Bank Julius Baer & Co
SPY icon

Bank Julius Baer & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bank Julius Baer & Co’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 		$905M Sell
1,390,820
-128,384
-8% -$87.3M 2.73% 6
2025
Q4 		$1.04B Buy
1,519,204
+106,807
+8% +$72.2M 2.86% 6
2025
Q3 		$941M Buy
1,412,397
+67,675
+5% +$43.4M 2.65% 8
2025
Q2 		$831M Sell
1,344,722
-71,423
-5% -$40.8M 2.47% 9
2025
Q1 		$792M Sell
1,416,145
-115,522
-8% -$67.9M 2.57% 8
2024
Q4 		$990M Buy
1,531,667
+149,897
+11% +$88.3M 3.06% 6
2024
Q3 		$939M Sell
1,381,770
-91,874
-6% -$50.8M 3.16% 6
2024
Q2 		$894M Sell
1,473,644
-196,802
-12% -$103M 3.42% 6
2024
Q1 		$874M Sell
1,670,446
-30,815
-2% -$15.3M 3.35% 4
2023
Q4 		$809M Sell
1,701,261
-48,803
-3% -$21.7M 3.42% 5
2023
Q3 		$748M Buy
1,750,064
+73,293
+4% +$32.6M 4.36% 3
2023
Q2 		$743M Buy
1,676,771
+72,198
+4% +$30.3M 4.42% 4
2023
Q1 		$657M Sell
1,604,573
-131,942
-8% -$52.6M 4.17% 4
2022
Q4 		$664M Sell
1,736,515
-821
-0% -$316K 4.54% 2
2022
Q3 		$621M Sell
1,737,336
-87,288
-5% -$34.7M 4.72% 2
2022
Q2 		$688M Sell
1,824,624
-147,544
-7% -$60.4M 4.86% 2
2022
Q1 		$891M Buy
1,972,168
+91,184
+5% +$40.6M 5.33% 2
2021
Q4 		$893M Buy
1,880,984
+268,798
+17% +$123M 4.77% 3
2021
Q3 		$692M Buy
1,612,186
+219,879
+16% +$97M 4.3% 3
2021
Q2 		$596M Buy
1,392,307
+271,308
+24% +$113M 3.78% 4
2021
Q1 		$444M Buy
1,120,999
+159,362
+17% +$61.5M 3.33% 5
2020
Q4 		$360M Buy
961,637
+66,647
+7% +$23.6M 2.95% 6
2020
Q3 		$300M Buy
894,990
+881,744
+6,657% +$292M 2.93% 8
2020
Q2 		$247M Sell
13,246
-741,043
-98% -$217M 2.84% 8
2020
Q1 		$194M Buy
+754,289
New +$230M 4.5% 4

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co's SPY Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.5% in Q1 2026, selling an estimated $87.3M and leaving 1,390,820 shares worth $905M. The position accounts for 2.73% of the portfolio, ranked #6.

Bank Julius Baer & Co first reported a position in SPY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.04B in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Bank Julius Baer & Co held 1,390,820 shares of State Street SPDR S&P 500 ETF Trust worth $905M as of Q1 2026.
  • Bank Julius Baer & Co sold 128,384 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $87.3M.
  • State Street SPDR S&P 500 ETF Trust made up 2.73% of Bank Julius Baer & Co's portfolio in Q1 2026, its #6 holding.
  • Bank Julius Baer & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's State Street SPDR S&P 500 ETF Trust position peaked at $1.04B in Q4 2025.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.