SSA Swiss Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SSA Swiss Advisors’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	$7.8M	Buy	11,999 +1,445	+14%	+$982K	3.62%	4
2025 Q4	$7.2M	Sell	10,554 -1,288	-11%	-$871K	3.35%	3
2025 Q3	$7.87M	Buy	11,842 +213	+2%	+$137K	3.66%	3
2025 Q2	$7.34M	Sell	11,629 -4,595	-28%	-$2.63M	3.54%	2
2025 Q1	$9.08M	Buy	+16,224	New	+$9.54M	4.65%	2

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

SSA Swiss Advisors's SPY Position: Q1 2026 in Review

SSA Swiss Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q1 2026, buying an estimated $982K and bringing the position to 11,999 shares worth $7.8M. The position accounts for 3.62% of the portfolio, ranked #4.

SSA Swiss Advisors first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.08M in Q1 2025. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

SSA Swiss Advisors held 11,999 shares of State Street SPDR S&P 500 ETF Trust worth $7.8M as of Q1 2026.
SSA Swiss Advisors bought 1,445 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $982K.
State Street SPDR S&P 500 ETF Trust made up 3.62% of SSA Swiss Advisors's portfolio in Q1 2026, its #4 holding.
SSA Swiss Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 5 quarters since.
SSA Swiss Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $9.08M in Q1 2025.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.