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

Vontobel Holding’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	–	Sell	-600	Closed	-$409K	–	1472
2025 Q4	$409K	Sell	600 -23,500	-98%	-$15.9M	﹤0.01%	1063
2025 Q3	$16.1M	Buy	24,100 +6,500	+37%	+$4.17M	0.05%	219
2025 Q2	$10.9M	Buy	+17,600	New	+$10.1M	0.03%	251
2021 Q1	–	Sell	-2,500	Closed	-$935K	–	1080
2020 Q4	$935K	Buy	+2,500	New	+$887K	0.01%	541

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

Vontobel Holding's SPY Position: Q1 2026 in Review

Vontobel Holding increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4% in Q1 2026, buying an estimated $5.98M and bringing the position to 230,592 shares worth $150M. The position accounts for 0.52% of the portfolio, ranked #51.

Vontobel Holding first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $170M in Q1 2021. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Vontobel Holding held 230,592 shares of State Street SPDR S&P 500 ETF Trust worth $150M as of Q1 2026.
Vontobel Holding bought 8,794 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $5.98M.
State Street SPDR S&P 500 ETF Trust made up 0.52% of Vontobel Holding's portfolio in Q1 2026, its #51 holding.
Vontobel Holding first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Vontobel Holding's State Street SPDR S&P 500 ETF Trust position peaked at $170M in Q1 2021.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.