024 Q3	$270M	Buy	469,022 +5,239	+1%	+$2.9M	6.49%	5
2024 Q2	$253M	Sell	463,783 -12,789	-3%	-$6.69M	6.8%	5
2024 Q1	$250M	Sell	476,572 -28,811	-6%	-$14.3M	6.95%	5
2023 Q4	$241M	Buy	+505,383	New	+$225M	7.38%	4

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlTi Global's SPY Position: Q1 2026 in Review

AlTi Global increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 9% in Q1 2026, buying an estimated $32.8M and bringing the position to 584,387 shares worth $383M. The position accounts for 8.32% of the portfolio, ranked #3.

AlTi Global first reported a position in SPY in Q4 2023 and has held it in 10 quarters since. 4,560 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

AlTi Global held 584,387 shares of State Street SPDR S&P 500 ETF Trust worth $383M as of Q1 2026.
AlTi Global bought 48,278 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $32.8M.
State Street SPDR S&P 500 ETF Trust made up 8.32% of AlTi Global's portfolio in Q1 2026, its #3 holding.
AlTi Global first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 10 quarters since.
4,560 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.