Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q1 2024 (March 31)972holders
4famous investors
$61.41avg. 13F price*
At the end of Q1 2024, 972 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings. The largest holders were Betterment LLC ($2.1B), LPL Financial LLC ($1.8B) and Creative Planning ($1.7B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ste STR SPDR PT S&P 500 ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $485.5M |
| Exits | 47 | $108.3M |
Ownership 972 holders
| Betterment LLC | 5.55% | Add +53056.7% | 33,627,999 | $2.1B |
| LPL Financial LLC | 0.98% | Add +8.4% | 29,738,616 | $1.8B |
| Creative Planning | 1.88% | Add +3.9% | 27,570,244 | $1.7B |
| Advance Capital Management, Inc. | 56.12% | Add +121.0% | 13,167,766 | $810.2M |
| JPMorgan Chase & Co. | 0.06% | Reduce -11.5% | 10,328,282 | $635.5M |
| Envestnet Asset Management Inc. | 0.21% | Add +7.7% | 9,048,636 | $556.8M |
| Osaic Holdings, Inc. | 0.99% | Reduce -1.6% | 7,227,596 | $444.7M |
| Bank of America Corp. | 0.04% | Reduce -8.7% | 7,162,890 | $440.7M |
| OneDigital Investment Advisors LLC | 6.89% | Reduce -9.9% | 7,126,502 | $438.5M |
| Stadion Money Management, LLC | 27.06% | Reduce -6.8% | 6,778,667 | $417.1M |
| Morgan Stanley | 0.03% | Add +6.4% | 6,515,656 | $400.9M |
| Cwm, LLC | 1.95% | Add +9.9% | 6,508,814 | $400.5M |
| Clark Capital Management Group, Inc. | 2.70% | Add +3.0% | 5,883,234 | $362.0M |
| Advocacy Wealth Management, LLC | 28.16% | Add +168.5% | 5,324,315 | $327.6M |
| Mizuho Bank, Ltd. | 32.45% | New | 5,100,000 | $313.8M |
| Financial Engines Advisors L.L.C. | 0.69% | Reduce -3.0% | 4,991,915 | $307.2M |
| Assetmark, Inc. | 0.80% | Reduce -5.9% | 3,997,075 | $245.9M |
| Gradient Investments LLC | 5.17% | Reduce -3.6% | 3,619,712 | $222.7M |
| Private Advisor Group, LLC | 1.58% | Reduce -15.4% | 3,562,314 | $219.2M |
| 1900 Wealth Management LLC | 19.02% | Add +39.4% | 3,391,176 | $208.7M |
| GM Advisory Group, LLC | 14.01% | Add +6.8% | 3,246,379 | $199.7M |
| Manufacturers Life Insurance Company, The | 0.18% | Reduce -23.8% | 3,162,700 | $194.6M |
| Wealthcare Advisory Partners LLC | 6.20% | Add +16.6% | 3,075,054 | $189.2M |
| Capital Analysts, LLC | 8.47% | Add +5.7% | 2,947,700 | $181.4M |
| Mariner, LLC | 0.37% | Add +16.2% | 2,877,800 | $177.1M |
| Wells Fargo & Company | 0.05% | Add +31.1% | 2,799,085 | $172.2M |
| AE Wealth Management LLC | 1.85% | Reduce -66.0% | 2,653,204 | $163.3M |
| TD Private Client Wealth LLC | 4.98% | Add +11.4% | 2,468,485 | $151.9M |
| Peterson Wealth Advisors, LLC | 31.30% | Add +0.6% | 2,393,901 | $147.3M |
| Raymond James Financial Services Advisors, Inc. | 0.21% | Reduce -16.0% | 2,294,184 | $141.2M |
| Cetera Investment Advisers | 0.32% | Add +350.8% | 2,223,389 | $136.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.8% | 2,202,235 | $135.6M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +5.5% | 2,020,451 | $124.3M |
| Austin Private Wealth, LLC | 14.09% | Reduce -15.4% | 2,005,125 | $122.5M |
| Tennessee Valley Asset Management Partners | 28.96% | Add +21.5% | 1,946,378 | $119.8M |
| Taiyo Life Insurance Co. | 9.61% | No change | 1,940,500 | $119.4M |
| HighTower Advisors, LLC | 0.17% | Add +8.6% | 1,730,508 | $106.4M |
| Integrated Wealth Concepts LLC | 1.54% | Reduce -0.2% | 1,729,149 | $106.4M |
| Agur Provident & Training Funds Management Ltd. | 30.05% | No change | 1,621,994 | $98.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -4.1% | 1,591,394 | $97.9M |
| Sand Hill Global Advisors, LLC | 4.54% | Add +3.1% | 1,557,111 | $95.8M |
| Two Sigma Investments, LP | 0.24% | Add +14.2% | 1,545,300 | $95.1M |
| Global Retirement Partners, LLC | 3.46% | Add +9.7% | 1,509,975 | $92.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.1% | 1,495,353 | $92.0M |
| AlphaStar Capital Management, LLC | 9.18% | Add +1.7% | 1,450,904 | $89.3M |
| Stratos Wealth Partners, LTD. | 1.48% | Reduce -0.2% | 1,429,938 | $88.0M |
| N.E.W. Advisory Services LLC | 9.70% | Reduce -2.3% | 1,420,518 | $87.4M |
| Brookstone Capital Management | 1.54% | Reduce -7.5% | 1,397,623 | $86.0M |
| CFS Investment Advisory Services, LLC | 14.33% | Reduce -24.4% | 1,385,514 | $85.3M |
| KWB Wealth | 11.37% | Reduce -14.8% | 1,373,577 | $84.5M |
| NewEdge Advisors, LLC | 0.72% | Add +3.0% | 1,346,758 | $82.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.64% | Reduce -23.1% | 1,323,434 | $81.4M |
| MML Investors Services, LLC | 0.34% | Reduce -1.6% | 1,323,288 | $81.4M |
| Good Life Advisors, LLC | 7.04% | Add +75.6% | 1,288,579 | $79.3M |
| OneAscent Financial Services LLC | 8.65% | Reduce -9.9% | 1,272,484 | $78.3M |
| SigFig Wealth Management, LLC | 2.85% | Reduce -28.5% | 1,261,777 | $77.6M |
| Girard Partners LTD. | 6.92% | Add +7.5% | 1,194,024 | $73.5M |
| RiverFront Investment Group, LLC | 2.00% | Add +2.5% | 1,155,036 | $71.1M |
| State Street Corp. | 0.00% | Add +66.6% | 1,150,700 | $70.8M |
| Horst & Graben Wealth Management LLC | 14.27% | Reduce -22.4% | 1,139,237 | $70.1M |
| Great Valley Advisor Group, Inc. | 2.01% | Add +7.5% | 1,076,126 | $66.2M |
| Security Financial Services, INC. | 14.93% | Reduce -4.1% | 1,075,477 | $66.2M |
| Compass Ion Advisors, LLC | 9.33% | Reduce -2.2% | 1,054,514 | $64.9M |
| Raymond James & Associates | 0.04% | Reduce -7.6% | 1,051,801 | $64.7M |
| Avidian Wealth Enterprises, LLC | 3.45% | Add +14.0% | 1,047,786 | $64.5M |
| Armstrong Advisory Group, Inc. | 6.25% | No change | 1,151,529 | $64.4M |
| One Wealth Advisors, LLC | 10.98% | Reduce -18.5% | 1,025,677 | $63.1M |
| Standpoint Asset Management, LLC | 16.23% | Add +3.4% | 1,012,500 | $62.3M |
| Aptus Capital Advisors, LLC | 1.34% | Add +17.8% | 1,011,548 | $62.2M |
| Horizon Wealth Management, LLC | 15.93% | Add +7.0% | 992,354 | $61.1M |
| Detalus Advisors, LLC | 21.66% | Reduce -2.5% | 987,657 | $60.8M |
| Badgley Phelps Wealth Managers, LLC | 1.51% | Add +3.1% | 980,077 | $60.3M |
| Intrua Financial, LLC | 8.91% | Add +14.7% | 931,608 | $57.3M |
| Kestra Advisory Services, LLC | 0.38% | Add +3.7% | 929,169 | $57.2M |
| CreativeOne Wealth, LLC | 2.26% | Reduce -7.0% | 923,036 | $56.8M |
| Allen Capital Group, LLC | 8.20% | Add +3.6% | 917,934 | $56.5M |
| New Perspectives, Inc | 30.10% | — | 883,458 | $54.4M |
| Royal Bank of Canada | 0.01% | Reduce -24.9% | 880,771 | $54.2M |
| O'Dell Group, LLC | 12.72% | Reduce -1.5% | 843,503 | $51.9M |
| Brown Financial Advisory | 40.09% | Add +0.6% | 838,510 | $51.6M |
| IHT Wealth Management, LLC | 2.04% | Reduce -9.1% | 826,732 | $50.9M |
| Physician Wealth Advisors, Inc. | 10.66% | Reduce -18.0% | 855,793 | $50.7M |
| Wealthspire Advisors, LLC | 0.67% | Reduce -2.6% | 813,255 | $50.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +11.1% | 805,203 | $49.5M |
| Private Wealth Group, LLC | 24.77% | Add +2.0% | 776,750 | $47.8M |
| Davidson Capital Management Inc. | 15.30% | Add +0.7% | 772,513 | $47.5M |
| Auour Investments LLC | 17.18% | Add +1.3% | 756,511 | $46.5M |
| UBS Group AG | 0.02% | Add +7.7% | 748,108 | $46.0M |
| IAG Wealth Partners, LLC | 9.75% | Add +0.6% | 738,057 | $45.4M |
| Park Avenue Securities LLC | 0.57% | Add +1.8% | 718,958 | $44.2M |
| Dynamic Advisor Solutions LLC | 1.49% | Reduce -1.1% | 716,118 | $44.1M |
| Forthright Family Wealth Advisory LLC | 29.24% | Add +4.8% | 708,568 | $43.6M |
| Priebe Wealth Holdings LLC | 33.94% | Add +2.6% | 707,586 | $43.5M |
| Denver Wealth Management, Inc. | 22.20% | Add +58.4% | 706,834 | $43.5M |
| Financial Enhancement Group LLC | 6.98% | Add +1.5% | 707,399 | $42.5M |
| Clear Creek Financial Management, LLC | 5.37% | Reduce -11.6% | 681,913 | $42.0M |
| CCG Wealth Management, LLC | 24.84% | Reduce -1.9% | 670,043 | $41.2M |
| Daido Life Insurance Co. | 4.35% | No change | 669,441 | $41.2M |
| Snowden Capital Advisors LLC | 1.26% | Add +2.0% | 647,894 | $39.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +86.4% | 640,720 | $39.4M |
"% 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.