SSA SWISS ADVISORS AG SPSB STATE STREET CORPORATION

Ownership history in SSA SWISS ADVISORS AG  ·  5 quarters on record

AI Ownership Summary

SSA SWISS ADVISORS AG reported STATE STREET CORPORATION (SPSB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.72% in 2025 Q1. The latest visible filing shows SPSB at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SSA SWISS ADVISORS AG's position in STATE STREET CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPSB was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SSA SWISS ADVISORS AG held SPSB — position size vs. price
% of Fund (quarterly)    SPSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 65,176 +15,693 +31.7% 0.91% $2.0M 2026-07-21 $29.91
2025 Q4 REDUCED 42.0% +0.3% 49,483 -35,845 -42.0% 0.70% $1.5M 2026-02-26 $29.79
2025 Q3 ADDED 85,328 +1,287 +1.5% 1.20% $2.6M 2025-12-03 $29.47
2025 Q2 REDUCED 24.7% +1.4% 84,041 -27,543 -24.7% 1.22% $2.5M 2025-07-31 $28.83
2025 Q1 INITIATED 111,584 1.72% $3.4M 2025-05-08 $28.45

FAQ About SSA SWISS ADVISORS AG and SPSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has SSA SWISS ADVISORS AG reported owning SPSB?

SSA SWISS ADVISORS AG reported SPSB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SPSB position in SSA SWISS ADVISORS AG's portfolio?

The largest reported portfolio weight for SPSB was 1.72% in 2025 Q1.

What is the latest reported SPSB position on this page?

The most recent filing on this page is 2026 Q2, when SSA SWISS ADVISORS AG reported 65,176 shares, equal to 0.91% of portfolio, with an estimated market value of $2.0M.

What does the chart on this SPSB ownership page compare?

The chart compares SSA SWISS ADVISORS AG's quarterly SPSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SSA SWISS ADVISORS AG time their SPSB position?

Based on 13F filing dates vs. subsequent SPSB price moves, SSA SWISS ADVISORS AG correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SPSB relative to SPY over the holding period was -18.1%.

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