Ownership history in AlTi Global, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which AlTi Global, Inc. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 536,109 | -2,678 | -0.5% | 7.86% | $366.4M | $680.06 |
| 2025 Q3 | ADDED | 538,787 | +248 | +0.0% | 8.44% | $359.7M | $662.41 |
| 2025 Q2 | ADDED | 538,539 | +80,840 | +17.7% | 8.43% | $336.1M | $612.65 |
| 2025 Q1 | ADDED | 457,699 | +3,859 | +0.9% | 6.73% | $256.8M | $553.05 |
| 2024 Q4 | REDUCED | 453,840 | -15,182 | -3.2% | 6.51% | $269.7M | $577.70 |
| 2024 Q3 | ADDED | 469,022 | +5,239 | +1.1% | 6.49% | $269.9M | $563.66 |
| 2024 Q2 | REDUCED | 463,783 | -12,789 | -2.7% | 6.80% | $253.2M | $533.00 |
| 2024 Q1 | REDUCED | 476,572 | -28,811 | -5.7% | 6.95% | $250.0M | $510.64 |
| 2023 Q4 | INITIATED | 505,383 | — | — | 7.38% | $241.2M | — |
As of 2025 Q4 — sorted by position size