Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q3 2024 (September 30)1,096holders +42
88new positions
57sold out
5famous investors
$67.45avg. 13F price*
At the end of Q3 2024, 1,096 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 42 from Q2 2024. 88 opened new positions and 57 sold out. The largest holders were Betterment LLC ($3.3B), LPL Financial LLC ($2.4B) and Creative Planning ($2.0B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 (Q3 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $263.1M |
| Exits | 57 | $180.5M |
All 13F filers, Q2 2024 → Q3 2024: 58,688,599 shares bought and 17,509,627 shares sold, net +41,178,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,096 holders
| Betterment LLC | 7.91% | Add +14.9% | 49,087,696 | $3.3B |
| LPL Financial LLC | 1.07% | Add +10.9% | 35,629,703 | $2.4B |
| Creative Planning | 1.97% | Add +3.2% | 29,491,836 | $2.0B |
| Invesco Ltd. | 0.17% | Add +372965.3% | 13,213,972 | $892.1M |
| Advance Capital Management, Inc. | 37.52% | Reduce -7.5% | 12,546,769 | $847.0M |
| Envestnet Asset Management Inc. | 0.25% | Add +9.8% | 11,289,218 | $762.1M |
| Allianz Asset Management GmbH | 1.13% | Add +99.3% | 10,761,852 | $726.5M |
| JPMorgan Chase & Co. | 0.06% | Reduce -5.9% | 10,646,264 | $718.7M |
| Morgan Stanley | 0.05% | Add +1.0% | 9,505,715 | $641.7M |
| Bank of America Corp. | 0.05% | Reduce -2.8% | 8,502,630 | $574.0M |
| Osaic Holdings, Inc. | 1.19% | Add +3.1% | 7,796,356 | $526.4M |
| Sumitomo Life Insurance Co. | 10.13% | Add +50.1% | 7,642,600 | $516.0M |
| OneDigital Investment Advisors LLC | 5.83% | Reduce -5.5% | 7,559,504 | $510.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.59% | Add +154.4% | 7,555,000 | $510.0M |
| Cwm, LLC | 2.10% | Add +8.2% | 7,213,673 | $487.0M |
| Clark Capital Management Group, Inc. | 2.97% | Add +4.8% | 6,426,653 | $433.9M |
| Financial Engines Advisors L.L.C. | 0.70% | Reduce -0.4% | 4,995,089 | $337.2M |
| Stadion Money Management, LLC | 24.23% | Add +1.9% | 4,757,702 | $321.2M |
| Advocacy Wealth Management, LLC | 25.21% | Reduce -5.9% | 4,757,615 | $321.2M |
| 1900 Wealth Management LLC | 25.99% | Add +8.3% | 4,490,307 | $303.1M |
| Manufacturers Life Insurance Company, The | 0.24% | Add +2.5% | 3,962,906 | $267.5M |
| Ameriprise Financial Inc. | 0.07% | Add +7.2% | 3,918,030 | $264.6M |
| Private Advisor Group, LLC | 1.63% | Add +2.2% | 3,885,583 | $262.3M |
| Capital Analysts, LLC | 9.72% | Add +14.6% | 3,531,095 | $238.4M |
| GM Advisory Group, LLC | 14.04% | Add +2.8% | 3,470,187 | $234.3M |
| Assetmark, Inc. | 0.67% | Add +2.9% | 3,445,278 | $232.6M |
| Wealthcare Advisory Partners LLC | 6.53% | Add +1.9% | 3,395,037 | $229.2M |
| Gradient Investments LLC | 4.63% | Add +1.6% | 3,294,615 | $222.4M |
| TD Private Client Wealth LLC | 6.22% | Add +13.3% | 3,205,369 | $216.4M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Reduce -1.4% | 2,688,106 | $181.5M |
| Wells Fargo & Company | 0.04% | Reduce -8.4% | 2,561,811 | $172.9M |
| AE Wealth Management LLC | 1.51% | Reduce -0.7% | 2,462,694 | $166.3M |
| Peterson Wealth Advisors, LLC | 30.64% | Add +2.2% | 2,401,889 | $162.2M |
| Mariner, LLC | 0.29% | Reduce -3.9% | 2,388,059 | $161.2M |
| Cetera Investment Advisers | 0.35% | Add +3.7% | 2,373,705 | $160.2M |
| Global Retirement Partners, LLC | 4.58% | Add +8.5% | 2,244,520 | $151.5M |
| HighTower Advisors, LLC | 0.22% | Add +14.9% | 2,224,545 | $150.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +534.8% | 2,094,276 | $141.4M |
| Tennessee Valley Asset Management Partners | 21.37% | Add +3.5% | 1,912,868 | $129.1M |
| Austin Private Wealth, LLC | 12.23% | Reduce -1.2% | 1,839,703 | $124.2M |
| NewEdge Advisors, LLC | 0.76% | Add +4.3% | 1,736,502 | $117.2M |
| Sand Hill Global Advisors, LLC | 4.71% | Add +1.7% | 1,654,420 | $111.7M |
| AlphaStar Capital Management, LLC | 8.84% | Add +8.7% | 1,648,823 | $111.3M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -12.9% | 1,639,393 | $110.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.5% | 1,550,256 | $104.7M |
| Taiyo Life Insurance Co. | 8.27% | No change | 1,545,500 | $104.3M |
| Integrated Wealth Concepts LLC | 1.26% | Reduce -19.6% | 1,533,212 | $103.5M |
| Good Life Advisors, LLC | 6.33% | Add +4.2% | 1,522,186 | $102.8M |
| Agur Provident & Training Funds Management Ltd. | 30.05% | Add +2.7% | 1,671,694 | $98.7M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -5.0% | 1,426,354 | $96.3M |
| MML Investors Services, LLC | 0.34% | Add +5.3% | 1,398,385 | $94.4M |
| Alera Investment Advisors, LLC | 10.57% | Reduce -11.6% | 1,333,607 | $90.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.64% | Reduce -1.0% | 1,329,278 | $89.7M |
| Two Sigma Investments, LP | 0.21% | Reduce -39.1% | 1,300,400 | $87.8M |
| KWB Wealth | 11.34% | Add +1.0% | 1,359,291 | $87.0M |
| Raymond James & Associates | 0.05% | Add +7.0% | 1,279,239 | $86.4M |
| Standpoint Asset Management, LLC | 16.36% | Add +12.9% | 1,279,200 | $86.4M |
| Aptus Capital Advisors, LLC | 1.31% | Add +11.8% | 1,277,190 | $86.2M |
| Stratos Wealth Partners, LTD. | 1.25% | Reduce -8.6% | 1,267,963 | $85.6M |
| State Street Corp. | 0.00% | Add +61.5% | 1,264,596 | $85.4M |
| N.E.W. Advisory Services LLC | 8.24% | Reduce -0.3% | 1,237,825 | $83.6M |
| Horizon Wealth Management, LLC | 16.37% | Reduce -14.1% | 1,214,781 | $82.0M |
| UNIVEST FINANCIAL Corp | 5.32% | New | 1,196,615 | $80.8M |
| RiverFront Investment Group, LLC | 1.90% | Add +2.5% | 1,194,343 | $80.6M |
| CFS Investment Advisory Services, LLC | 6.26% | Reduce -11.0% | 1,103,130 | $74.5M |
| Compass Ion Advisors, LLC | 9.08% | Add +2.9% | 1,098,899 | $74.2M |
| Natixis Advisors, LLC | 0.14% | Reduce -42.7% | 1,058,661 | $71.5M |
| Savant Capital, LLC | 0.58% | Reduce -19.6% | 1,037,148 | $70.0M |
| UBS Group AG | 0.02% | Add +13.6% | 1,036,027 | $69.9M |
| Intrua Financial, LLC | 11.34% | Add +3.3% | 1,033,135 | $69.7M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 1,000,308 | $67.5M |
| Badgley Phelps Wealth Managers, LLC | 1.56% | Add +1.3% | 996,539 | $67.3M |
| AdvisorNet Financial, Inc | 4.99% | Add +168.8% | 988,265 | $66.7M |
| Kestra Advisory Services, LLC | 0.37% | Reduce -1.9% | 987,510 | $66.7M |
| Americana Partners, LLC | 4.47% | Add +59.4% | 970,743 | $65.5M |
| Armstrong Advisory Group, Inc. | 5.40% | Reduce -0.9% | 966,319 | $65.2M |
| Allen Capital Group, LLC | 8.08% | Add +1.5% | 943,665 | $63.7M |
| Commonwealth Equity Services, LLC | 0.09% | Add +7.9% | 918,289 | $62.0M |
| Brookstone Capital Management | 0.91% | Reduce -6.4% | 909,890 | $61.4M |
| Security Financial Services, INC. | 12.47% | Reduce -8.9% | 906,988 | $61.2M |
| Detalus Advisors, LLC | 19.90% | Reduce -5.9% | 886,901 | $59.9M |
| O'Dell Group, LLC | 13.24% | Add +4.8% | 883,953 | $59.7M |
| New Perspectives, Inc | 31.77% | Reduce -0.1% | 883,496 | $59.6M |
| Brown Financial Advisory | 42.16% | Add +2.2% | 882,589 | $59.6M |
| Sterling Group Wealth Management, LLC | 31.24% | Add +6.3% | 872,699 | $58.9M |
| One Wealth Advisors, LLC | 8.86% | Reduce -9.1% | 855,530 | $57.8M |
| 49 Wealth Management, LLC | 9.32% | Add +574.7% | 847,450 | $57.2M |
| Avidian Wealth Enterprises, LLC | 2.55% | Reduce -11.5% | 831,640 | $56.1M |
| Horst & Graben Wealth Management LLC | 9.95% | Reduce -10.5% | 821,403 | $55.5M |
| Spinnaker Trust | 3.32% | Add +72.1% | 797,556 | $53.8M |
| Auour Investments LLC | 19.05% | Add +1.4% | 779,254 | $53.3M |
| IHT Wealth Management, LLC | 1.51% | Reduce -2.9% | 789,976 | $53.3M |
| Two Sigma Advisers, LP | 0.12% | Reduce -56.7% | 786,800 | $53.1M |
| Wealthspire Advisors, LLC | 0.54% | Reduce -3.0% | 785,980 | $53.1M |
| Vestmark Advisory Solutions, Inc. | 1.93% | Add +18.4% | 768,982 | $51.9M |
| Great Valley Advisor Group, Inc. | 1.27% | Add +0.7% | 765,387 | $51.7M |
| Dynamic Advisor Solutions LLC | 1.54% | Add +0.4% | 759,370 | $51.3M |
| O'Brien Wealth Partners LLC | 10.00% | Reduce -29.1% | 755,162 | $51.0M |
| Park Avenue Securities LLC | 0.57% | Add +1.3% | 745,032 | $50.3M |
| Denver Wealth Management, Inc. | 23.22% | Add +3.4% | 743,085 | $50.2M |
"% 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.