UBS Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

UBS Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$177M	Buy	2,309,952 +258,106	+13%	+$20.6M	0.03%	674
2025 Q4	$165M	Sell	2,051,846 -105,608	-5%	-$8.4M	0.03%	676
2025 Q3	$169M	Buy	2,157,454 +102,311	+5%	+$7.72M	0.03%	679
2025 Q2	$149M	Buy	2,055,143 +196,575	+11%	+$13.2M	0.03%	695
2025 Q1	$122M	Buy	1,858,568 +274,324	+17%	+$19M	0.02%	798
2024 Q4	$109M	Buy	1,584,244 +548,217	+53%	+$38M	0.02%	869
2024 Q3	$69.9M	Buy	1,036,027 +123,734	+14%	+$8.05M	0.02%	932
2024 Q2	$58.4M	Buy	912,293 +164,185	+22%	+$10.1M	0.01%	930
2024 Q1	$46M	Buy	748,108 +53,443	+8%	+$3.13M	0.01%	1085
2023 Q4	$38.8M	Buy	694,665 +62,965	+10%	+$3.3M	0.01%	1131
2023 Q3	$31.7M	Buy	631,700 +25,437	+4%	+$1.33M	0.01%	1139
2023 Q2	$31.6M	Sell	606,263 -12,337	-2%	-$609K	0.01%	1113
2023 Q1	$29.8M	Buy	618,600 +21,232	+4%	+$996K	0.01%	1098
2022 Q4	$26.9M	Sell	597,368 -309,310	-34%	-$14M	0.01%	1215
2022 Q3	$38.1M	Buy	906,678 +82,777	+10%	+$3.87M	0.02%	848
2022 Q2	$36.5M	Buy	823,901 +372,872	+83%	+$18M	0.02%	930
2022 Q1	$24M	Buy	451,029 +69,668	+18%	+$3.65M	0.01%	1296
2021 Q4	$21.3M	Buy	381,361 +5,612	+1%	+$303K	0.01%	1533
2021 Q3	$19M	Sell	375,749 -5,824	-2%	-$302K	0.01%	1540
2021 Q2	$19.2M	Sell	381,573 -8,834	-2%	-$434K	0.01%	1518
2021 Q1	$18.2M	Buy	390,407 +3,898	+1%	+$177K	0.01%	1511
2020 Q4	$17M	Buy	386,509 +21,226	+6%	+$885K	0.01%	1457
2020 Q3	$14.4M	Sell	365,283 -1,646	-0.4%	-$64.1K	0.01%	1396
2020 Q2	$13.3M	Buy	366,929 +26,904	+8%	+$925K	0.01%	1323
2020 Q1	$10.3M	Sell	340,025 -82,315	-19%	-$2.95M	﹤0.01%	1391
2019 Q4	$16M	Buy	422,340 +36,831	+10%	+$1.33M	0.01%	1536
2019 Q3	$13.4M	Buy	385,509 +14,143	+4%	+$492K	0.01%	1532
2019 Q2	$12.8M	Buy	371,366 +3,964	+1%	+$134K	﹤0.01%	1558
2019 Q1	$12.2M	Buy	367,402 +112,322	+44%	+$3.59M	0.01%	1513
2018 Q4	$7.45M	Buy	255,080 +31,606	+14%	+$997K	﹤0.01%	1825
2018 Q3	$7.61M	Buy	223,474 +89,946	+67%	+$3.01M	﹤0.01%	1997
2018 Q2	$4.26M	Sell	133,528 -38,239	-22%	-$1.21M	﹤0.01%	2479
2018 Q1	$5.31M	Sell	171,767 -18,655	-10%	-$597K	﹤0.01%	2243
2017 Q4	$5.96M	Sell	190,422 -5,302	-3%	-$162K	﹤0.01%	2180
2017 Q3	$5.77M	Buy	195,724 +11,256	+6%	+$326K	﹤0.01%	2080
2017 Q2	$5.25M	Buy	184,468 +7,172	+4%	+$202K	﹤0.01%	2110
2017 Q1	$4.92M	Buy	177,296 +19,184	+12%	+$524K	﹤0.01%	2098
2016 Q4	$4.16M	Buy	158,112 +5,272	+3%	+$135K	﹤0.01%	2266
2016 Q3	$3.9M	Buy	152,840 +5,488	+4%	+$139K	﹤0.01%	2256
2016 Q2	$3.61M	Buy	147,352 +4,152	+3%	+$101K	﹤0.01%	2263
2016 Q1	$3.45M	Sell	143,200 -2,448	-2%	-$55.7K	﹤0.01%	2198
2015 Q4	$3.5M	Buy	145,648 +80,852	+125%	+$1.95M	﹤0.01%	2269
2015 Q3	$1.45M	Sell	64,796 -63,112	-49%	-$1.51M	﹤0.01%	3026
2015 Q2	$3.12M	Buy	127,908 +4,676	+4%	+$116K	﹤0.01%	2543
2015 Q1	$3.02M	Sell	123,232 -828	-0.7%	-$20.1K	﹤0.01%	2540
2014 Q4	$3M	Buy	+124,060	New	+$2.92M	﹤0.01%	2526

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group's SPYM Position: Q1 2026 in Review

UBS Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 13% in Q1 2026, buying an estimated $20.6M and bringing the position to 2,309,952 shares worth $177M. The position accounts for 0.03% of the portfolio, ranked #674.

UBS Group first reported a position in SPYM in Q4 2014 and has held it in 46 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

UBS Group held 2,309,952 shares of State Street SPDR Portfolio S&P 500 ETF worth $177M as of Q1 2026.
UBS Group bought 258,106 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $20.6M.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of UBS Group's portfolio in Q1 2026, its #674 holding.
UBS Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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