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 Q2	$9.28M	Buy	12,425 +426	+4%	+$309K	3.48%	4
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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA Swiss Advisors's SPY Position: Q2 2026 in Review

SSA Swiss Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.6% in Q2 2026, buying an estimated $309K and bringing the position to 12,425 shares worth $9.28M. The position accounts for 3.48% of the portfolio, ranked #4.

SSA Swiss Advisors first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SSA Swiss Advisors held 12,425 shares of State Street SPDR S&P 500 ETF Trust worth $9.28M as of Q2 2026.
SSA Swiss Advisors bought 426 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $309K.
State Street SPDR S&P 500 ETF Trust made up 3.48% of SSA Swiss Advisors's portfolio in Q2 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 6 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.