Vontobel Holding
SPYM

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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vontobel Holding's SPYM Position: Q1 2026 in Review

Vontobel Holding increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 46% in Q1 2026, buying an estimated $215K and bringing the position to 8,567 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Vontobel Holding first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Vontobel Holding held 8,567 shares of State Street SPDR Portfolio S&P 500 ETF worth $656K as of Q1 2026.
  • Vontobel Holding bought 2,694 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $215K.
  • State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #758 holding.
  • Vontobel Holding first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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