SPY SPDR S&P 500 ETF TR

Ownership history in UBS Group AG  ·  135 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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.

Peak position
7.59% (2016 Q1)
Avg. % of fund
1.78%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
135
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,359,612 -8,487,875 -78.2% 0.26% $1.61B $680.06
2025 Q4 ADDED 10,847,487 +5,957,187 +121.8% 1.20% $7.40B $680.06
2025 Q4 ADDED 4,890,300 +1,878,135 +62.4% 0.54% $3.33B $680.06
2025 Q3 REDUCED 3,012,165 -25,470,825 -89.4% 0.31% $2.01B $662.41
2025 Q3 ADDED 28,482,990 +19,493,412 +216.8% 2.97% $18.97B $662.41
2025 Q3 ADDED 8,989,578 +3,036,587 +51.0% 0.94% $5.99B $662.41
2025 Q2 ADDED 5,952,991 +1,750,715 +41.7% 0.64% $3.68B $612.65
2025 Q2 REDUCED 4,202,276 -6,040,311 -59.0% 0.45% $2.60B $612.65
2025 Q2 REDUCED 10,242,587 -2,522,372 -19.8% 1.10% $6.33B $612.65
2025 Q1 ADDED 12,764,959 +499,711 +4.1% 1.31% $7.14B $553.05
125 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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