Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q2 2026 (June 30)1,727holders +116
176new positions
50sold out
5famous investors
$87.43avg. 13F price*
At the end of Q2 2026, 1,727 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 116 from Q1 2026. 176 opened new positions and 50 sold out. The largest holders were Jones Financial Companies LLLP ($14.6B), Betterment LLC ($8.6B) and JPMorgan Chase & Co. ($5.9B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ste STR SPDR PT S&P 500 ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 176 | $3.2B |
| Exits | 50 | $1.7B |
All 13F filers, Q1 2026 → Q2 2026: 267,859,612 shares bought and 55,284,566 shares sold, net +212,575,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,727 holders
| Jones Financial Companies LLLP | 5.83% | Add +53.4% | 169,823,143 | $14.6B |
| Betterment LLC | 14.55% | Add +6.8% | 97,881,145 | $8.6B |
| JPMorgan Chase & Co. | 0.35% | Reduce -2.1% | 67,717,904 | $5.9B |
| USS Investment Management Ltd | 23.01% | No change | 66,398,232 | $5.8B |
| LPL Financial LLC | 1.25% | Add +8.0% | 63,355,614 | $5.6B |
| Bank of America Corp. | 0.31% | Add +51.3% | 54,715,109 | $4.8B |
| Marshall Wace, LLP | 3.50% | Reduce -5.6% | 46,869,324 | $4.1B |
| Allianz Asset Management GmbH | 3.76% | Add +133.0% | 46,223,571 | $4.1B |
| Creative Planning | 1.82% | Add +5.1% | 35,366,422 | $3.1B |
| Kedalion Capital Management LLP | 73.34% | Add +96.5% | 35,130,000 | $3.1B |
| Envestnet Asset Management Inc. | 0.47% | Add +12.0% | 22,699,990 | $2.0B |
| Walleye Capital LLC | 9.39% | New | 20,509,091 | $1.8B |
| Goldman Sachs Group Inc. | 0.19% | Add +126.0% | 20,075,136 | $1.8B |
| Morgan Stanley | 0.09% | Add +9.5% | 18,891,230 | $1.7B |
| Ossiam | 13.71% | Add +54.4% | 11,761,208 | $1.0B |
| MKP Capital Management, L.L.C. | 28.22% | Reduce -14.8% | 11,650,400 | $1.0B |
| Invesco Ltd. | 0.07% | Reduce -0.0% | 10,604,422 | $931.9M |
| OneDigital Investment Advisors LLC | 7.65% | Add +44.2% | 10,309,495 | $906.0M |
| Nissay Asset Management Corp. /Japan | 3.71% | No change | 9,989,832 | $877.9M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.48% | No change | 9,536,000 | $838.0M |
| Wells Fargo & Company | 0.14% | Add +124.1% | 9,061,484 | $796.3M |
| Royal Bank of Canada | 0.13% | Add +181.9% | 8,500,233 | $747.0M |
| Osaic Holdings, Inc. | 0.80% | Add +9.0% | 7,781,306 | $683.9M |
| Clark Capital Management Group, Inc. | 3.63% | Reduce -1.9% | 7,587,760 | $666.8M |
| Greenleaf Trust | 5.93% | Add +9.5% | 7,005,466 | $615.6M |
| Exchange Traded Concepts, LLC | 2.96% | Add +9.2% | 6,808,698 | $598.3M |
| Ameriprise Financial Inc. | 0.11% | Add +19.8% | 6,137,684 | $539.2M |
| Raymond James Financial Inc. | 0.15% | Add +13.0% | 6,135,519 | $539.2M |
| 1900 Wealth Management LLC | 29.58% | Add +0.3% | 6,044,624 | $531.2M |
| TIG Advisors, LLC | 24.17% | Add +0.3% | 5,976,701 | $525.6M |
| Private Advisor Group, LLC | 2.40% | Add +19.4% | 5,956,478 | $523.5M |
| Main Management Fund Advisors LLC | 36.76% | New | 5,915,320 | $519.8M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +9.1% | 5,860,444 | $515.0M |
| Wealthspire Advisors, LLC | 2.81% | Add +671.7% | 5,799,266 | $509.6M |
| Advocacy Wealth Management, LLC | 18.44% | Add +45.0% | 5,775,658 | $507.6M |
| Bank of Montreal | 0.18% | Add +1829.9% | 5,606,004 | $492.7M |
| TD Private Client Wealth LLC | 8.90% | Add +5.6% | 5,508,862 | $484.1M |
| Cetera Investment Advisers | 0.42% | Add +7.4% | 5,223,357 | $459.0M |
| Advance Capital Management, Inc. | 14.67% | Reduce -2.0% | 5,164,150 | $453.8M |
| Composition Wealth, LLC | 5.25% | Add +27.7% | 5,090,408 | $447.3M |
| Aptus Capital Advisors, LLC | 3.26% | Add +7.8% | 5,084,065 | $446.8M |
| Nicolet Bankshares Inc. | 14.05% | Add +7.8% | 5,001,980 | $441.8M |
| Financial Engines Advisors L.L.C. | 0.78% | Reduce -0.8% | 5,010,116 | $440.3M |
| First Command Advisory Services, Inc. | 2.58% | Add +16.0% | 4,934,249 | $433.6M |
| Natixis Advisors, LLC | 0.48% | Reduce -29.1% | 4,840,464 | $425.4M |
| HighTower Advisors, LLC | 0.40% | Add +8.8% | 4,753,004 | $417.7M |
| Natixis | 1.94% | Reduce -64.9% | 4,671,792 | $409.9M |
| NorthRock Partners, LLC | 5.91% | Add +11.2% | 4,629,596 | $406.8M |
| Gradient Investments LLC | 5.43% | Add +6.6% | 4,474,804 | $393.2M |
| NewEdge Advisors, LLC | 1.15% | Add +59.9% | 4,406,554 | $387.2M |
| Wealthcare Advisory Partners LLC | 7.32% | Reduce -3.4% | 4,391,034 | $385.9M |
| Tidal Investments LLC | 0.94% | Add +12.5% | 4,389,368 | $385.7M |
| Capital Analysts, LLC | 8.11% | Add +0.7% | 4,003,540 | $351.8M |
| Vantagepoint Investment Advisers LLC | 2.56% | Reduce -2.4% | 3,886,760 | $341.6M |
| State Street Corp. | 0.01% | Reduce -18.0% | 3,842,593 | $337.7M |
| Cambridge Investment Research Advisors, Inc. | 0.73% | Add +66.1% | 3,701,184 | $325.3M |
| Norinchukin Bank, The | 3.00% | No change | 3,511,270 | $308.6M |
| Cerity Partners LLC | 0.37% | Add +48.8% | 3,492,375 | $306.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.58% | Add +11.3% | 3,461,511 | $304.2M |
| Hills Bank & Trust Co | 12.76% | Reduce -3.8% | 3,411,823 | $299.8M |
| Assetmark, Inc. | 0.48% | Add +3.6% | 3,163,324 | $278.0M |
| SCS Capital Management LLC | 2.61% | Add +1.3% | 3,146,097 | $276.5M |
| Stadion Money Management, LLC | 23.61% | Reduce -5.5% | 3,116,022 | $273.8M |
| MML Investors Services, LLC | 0.55% | Add +51.3% | 3,068,715 | $269.7M |
| AE Wealth Management LLC | 1.24% | Add +63.9% | 3,027,799 | $266.1M |
| Larson Financial Group LLC | 6.98% | Add +14.0% | 3,010,487 | $264.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12.37% | Add +21.6% | 2,850,502 | $250.5M |
| Global Retirement Partners, LLC | 3.54% | — | 2,632,322 | $231.3M |
| BlueCrest Capital Management Ltd | 11.05% | New | 2,622,607 | $230.5M |
| UBS Group AG | 0.04% | Add +13.5% | 2,621,733 | $230.4M |
| Klaas Financial Asset Advisors, LLC | 28.04% | Add +3.5% | 2,560,881 | $225.1M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Add +4.8% | 2,618,622 | $222.1M |
| Ascent Group, LLC | 6.53% | Add +53.0% | 2,484,549 | $218.3M |
| Peterson Wealth Advisors, LLC | 25.54% | Add +2.3% | 2,458,693 | $216.1M |
| Spinnaker Trust | 9.87% | Add +2.0% | 2,312,710 | $203.2M |
| Vicus Capital | 13.03% | Add +1.5% | 2,297,092 | $201.9M |
| Modern Wealth Management, LLC | 2.37% | Add +84.8% | 2,258,636 | $198.5M |
| Ocean Park Asset Management, LLC | 8.42% | Reduce -3.9% | 1,989,605 | $174.8M |
| RiverFront Investment Group, LLC | 2.22% | Add +53.5% | 1,912,966 | $168.1M |
| AlphaStar Capital Management, LLC | 10.36% | Add +2.6% | 1,854,270 | $163.0M |
| Mariner, LLC | 0.17% | Reduce -24.8% | 1,853,216 | $162.9M |
| UNIVEST FINANCIAL Corp | 7.91% | Add +1.4% | 1,833,570 | $161.1M |
| Tennessee Valley Asset Management Partners | 17.70% | Add +1.3% | 1,826,177 | $160.5M |
| Sand Hill Global Advisors, LLC | 4.79% | Reduce -1.7% | 1,812,084 | $159.2M |
| KWB Wealth | 12.94% | Add +55.6% | 1,720,975 | $151.2M |
| Great Valley Advisor Group, Inc. | 2.30% | Reduce -1.4% | 1,659,104 | $145.8M |
| Retirement Income Solutions, Inc. | 24.38% | Reduce -0.5% | 1,849,918 | $141.6M |
| Intact Investment Management Inc. | 3.97% | New | 1,589,216 | $139.7M |
| Potomac Fund Management Inc. | 3.46% | Add +5039.6% | 1,565,618 | $137.6M |
| Integrated Wealth Concepts LLC | 0.89% | Add +6.1% | 1,540,805 | $135.4M |
| CFS Investment Advisory Services, LLC | 8.71% | Add +34.2% | 1,490,244 | $130.6M |
| 3EDGE Asset Management, LP | 5.79% | Add +28893.0% | 1,477,485 | $129.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +7.8% | 1,467,006 | $128.9M |
| Stratos Wealth Partners, LTD. | 1.30% | Add +14.6% | 1,465,039 | $128.7M |
| Venturi Wealth Management, LLC | 4.75% | New | 1,398,369 | $122.9M |
| Signal Advisors Wealth, LLC | 6.35% | Add +37.4% | 1,378,359 | $121.1M |
| Revere Asset Management, Inc | 46.02% | Add +12.9% | 1,364,681 | $119.9M |
| Kestra Advisory Services, LLC | 0.37% | Add +19.8% | 1,319,914 | $116.0M |
| Integrity Alliance, Llc. | 3.61% | Add +29.5% | 1,305,650 | $114.7M |
| LVW Advisors, LLC | 9.43% | Add +7.2% | 1,241,597 | $109.1M |
"% of holder's portfolio" is SPYM's weight in each manager's 13F, not the share of Ste STR SPDR PT S&P 500 ETF the manager owns.