UBS Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

UBS Group’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	$2.33B	Buy	3,583,882 +1,224,270	+52%	+$832M	0.35%	39
2025 Q4	$1.61B	Sell	2,359,612 -652,553	-22%	-$441M	0.26%	56
2025 Q3	$2.01B	Sell	3,012,165 -1,190,111	-28%	-$763M	0.31%	38
2025 Q2	$2.6B	Buy	4,202,276 +1,512,228	+56%	+$864M	0.45%	22
2025 Q1	$1.5B	Buy	2,690,048 +1,048,422	+64%	+$616M	0.28%	51
2024 Q4	$962M	Sell	1,641,626 -1,637,220	-50%	-$965M	0.18%	100
2024 Q3	$1.88B	Sell	3,278,846 -390,350	-11%	-$216M	0.41%	32
2024 Q2	$2B	Buy	3,669,196 +2,011,092	+121%	+$1.05B	0.49%	27
2024 Q1	$867M	Sell	1,658,104 -517,120	-24%	-$257M	0.22%	83
2023 Q4	$1.03B	Sell	2,175,224 -1,334,892	-38%	-$595M	0.31%	55
2023 Q3	$1.5B	Sell	3,510,116 -365,284	-9%	-$162M	0.52%	26
2023 Q2	$1.72B	Sell	3,875,400 -1,132,010	-23%	-$475M	0.58%	21
2023 Q1	$2.05B	Buy	5,007,410 +202,809	+4%	+$80.9M	0.75%	10
2022 Q4	$1.84B	Sell	4,804,601 -890,287	-16%	-$342M	0.69%	13
2022 Q3	$2.03B	Buy	5,694,888 +1,118,626	+24%	+$444M	0.89%	8
2022 Q2	$1.73B	Buy	4,576,262 +253,920	+6%	+$104M	0.71%	12
2022 Q1	$1.95B	Buy	4,322,342 +1,789,810	+71%	+$797M	0.65%	14
2021 Q4	$1.2B	Sell	2,532,532 -4,261,298	-63%	-$1.96B	0.34%	50
2021 Q3	$2.92B	Buy	6,793,830 +3,924,530	+137%	+$1.73B	0.92%	11
2021 Q2	$1.23B	Sell	2,869,300 -682,700	-19%	-$285M	0.4%	39
2021 Q1	$1.41B	Sell	3,552,000 -3,514,400	-50%	-$1.36B	0.47%	27
2020 Q4	$2.64B	Sell	7,066,400 -4,023,900	-36%	-$1.43B	0.89%	9
2020 Q3	$3.71B	Buy	11,090,300 +2,484,200	+29%	+$823M	1.4%	7
2020 Q2	$2.65B	Sell	8,606,100 -708,200	-8%	-$207M	1.12%	7
2020 Q1	$2.4B	Sell	9,314,300 -1,863,700	-17%	-$568M	1.13%	7
2019 Q4	$3.6B	Buy	11,178,000 +2,237,600	+25%	+$689M	1.25%	5
2019 Q3	$2.65B	Buy	8,940,400 +3,672,300	+70%	+$1.09B	1.02%	6
2019 Q2	$1.54B	Sell	5,268,100 -1,620,900	-24%	-$467M	0.59%	27
2019 Q1	$1.95B	Sell	6,889,000 -5,564,300	-45%	-$1.51B	0.8%	14
2018 Q4	$3.11B	Buy	12,453,300 +6,770,400	+119%	+$1.83B	1.41%	4
2018 Q3	$1.65B	Sell	5,682,900 -5,277,600	-48%	-$1.5B	0.65%	18
2018 Q2	$2.97B	Buy	10,960,500 +1,318,000	+14%	+$356M	1.29%	5
2018 Q1	$2.54B	Buy	9,642,500 +4,569,300	+90%	+$1.25B	1.1%	4
2017 Q4	$1.35B	Buy	5,073,200 +1,493,900	+42%	+$388M	0.56%	20
2017 Q3	$899M	Buy	3,579,300 +307,700	+9%	+$75.9M	0.42%	37
2017 Q2	$791M	Sell	3,271,600 -280,800	-8%	-$67.3M	0.41%	45
2017 Q1	$837M	Buy	3,552,400 +987,600	+39%	+$229M	0.46%	32
2016 Q4	$573M	Sell	2,564,800 -817,700	-24%	-$179M	0.32%	56
2016 Q3	$732M	Sell	3,382,500 -8,515,600	-72%	-$1.84B	0.44%	35
2016 Q2	$2.49B	Buy	11,898,100 +10,750,600	+937%	+$2.23B	1.57%	3
2016 Q1	$236M	Sell	1,147,500 -4,555,800	-80%	-$889M	0.16%	145
2015 Q4	$1.16B	Sell	5,703,300 -1,042,000	-15%	-$214M	0.75%	11
2015 Q3	$1.29B	Buy	6,745,300 +3,282,200	+95%	+$666M	0.92%	6
2015 Q2	$713M	Buy	3,463,100 +162,700	+5%	+$34.2M	0.47%	19
2015 Q1	$681M	Sell	3,300,400 -2,777,940	-46%	-$573M	0.47%	26
2014 Q4	$1.25B	Buy	+6,078,340	New	+$1.22B	0.87%	6

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

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

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

UBS Group's SPY Position: Q1 2026 in Review

UBS Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q1 2026, buying an estimated $989M and bringing the position to 12,302,084 shares worth $8B. The position accounts for 1.2% of the portfolio, ranked #4.

UBS Group first reported a position in SPY in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.3B in Q1 2016. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

UBS Group held 12,302,084 shares of State Street SPDR S&P 500 ETF Trust worth $8B as of Q1 2026.
UBS Group bought 1,454,597 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $989M.
State Street SPDR S&P 500 ETF Trust made up 1.2% of UBS Group's portfolio in Q1 2026, its #4 holding.
UBS Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 46 quarters since.
UBS Group's State Street SPDR S&P 500 ETF Trust position peaked at $11.3B in Q1 2016.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.