Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q2 2024 (June 30)1,054holders +82
100new positions
38sold out
6famous investors
$63.80avg. 13F price*
At the end of Q2 2024, 1,054 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 82 from Q1 2024. 100 opened new positions and 38 sold out. The largest holders were Betterment LLC ($2.7B), LPL Financial LLC ($2.1B) and Creative Planning ($1.8B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $844.5M |
| Exits | 38 | $425.5M |
All 13F filers, Q1 2024 → Q2 2024: 63,587,584 shares bought and 20,662,099 shares sold, net +42,925,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,054 holders
| Betterment LLC | 7.08% | Add +27.0% | 42,716,183 | $2.7B |
| LPL Financial LLC | 1.03% | Add +8.0% | 32,127,760 | $2.1B |
| Creative Planning | 1.95% | Add +3.6% | 28,576,013 | $1.8B |
| Advance Capital Management, Inc. | 41.10% | Add +3.0% | 13,569,767 | $868.5M |
| JPMorgan Chase & Co. | 0.06% | Add +9.5% | 11,312,424 | $724.0M |
| Envestnet Asset Management Inc. | 0.23% | Add +13.6% | 10,281,461 | $658.0M |
| Morgan Stanley | 0.05% | Add +44.5% | 9,413,336 | $602.5M |
| Bank of America Corp. | 0.05% | Add +22.1% | 8,749,075 | $559.9M |
| OneDigital Investment Advisors LLC | 6.40% | Add +12.2% | 7,996,091 | $511.7M |
| Osaic Holdings, Inc. | 1.14% | Add +4.6% | 7,557,950 | $483.7M |
| Cwm, LLC | 2.01% | Add +2.4% | 6,665,684 | $426.6M |
| Clark Capital Management Group, Inc. | 2.89% | Add +4.3% | 6,133,777 | $392.6M |
| Allianz Asset Management GmbH | 0.56% | Add +1164.5% | 5,400,419 | $345.6M |
| Advocacy Wealth Management, LLC | 26.69% | Reduce -5.1% | 5,053,527 | $323.4M |
| Financial Engines Advisors L.L.C. | 0.71% | Add +0.5% | 5,017,309 | $321.1M |
| Sumitomo Life Insurance Co. | 7.15% | New | 5,092,600 | $308.8M |
| Stadion Money Management, LLC | 24.45% | Reduce -31.1% | 4,668,528 | $298.8M |
| 1900 Wealth Management LLC | 24.81% | Add +22.2% | 4,145,119 | $265.3M |
| Manufacturers Life Insurance Company, The | 0.23% | Add +22.2% | 3,865,976 | $248.4M |
| Private Advisor Group, LLC | 1.63% | Add +6.7% | 3,800,284 | $243.2M |
| Ameriprise Financial Inc. | 0.06% | Add +66.0% | 3,654,926 | $233.9M |
| GM Advisory Group, LLC | 13.94% | Add +4.0% | 3,376,623 | $216.1M |
| Assetmark, Inc. | 0.66% | Reduce -16.2% | 3,349,949 | $214.4M |
| Wealthcare Advisory Partners LLC | 6.66% | Add +8.3% | 3,330,188 | $213.1M |
| Gradient Investments LLC | 4.66% | Reduce -10.4% | 3,241,891 | $207.5M |
| Capital Analysts, LLC | 8.71% | Add +4.5% | 3,080,035 | $197.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.90% | New | 2,970,000 | $190.1M |
| TD Private Client Wealth LLC | 5.70% | Add +14.6% | 2,828,695 | $181.0M |
| Wells Fargo & Company | 0.05% | Reduce -0.1% | 2,797,037 | $179.0M |
| Raymond James Financial Services Advisors, Inc. | 0.25% | Add +18.8% | 2,725,814 | $174.5M |
| Mariner, LLC | 0.31% | Reduce -13.6% | 2,486,007 | $159.1M |
| AE Wealth Management LLC | 1.59% | Reduce -6.5% | 2,480,616 | $158.8M |
| Peterson Wealth Advisors, LLC | 31.56% | Reduce -1.8% | 2,351,124 | $150.5M |
| Cetera Investment Advisers | 0.34% | Add +3.0% | 2,288,932 | $146.5M |
| Two Sigma Investments, LP | 0.34% | Add +38.1% | 2,134,500 | $136.6M |
| Global Retirement Partners, LLC | 4.15% | Add +37.0% | 2,069,058 | $132.4M |
| HighTower Advisors, LLC | 0.19% | Add +11.9% | 1,936,585 | $123.9M |
| Integrated Wealth Concepts LLC | 1.67% | Add +10.3% | 1,907,796 | $122.1M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -6.8% | 1,882,316 | $120.5M |
| Austin Private Wealth, LLC | 12.83% | Reduce -7.1% | 1,862,560 | $119.2M |
| Tennessee Valley Asset Management Partners | 22.18% | Reduce -5.0% | 1,848,497 | $118.3M |
| Natixis Advisors, LLC | 0.26% | Add +10473.6% | 1,848,372 | $118.3M |
| Two Sigma Advisers, LP | 0.26% | Add +238.9% | 1,818,900 | $116.4M |
| NewEdge Advisors, LLC | 0.78% | Add +23.6% | 1,664,652 | $106.5M |
| Sand Hill Global Advisors, LLC | 4.73% | Add +4.5% | 1,627,226 | $104.1M |
| Agur Provident & Training Funds Management Ltd. | 30.02% | Add +0.3% | 1,627,094 | $104.1M |
| Taiyo Life Insurance Co. | 7.91% | Reduce -20.4% | 1,545,500 | $98.9M |
| AlphaStar Capital Management, LLC | 8.98% | Add +4.6% | 1,517,420 | $97.1M |
| Alera Investment Advisors, LLC | 11.61% | Add +15952.4% | 1,508,604 | $96.6M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -5.7% | 1,500,598 | $96.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.8% | 1,482,842 | $94.9M |
| Good Life Advisors, LLC | 7.71% | Add +13.3% | 1,460,560 | $93.5M |
| Horizon Wealth Management, LLC | 21.56% | Add +42.5% | 1,414,229 | $90.5M |
| Stratos Wealth Partners, LTD. | 1.44% | Reduce -3.0% | 1,387,330 | $88.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.50% | Add +1.4% | 1,342,431 | $85.9M |
| MML Investors Services, LLC | 0.34% | Add +0.3% | 1,327,651 | $85.0M |
| KWB Wealth | 11.39% | Reduce -2.0% | 1,345,451 | $82.8M |
| Savant Capital, LLC | 0.83% | New | 1,290,184 | $82.6M |
| N.E.W. Advisory Services LLC | 8.57% | Reduce -12.6% | 1,240,982 | $79.4M |
| CFS Investment Advisory Services, LLC | 6.43% | Reduce -10.6% | 1,238,966 | $79.3M |
| Girard Partners LTD. | 7.40% | Add +2.3% | 1,221,119 | $78.2M |
| Raymond James & Associates | 0.05% | Add +13.7% | 1,195,799 | $76.5M |
| RiverFront Investment Group, LLC | 1.99% | Add +0.9% | 1,165,661 | $74.6M |
| Aptus Capital Advisors, LLC | 1.39% | Add +13.0% | 1,142,850 | $73.1M |
| Standpoint Asset Management, LLC | 16.57% | Add +11.9% | 1,132,800 | $72.5M |
| OneAscent Financial Services LLC | 9.93% | Reduce -12.4% | 1,115,055 | $71.4M |
| O'Brien Wealth Partners LLC | 15.32% | Add +2617.7% | 1,064,990 | $68.2M |
| Compass Ion Advisors, LLC | 9.39% | Add +1.3% | 1,067,772 | $65.7M |
| Kestra Advisory Services, LLC | 0.36% | Add +8.4% | 1,007,156 | $64.5M |
| Intrua Financial, LLC | 10.41% | Add +7.3% | 1,000,122 | $64.0M |
| Security Financial Services, INC. | 13.84% | Reduce -7.5% | 995,136 | $63.7M |
| Brookstone Capital Management | 1.06% | Reduce -30.4% | 972,085 | $63.7M |
| Badgley Phelps Wealth Managers, LLC | 1.56% | Add +0.4% | 983,903 | $63.0M |
| Armstrong Advisory Group, Inc. | 5.52% | Reduce -15.4% | 974,693 | $62.4M |
| Detalus Advisors, LLC | 20.67% | Reduce -4.6% | 942,084 | $60.3M |
| Avidian Wealth Enterprises, LLC | 2.90% | Reduce -10.3% | 939,765 | $60.1M |
| Royal Bank of Canada | 0.01% | Add +5.9% | 932,811 | $59.7M |
| Allen Capital Group, LLC | 8.38% | Add +1.3% | 929,619 | $59.5M |
| One Wealth Advisors, LLC | 12.64% | Reduce -8.2% | 941,611 | $59.0M |
| Horst & Graben Wealth Management LLC | 11.22% | Reduce -19.4% | 917,972 | $58.8M |
| UBS Group AG | 0.02% | Add +21.9% | 912,293 | $58.4M |
| New Perspectives, Inc | 30.21% | Add +0.1% | 884,297 | $56.6M |
| Brown Financial Advisory | 42.51% | Add +3.0% | 863,837 | $55.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +5.7% | 851,152 | $54.5M |
| Sterling Group Wealth Management, LLC | 30.18% | — | 821,360 | $52.6M |
| IHT Wealth Management, LLC | 1.94% | Reduce -1.6% | 813,211 | $52.0M |
| O'Dell Group, LLC | 12.72% | No change | 843,503 | $51.9M |
| Wealthspire Advisors, LLC | 0.66% | Reduce -0.4% | 810,236 | $51.9M |
| Physician Wealth Advisors, Inc. | 9.32% | Reduce -11.1% | 761,004 | $50.6M |
| Clear Creek Financial Management, LLC | 6.13% | Add +15.8% | 789,921 | $50.6M |
| State Street Corp. | 0.00% | Reduce -32.0% | 782,809 | $50.1M |
| Auour Investments LLC | 18.32% | Add +1.6% | 768,692 | $49.2M |
| Great Valley Advisor Group, Inc. | 1.36% | Reduce -29.4% | 759,943 | $48.6M |
| Dynamic Advisor Solutions LLC | 1.52% | Add +5.6% | 756,463 | $48.4M |
| Private Wealth Group, LLC | 25.26% | Reduce -3.3% | 751,472 | $48.1M |
| Park Avenue Securities LLC | 0.58% | Add +2.3% | 735,220 | $47.1M |
| Davidson Capital Management Inc. | 14.27% | Reduce -6.3% | 723,466 | $46.3M |
| IAG Wealth Partners, LLC | 9.27% | Reduce -2.3% | 720,766 | $46.1M |
| Kickstand Ventures, Llc. | 12.63% | Add +105.6% | 720,590 | $46.1M |
| Denver Wealth Management, Inc. | 23.04% | Add +1.7% | 718,574 | $46.0M |
"% 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.