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Disclosery

MORGAN STANLEY: XSSPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on XSSPX, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 12,472,863 XSSPX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,472,863 shares
    Change vs previous 13F +245,054 shares

    0.01% of the 13F portfolio, value $232,494,187.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,227,809 shares
    Change vs previous 13F +11,997,085 shares

    0.01% of the 13F portfolio, value $196,500,891.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 230,724 shares
    Change vs previous 13F +8,036 shares

    <0.01% of the 13F portfolio, value $4,162,272.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 222,688 shares
    Change vs previous 13F +8,879 shares

    <0.01% of the 13F portfolio, value $3,894,823.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 213,809 shares
    Change vs previous 13F +1,774 shares

    <0.01% of the 13F portfolio, value $3,792,988.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 212,035 shares
    Change vs previous 13F -5,783 shares

    <0.01% of the 13F portfolio, value $3,583,403.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 217,818 shares
    Change vs previous 13F +12,659 shares

    <0.01% of the 13F portfolio, value $3,866,290.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 205,159 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,442,583.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).