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

Vontobel Holding’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 Q3	$909K	Buy	10,124 +1,557	+18%	+$139K	﹤0.01%	852
2026 Q2	$753K	Hold	8,567	–	–	﹤0.01%	906
2026 Q1	$656K	Buy	8,567 +2,694	+46%	+$215K	﹤0.01%	758
2025 Q4	$471K	Buy	5,873 +2,612	+80%	+$208K	﹤0.01%	1006
2025 Q3	$255K	Buy	3,261 +261	+9%	+$19.7K	﹤0.01%	1153
2025 Q2	$218K	Buy	+3,000	New	+$202K	﹤0.01%	1142

Other funds holding SPYM

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.1B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kedalion Capital Management London, United Kingdom $4.29B AUM 14.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vontobel Holding's SPYM Position: Q3 2026 in Review

Vontobel Holding increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q3 2026, buying an estimated $139K and bringing the position to 10,124 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Vontobel Holding first reported a position in SPYM in Q2 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Vontobel Holding held 10,124 shares of State Street SPDR Portfolio S&P 500 ETF worth $909K as of Q3 2026.
Vontobel Holding bought 1,557 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $139K.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #852 holding.
Vontobel Holding first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
1,453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.