Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q4 2024 (December 31)1,254holders +158
111new positions
49sold out
6famous investors
$68.95avg. 13F price*
At the end of Q4 2024, 1,254 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 158 from Q3 2024. 111 opened new positions and 49 sold out. The largest holders were Betterment LLC ($3.6B), LPL Financial LLC ($2.7B) and Creative Planning ($2.1B). 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 (Q4 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $508.3M |
| Exits | 49 | $190.9M |
All 13F filers, Q3 2024 → Q4 2024: 75,577,149 shares bought and 16,305,635 shares sold, net +59,271,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,254 holders
| Betterment LLC | 8.70% | Add +7.8% | 52,912,384 | $3.6B |
| LPL Financial LLC | 1.10% | Add +10.3% | 39,316,849 | $2.7B |
| Creative Planning | 2.04% | Add +3.1% | 30,413,021 | $2.1B |
| Jones Financial Companies LLLP | 1.02% | Add +14332.4% | 15,584,437 | $1.1B |
| Invesco Ltd. | 0.20% | Add +17.0% | 15,463,978 | $1.1B |
| Envestnet Asset Management Inc. | 0.29% | Add +14.5% | 12,924,595 | $891.0M |
| Advance Capital Management, Inc. | 38.59% | Reduce -2.5% | 12,226,421 | $842.9M |
| Morgan Stanley | 0.05% | Add +3.6% | 9,849,034 | $679.0M |
| Osaic Holdings, Inc. | 1.48% | Add +22.5% | 9,551,609 | $658.5M |
| JPMorgan Chase & Co. | 0.05% | Reduce -11.4% | 9,426,927 | $649.9M |
| Allianz Asset Management GmbH | 0.93% | Reduce -13.9% | 9,269,022 | $639.0M |
| Sumitomo Life Insurance Co. | 11.78% | Add +18.4% | 9,052,600 | $624.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.29% | Add +18.5% | 8,953,000 | $617.2M |
| Cwm, LLC | 2.25% | Add +9.1% | 7,871,008 | $542.6M |
| OneDigital Investment Advisors LLC | 6.05% | Add +0.2% | 7,571,579 | $522.0M |
| Bank of America Corp. | 0.05% | Reduce -15.6% | 7,179,840 | $495.0M |
| Clark Capital Management Group, Inc. | 3.43% | Add +10.7% | 7,116,129 | $490.6M |
| Financial Engines Advisors L.L.C. | 0.73% | Add +0.4% | 5,014,392 | $345.7M |
| Gradient Investments LLC | 6.64% | Add +44.3% | 4,755,325 | $327.8M |
| 1900 Wealth Management LLC | 27.29% | Add +4.8% | 4,704,127 | $325.3M |
| Ameriprise Financial Inc. | 0.08% | Add +19.9% | 4,698,481 | $324.0M |
| Manufacturers Life Insurance Company, The | 0.28% | Add +16.6% | 4,619,911 | $318.5M |
| Stadion Money Management, LLC | 24.31% | Reduce -5.3% | 4,506,659 | $310.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +180.9% | 4,354,621 | $300.2M |
| Advocacy Wealth Management, LLC | 22.51% | Reduce -9.7% | 4,294,685 | $296.1M |
| Private Advisor Group, LLC | 1.58% | Add +4.5% | 4,058,916 | $279.8M |
| GM Advisory Group, LLC | 15.42% | Add +16.4% | 4,040,140 | $278.5M |
| Raymond James Financial Inc. | 0.10% | — | 3,914,161 | $269.8M |
| TD Private Client Wealth LLC | 6.97% | Add +12.8% | 3,613,912 | $249.1M |
| Wealthcare Advisory Partners LLC | 6.90% | Add +6.2% | 3,605,020 | $248.5M |
| Capital Analysts, LLC | 9.80% | Add +0.3% | 3,540,572 | $244.1M |
| HighTower Advisors, LLC | 0.33% | Add +57.5% | 3,504,658 | $241.6M |
| Two Sigma Investments, LP | 0.57% | Add +164.3% | 3,437,600 | $237.0M |
| NorthRock Partners, LLC | 7.24% | Add +113095.3% | 3,219,273 | $221.9M |
| Natixis Advisors, LLC | 0.41% | Add +200.4% | 3,179,840 | $219.2M |
| Assetmark, Inc. | 0.59% | Reduce -8.4% | 3,154,869 | $217.5M |
| Independent Advisor Alliance | 2.80% | Add +2019.1% | 3,066,946 | $211.4M |
| Wells Fargo & Company | 0.05% | Add +6.0% | 2,716,815 | $187.3M |
| Cetera Investment Advisers | 0.38% | Add +12.3% | 2,664,733 | $183.7M |
| Peterson Wealth Advisors, LLC | 29.70% | Reduce -1.4% | 2,366,964 | $164.8M |
| Mariner, LLC | 0.27% | Reduce -0.8% | 2,368,661 | $163.3M |
| AE Wealth Management LLC | 1.37% | Reduce -4.8% | 2,343,820 | $161.6M |
| Global Retirement Partners, LLC | 4.62% | Add +4.3% | 2,340,449 | $161.4M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +5.3% | 2,204,467 | $152.0M |
| NewEdge Advisors, LLC | 0.87% | Add +20.9% | 2,099,841 | $144.8M |
| Norinchukin Bank, The | 3.03% | New | 2,076,790 | $143.2M |
| Tennessee Valley Asset Management Partners | 21.79% | Reduce -1.3% | 1,888,722 | $130.2M |
| Austin Private Wealth, LLC | 11.93% | Add +0.2% | 1,843,551 | $127.1M |
| Spinnaker Trust | 7.85% | Add +126.5% | 1,806,414 | $124.5M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +9.7% | 1,798,653 | $124.0M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +23.6% | 1,763,706 | $121.6M |
| Sand Hill Global Advisors, LLC | 4.85% | Add +0.6% | 1,663,681 | $114.7M |
| Aptus Capital Advisors, LLC | 1.31% | Add +24.9% | 1,595,653 | $110.0M |
| UBS Group AG | 0.02% | Add +52.9% | 1,584,244 | $109.2M |
| MML Investors Services, LLC | 0.38% | Add +13.0% | 1,580,015 | $108.9M |
| Good Life Advisors, LLC | 7.92% | Add +3.7% | 1,578,323 | $108.8M |
| UNIVEST FINANCIAL Corp | 6.86% | Add +31.7% | 1,576,445 | $108.7M |
| Integrated Wealth Concepts LLC | 1.22% | Reduce -0.9% | 1,518,849 | $104.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.92% | Add +6.5% | 1,415,118 | $97.6M |
| AlphaStar Capital Management, LLC | 9.83% | Reduce -17.3% | 1,364,468 | $94.1M |
| KWB Wealth | 11.12% | Reduce -2.2% | 1,329,636 | $89.8M |
| Standpoint Asset Management, LLC | 17.00% | No change | 1,279,200 | $88.2M |
| Taiyo Life Insurance Co. | 6.90% | Reduce -20.1% | 1,235,500 | $85.2M |
| State Street Corp. | 0.00% | Reduce -3.1% | 1,224,824 | $84.4M |
| RiverFront Investment Group, LLC | 1.91% | Add +2.1% | 1,219,301 | $84.1M |
| Royal Bank of Canada | 0.02% | Add +18.8% | 1,188,342 | $81.9M |
| Agur Provident & Training Funds Management Ltd. | 29.76% | Reduce -32.5% | 1,128,194 | $77.8M |
| Stratos Wealth Partners, LTD. | 1.09% | Reduce -12.4% | 1,110,251 | $76.5M |
| Compass Ion Advisors, LLC | 9.02% | Add +0.3% | 1,102,789 | $76.0M |
| CFS Investment Advisory Services, LLC | 6.77% | Reduce -0.7% | 1,095,206 | $75.5M |
| OneAscent Financial Services LLC | 6.28% | New | 1,071,126 | $73.8M |
| Horizon Wealth Management, LLC | 12.64% | Reduce -13.3% | 1,053,759 | $72.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +14.2% | 1,048,412 | $72.3M |
| 49 Wealth Management, LLC | 10.05% | Add +20.7% | 1,022,501 | $70.5M |
| Kestra Advisory Services, LLC | 0.38% | Add +2.4% | 1,011,062 | $69.7M |
| Badgley Phelps Wealth Managers, LLC | 1.62% | Add +1.2% | 1,008,412 | $69.5M |
| Armstrong Advisory Group, Inc. | 5.50% | Add +3.4% | 998,848 | $68.9M |
| Intrua Financial, LLC | 11.12% | Reduce -3.9% | 993,102 | $68.5M |
| N.E.W. Advisory Services LLC | 6.42% | Reduce -20.8% | 980,244 | $67.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | Add +84.2% | 976,167 | $67.6M |
| Crews Bank & Trust | 11.26% | — | 969,010 | $66.8M |
| Allen Capital Group, LLC | 7.86% | Reduce -1.4% | 930,358 | $64.1M |
| First Command Advisory Services, Inc. | 0.60% | New | 925,058 | $63.8M |
| Vertex Planning Partners, LLC | 13.90% | Add +89.7% | 913,782 | $63.0M |
| Brown Financial Advisory | 44.73% | Add +3.2% | 911,088 | $62.8M |
| Sterling Group Wealth Management, LLC | 32.20% | Add +3.1% | 900,222 | $62.1M |
| Detalus Advisors, LLC | 20.38% | Add +1.2% | 897,737 | $61.9M |
| Security Financial Services, INC. | 12.56% | Reduce -1.4% | 894,743 | $61.7M |
| Lifelong Wealth Advisors, Inc. | 27.22% | — | 880,614 | $60.5M |
| Great Valley Advisor Group, Inc. | 1.35% | Add +14.5% | 876,615 | $60.4M |
| O'Dell Group, LLC | 13.53% | Reduce -1.7% | 868,710 | $59.9M |
| New Perspectives, Inc | 32.03% | Reduce -1.9% | 866,924 | $59.8M |
| Wealthspire Advisors, LLC | 0.59% | Add +9.9% | 863,733 | $59.5M |
| O'Brien Wealth Partners LLC | 10.69% | Add +13.9% | 860,342 | $59.3M |
| One Wealth Advisors, LLC | 8.78% | Add +0.3% | 858,021 | $59.2M |
| IHT Wealth Management, LLC | 1.90% | Add +7.9% | 852,437 | $58.8M |
| Integrity Alliance, Llc. | 6.33% | — | 846,773 | $58.4M |
| Avidian Wealth Enterprises, LLC | 2.60% | Add +1.0% | 840,241 | $57.9M |
| Savant Capital, LLC | 0.45% | Reduce -19.4% | 835,452 | $57.6M |
| Americana Partners, LLC | 2.29% | Reduce -16.2% | 813,057 | $56.1M |
"% 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.