UBS Group’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 | $2.88B | Sell |
4,426,800
-463,500
| -9% | -$315M | 0.43% | 24 |
|
|
2025
Q4 | $3.33B | Sell |
4,890,300
-23,592,690
| -83% | -$15.9B | 0.54% | 16 |
|
|
2025
Q3 | $19B | Buy |
28,482,990
+22,529,999
| +378% | +$14.4B | 2.97% | 1 |
|
|
2025
Q2 | $3.68B | Sell |
5,952,991
-6,312,257
| -51% | -$3.61B | 0.64% | 14 |
|
|
2025
Q1 | $6.86B | Buy |
12,265,248
+6,953,048
| +131% | +$4.09B | 1.26% | 6 |
|
|
2024
Q4 | $3.11B | Sell |
5,312,200
-7,867,600
| -60% | -$4.64B | 0.58% | 13 |
|
|
2024
Q3 | $7.56B | Buy |
13,179,800
+5,153,520
| +64% | +$2.85B | 1.65% | 4 |
|
|
2024
Q2 | $4.37B | Sell |
8,026,280
-31,687,410
| -80% | -$16.6B | 1.08% | 8 |
|
|
2024
Q1 | $20.8B | Buy |
39,713,690
+30,551,590
| +333% | +$15.2B | 5.17% | 1 |
|
|
2023
Q4 | $4.35B | Sell |
9,162,100
-7,127,800
| -44% | -$3.18B | 1.3% | 3 |
|
|
2023
Q3 | $6.96B | Buy |
16,289,900
+2,975,200
| +22% | +$1.32B | 2.4% | 1 |
|
|
2023
Q2 | $5.9B | Sell |
13,314,700
-6,264,300
| -32% | -$2.63B | 1.99% | 3 |
|
|
2023
Q1 | $8.02B | Buy |
19,579,000
+6,099,700
| +45% | +$2.43B | 2.93% | 1 |
|
|
2022
Q4 | $5.15B | Buy |
13,479,300
+1,146,900
| +9% | +$441M | 1.92% | 3 |
|
|
2022
Q3 | $4.4B | Buy |
12,332,400
+6,742,300
| +121% | +$2.68B | 1.93% | 3 |
|
|
2022
Q2 | $2.11B | Sell |
5,590,100
-360,700
| -6% | -$148M | 0.87% | 7 |
|
|
2022
Q1 | $2.69B | Sell |
5,950,800
-3,599,300
| -38% | -$1.6B | 0.9% | 7 |
|
|
2021
Q4 | $4.54B | Buy |
9,550,100
+469,000
| +5% | +$215M | 1.3% | 5 |
|
|
2021
Q3 | $3.9B | Sell |
9,081,100
-7,665,700
| -46% | -$3.38B | 1.23% | 4 |
|
|
2021
Q2 | $7.17B | Buy |
16,746,800
+3,615,500
| +28% | +$1.51B | 2.31% | 2 |
|
|
2021
Q1 | $5.2B | Buy |
13,131,300
+5,608,300
| +75% | +$2.16B | 1.73% | 3 |
|
|
2020
Q4 | $2.81B | Sell |
7,523,000
-6,132,800
| -45% | -$2.18B | 0.95% | 7 |
|
|
2020
Q3 | $4.57B | Sell |
13,655,800
-5,085,400
| -27% | -$1.69B | 1.72% | 4 |
|
|
2020
Q2 | $5.78B | Sell |
18,741,200
-11,012,800
| -37% | -$3.22B | 2.44% | 2 |
|
|
2020
Q1 | $7.67B | Buy |
29,754,000
+18,041,200
| +154% | +$5.5B | 3.61% | 1 |
|
|
2019
Q4 | $3.77B | Sell |
11,712,800
-13,474,200
| -53% | -$4.15B | 1.31% | 4 |
|
|
2019
Q3 | $7.47B | Buy |
25,187,000
+3,388,700
| +16% | +$1B | 2.88% | 1 |
|
|
2019
Q2 | $6.39B | Sell |
21,798,300
-2,254,708
| -9% | -$649M | 2.46% | 2 |
|
|
2019
Q1 | $6.79B | Sell |
24,053,008
-1,216,192
| -5% | -$330M | 2.81% | 1 |
|
|
2018
Q4 | $6.32B | Buy |
25,269,200
+3,207,100
| +15% | +$865M | 2.86% | 2 |
|
|
2018
Q3 | $6.41B | Buy |
22,062,100
+4,679,900
| +27% | +$1.33B | 2.54% | 2 |
|
|
2018
Q2 | $4.72B | Sell |
17,382,200
-30,161,100
| -63% | -$8.14B | 2.04% | 2 |
|
|
2018
Q1 | $12.5B | Buy |
47,543,300
+7,286,600
| +18% | +$1.99B | 5.4% | 1 |
|
|
2017
Q4 | $10.7B | Sell |
40,256,700
-6,125,400
| -13% | -$1.59B | 4.41% | 1 |
|
|
2017
Q3 | $11.7B | Buy |
46,382,100
+27,609,400
| +147% | +$6.81B | 5.39% | 1 |
|
|
2017
Q2 | $4.54B | Buy |
18,772,700
+1,703,900
| +10% | +$408M | 2.35% | 2 |
|
|
2017
Q1 | $4.02B | Sell |
17,068,800
-15,692,100
| -48% | -$3.65B | 2.2% | 2 |
|
|
2016
Q4 | $7.32B | Buy |
32,760,900
+22,009,600
| +205% | +$4.81B | 4.04% | 2 |
|
|
2016
Q3 | $2.33B | Sell |
10,751,300
-3,777,800
| -26% | -$817M | 1.39% | 2 |
|
|
2016
Q2 | $3.04B | Buy |
14,529,100
+556,300
| +4% | +$115M | 1.91% | 2 |
|
|
2016
Q1 | $2.87B | Buy |
13,972,800
+3,657,300
| +35% | +$714M | 1.92% | 3 |
|
|
2015
Q4 | $2.1B | Sell |
10,315,500
-4,258,150
| -29% | -$874M | 1.37% | 3 |
|
|
2015
Q3 | $2.79B | Buy |
14,573,650
+9,782,400
| +204% | +$1.98B | 1.98% | 2 |
|
|
2015
Q2 | $986M | Sell |
4,791,250
-2,951,700
| -38% | -$621M | 0.66% | 9 |
|
|
2015
Q1 | $1.6B | Buy |
7,742,950
+1,187,000
| +18% | +$245M | 1.1% | 4 |
|
|
2014
Q4 | $1.35B | Buy |
+6,555,950
| New | +$1.32B | 0.94% | 4 |
|
Other funds holding SPY
GAM
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.