Itau Unibanco Holding S.A.’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Itau Unibanco Holding S.A.’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
2025 Q4	–	Sell	-650	Closed	-$141K	–	465
2025 Q3	$141K	Buy	+650	New	+$417K	﹤0.01%	185
2024 Q2	–	Sell	-1,000	Closed	-$10.6K	–	364
2024 Q1	$10.6K	Buy	+1,000	New	+$498K	﹤0.01%	113
2023 Q3	–	Sell	-250	Closed	-$2.52K	–	554
2023 Q2	$2.52K	Buy	+250	New	+$105K	﹤0.01%	503
2022 Q4	–	Sell	-650	Closed	-$211K	–	623
2022 Q3	$211K	Hold	650	–	–	0.01%	218
2022 Q2	$332K	Buy	+650	New	+$266K	0.01%	179
2022 Q1	–	Sell	-4,695	Closed	-$1.24M	–	551
2021 Q4	$1.24M	Sell	4,695 -1,248	-21%	-$573K	0.04%	116
2021 Q3	$2.61M	Buy	5,943 +63	+1%	+$27.8K	0.14%	86
2021 Q2	$2.25M	Buy	5,880 +2,170	+58%	+$906K	0.11%	81
2021 Q1	$1.9M	Sell	3,710 -4,595	-55%	-$1.77M	0.14%	83
2020 Q4	$1.53M	Buy	8,305 +8,150	+5,258%	+$2.89M	0.07%	109
2020 Q3	$2.63M	Sell	155 -2,275	-94%	-$754K	0.13%	84
2020 Q2	$1.81M	Buy	+2,430	New	+$711K	0.1%	87
2020 Q1	–	Sell	-675	Closed	-$601K	–	820
2019 Q4	$601K	Buy	+675	New	+$208K	0.03%	113
2019 Q2	–	Sell	-3,703	Closed	-$43.1M	–	813
2019 Q1	$43.1M	Hold	3,703	–	–	1.95%	14
2018 Q4	$43.1M	Sell	3,703 -2,497	-40%	-$673K	1.95%	14
2018 Q3	$25.4M	Buy	6,200 +1,797	+41%	+$512K	1.45%	18
2018 Q2	$26.1M	Buy	4,403 +2,500	+131%	+$675K	2.77%	7
2018 Q1	$4.88B	Buy	+1,903	New	+$519K	31.64%	2
2017 Q4	–	Sell	-500	Closed	-$1.44M	–	624
2017 Q3	$1.44M	Sell	500 -350	-41%	-$86.3K	0.1%	115
2017 Q2	$2K	Buy	+850	New	+$204K	﹤0.01%	641
2017 Q1	–	Sell	-1,000	Closed	-$1.86M	–	792
2016 Q4	$1.86M	Sell	1,000 -750	-43%	-$164K	0.23%	57
2016 Q3	$10.7M	Buy	1,750 +750	+75%	+$162K	1.21%	19
2016 Q2	$3.02M	Buy	+1,000	New	+$207K	0.5%	30

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

Itau Unibanco Holding S.A.'s SPY Position: Q1 2026 in Review

Itau Unibanco Holding S.A. increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23% in Q1 2026, buying an estimated $74M and bringing the position to 586,330 shares worth $381M. The position accounts for 8.85% of the portfolio, ranked #2.

Itau Unibanco Holding S.A. first reported a position in SPY in Q2 2016 and has held it in 38 quarters since. The position peaked at $662M in Q4 2017. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Itau Unibanco Holding S.A. held 586,330 shares of State Street SPDR S&P 500 ETF Trust worth $381M as of Q1 2026.
Itau Unibanco Holding S.A. bought 108,873 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $74M.
State Street SPDR S&P 500 ETF Trust made up 8.85% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #2 holding.
Itau Unibanco Holding S.A. first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2016 and has held it in 38 quarters since.
Itau Unibanco Holding S.A.'s State Street SPDR S&P 500 ETF Trust position peaked at $662M 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 Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.