Compagnie Lombard Odier SCmA’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$626K Sell
963
-1,307
-58% -$889K 0.01% 186
2025
Q4
$1.55M Buy
+2,270
New +$1.53M 0.02% 129
2025
Q3
Sell
-1,125
Closed -$695K 463
2025
Q2
$695K Buy
1,125
+740
+192% +$423K 0.01% 169
2025
Q1
$215K Sell
385
-124
-24% -$72.9K ﹤0.01% 253
2024
Q4
$298K Sell
509
-1,198
-70% -$706K ﹤0.01% 212
2024
Q3
$979K Sell
1,707
-111
-6% -$61.4K 0.02% 148
2024
Q2
$989K Sell
1,818
-17,548
-91% -$9.18M 0.02% 143
2024
Q1
$10.1M Sell
19,366
-600
-3% -$299K 0.18% 79
2023
Q4
$9.49M Buy
19,966
+2,125
+12% +$947K 0.18% 81
2023
Q3
$7.63M Sell
17,841
-214
-1% -$95.2K 0.18% 78
2023
Q2
$8M Sell
18,055
-816
-4% -$342K 0.22% 62
2023
Q1
$7.73M Buy
18,871
+61
+0.3% +$24.3K 0.19% 73
2022
Q4
$7.19M Buy
18,810
+150
+0.8% +$57.7K 0.19% 79
2022
Q3
$6.67M Sell
18,660
-3,583
-16% -$1.42M 0.19% 73
2022
Q2
$8.39M Buy
22,243
+760
+4% +$311K 0.21% 68
2022
Q1
$9.7M Sell
21,483
-660
-3% -$294K 0.21% 67
2021
Q4
$10.5M Sell
22,143
-3,467
-14% -$1.59M 0.21% 64
2021
Q3
$11M Buy
25,610
+507
+2% +$224K 0.24% 68
2021
Q2
$10.7M Sell
25,103
-1,845
-7% -$770K 0.24% 65
2021
Q1
$10.7M Sell
26,948
-450
-2% -$174K 0.24% 79
2020
Q4
$10.2M Buy
27,398
+840
+3% +$298K 0.26% 60
2020
Q3
$8.89M Buy
26,558
+230
+0.9% +$76.2K 0.27% 59
2020
Q2
$8.12M Sell
26,328
-3,920
-13% -$1.15M 0.27% 59
2020
Q1
$7.8M Buy
30,248
+4,300
+17% +$1.31M 0.33% 57
2019
Q4
$8.35M Hold
25,948
0.32% 57
2019
Q3
$7.7M Sell
25,948
-1,100
-4% -$325K 0.32% 56
2019
Q2
$7.93M Sell
27,048
-940
-3% -$271K 0.32% 59
2019
Q1
$7.91M Buy
27,988
+840
+3% +$228K 0.33% 60
2018
Q4
$6.79M Sell
27,148
-2,077
-7% -$560K 0.28% 67
2018
Q3
$8.5M Sell
29,225
-210
-0.7% -$59.8K 0.3% 69
2018
Q2
$7.99M Hold
29,435
0.29% 68
2018
Q1
$7.75M Sell
29,435
-52,535
-64% -$14.3M 0.28% 70
2017
Q4
$21.9M Buy
81,970
+31,398
+62% +$8.17M 0.39% 60
2017
Q3
$12.7M Sell
50,572
-2,470
-5% -$609K 0.45% 56
2017
Q2
$12.8M Sell
53,042
-9,542
-15% -$2.29M 0.44% 53
2017
Q1
$14.8M Buy
62,584
+256
+0.4% +$59.5K 0.5% 49
2016
Q4
$13.9M Buy
62,328
+1,975
+3% +$431K 0.41% 57
2016
Q3
$13.1M Buy
60,353
+2,476
+4% +$535K 0.38% 61
2016
Q2
$12.1M Sell
57,877
-5,585
-9% -$1.16M 0.35% 66
2016
Q1
$13M Sell
63,462
-3,868
-6% -$755K 0.4% 59
2015
Q4
$13.7M Buy
67,330
+4,916
+8% +$1.01M 0.43% 49
2015
Q3
$12M Sell
62,414
-13,485
-18% -$2.74M 0.49% 43
2015
Q2
$15.6M Buy
75,899
+19,165
+34% +$4.03M 0.58% 41
2015
Q1
$11.7M Sell
56,734
-12,529
-18% -$2.59M 0.44% 52
2014
Q4
$14.2M Buy
69,263
+33,957
+96% +$6.83M 0.66% 35
2014
Q3
$6.96M Buy
35,306
+4,061
+13% +$803K 0.28% 54
2014
Q2
$6.12M Buy
31,245
+1,341
+4% +$255K 0.24% 62
2014
Q1
$5.59M Sell
29,904
-4,701
-14% -$863K 0.23% 64
2013
Q4
$6.39M Buy
+34,605
New +$6.12M 0.27% 62

Other funds holding SPY

Compagnie Lombard Odier SCmA's SPY Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 58% in Q1 2026, selling an estimated $889K and leaving 963 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #186.

Compagnie Lombard Odier SCmA first reported a position in SPY in Q4 2013 and has held it in 49 quarters since. The position peaked at $21.9M in Q4 2017. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Compagnie Lombard Odier SCmA held 963 shares of State Street SPDR S&P 500 ETF Trust worth $626K as of Q1 2026.
  • Compagnie Lombard Odier SCmA sold 1,307 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $889K.
  • State Street SPDR S&P 500 ETF Trust made up 0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #186 holding.
  • Compagnie Lombard Odier SCmA first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 49 quarters since.
  • Compagnie Lombard Odier SCmA's State Street SPDR S&P 500 ETF Trust position peaked at $21.9M in Q4 2017.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.