Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q1 2025 (March 31)1,292holders +38
117new positions
71sold out
5famous investors
$65.73avg. 13F price*
At the end of Q1 2025, 1,292 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 38 from Q4 2024. 117 opened new positions and 71 sold out. The largest holders were Betterment LLC ($4.3B), LPL Financial LLC ($2.8B) and Bank of America Corp. ($2.1B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $2.1B |
| Exits | 71 | $732.2M |
All 13F filers, Q4 2024 → Q1 2025: 120,463,984 shares bought and 32,640,994 shares sold, net +87,822,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,292 holders
| Betterment LLC | 10.12% | Add +22.7% | 64,900,904 | $4.3B |
| LPL Financial LLC | 1.07% | Add +6.7% | 41,960,691 | $2.8B |
| Bank of America Corp. | 0.18% | Add +338.9% | 31,512,022 | $2.1B |
| Jones Financial Companies LLLP | 1.82% | Add +99.4% | 31,074,010 | $2.0B |
| Creative Planning | 1.91% | Add +1.3% | 30,820,373 | $2.0B |
| USS Investment Management Ltd | 10.58% | New | 21,200,000 | $1.4B |
| Invesco Ltd. | 0.20% | Add +5.0% | 16,237,931 | $1.1B |
| Envestnet Asset Management Inc. | 0.30% | Add +10.3% | 14,260,404 | $937.8M |
| Allianz Asset Management GmbH | 1.25% | Add +38.6% | 12,846,198 | $844.8M |
| Morgan Stanley | 0.05% | Add +14.2% | 11,248,559 | $739.7M |
| Advance Capital Management, Inc. | 32.21% | Reduce -16.3% | 10,239,963 | $673.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.29% | No change | 8,953,000 | $588.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -8.3% | 8,644,075 | $568.4M |
| Cwm, LLC | 2.23% | Add +7.8% | 8,484,225 | $557.9M |
| Osaic Holdings, Inc. | 1.18% | Reduce -15.9% | 8,036,530 | $528.5M |
| Clark Capital Management Group, Inc. | 3.47% | Add +3.3% | 7,350,431 | $483.4M |
| OneDigital Investment Advisors LLC | 5.59% | Reduce -5.3% | 7,167,986 | $471.4M |
| 1900 Wealth Management LLC | 28.03% | Add +9.0% | 5,125,848 | $337.1M |
| Financial Engines Advisors L.L.C. | 0.70% | Reduce -0.7% | 4,977,909 | $327.3M |
| Natixis Advisors, LLC | 0.60% | Add +56.5% | 4,975,110 | $327.2M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.1% | 4,598,268 | $301.8M |
| Goldman Sachs Group Inc. | 0.06% | Add +3.1% | 4,487,762 | $295.1M |
| Manufacturers Life Insurance Company, The | 0.28% | Reduce -4.3% | 4,419,347 | $290.6M |
| Stadion Money Management, LLC | 28.52% | Reduce -3.4% | 4,352,005 | $286.2M |
| Private Advisor Group, LLC | 1.68% | Add +4.0% | 4,222,404 | $277.7M |
| GM Advisory Group, LLC | 14.86% | Add +3.5% | 4,183,642 | $275.1M |
| TD Private Client Wealth LLC | 7.29% | Add +11.3% | 4,023,317 | $264.6M |
| HighTower Advisors, LLC | 0.35% | Add +12.2% | 3,933,070 | $258.6M |
| Advocacy Wealth Management, LLC | 17.61% | Reduce -8.4% | 3,932,092 | $258.6M |
| Wealthcare Advisory Partners LLC | 6.64% | Add +4.4% | 3,763,062 | $247.5M |
| Capital Analysts, LLC | 9.06% | Add +4.3% | 3,692,715 | $242.8M |
| Raymond James Financial Inc. | 0.09% | Reduce -6.3% | 3,666,884 | $241.1M |
| Gradient Investments LLC | 4.57% | Reduce -27.5% | 3,447,304 | $226.7M |
| Norinchukin Bank, The | 4.12% | Add +64.2% | 3,410,270 | $224.3M |
| NorthRock Partners, LLC | 7.50% | Add +5.5% | 3,395,605 | $223.3M |
| Wells Fargo & Company | 0.05% | Add +22.7% | 3,334,294 | $219.3M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +35.0% | 2,975,287 | $195.7M |
| Two Sigma Investments, LP | 0.43% | Reduce -16.3% | 2,878,700 | $189.3M |
| Endurance Services Ltd | 34.50% | Add +1256.7% | 2,831,385 | $186.2M |
| Cetera Investment Advisers | 0.36% | Add +5.8% | 2,819,716 | $185.4M |
| SCS Capital Management LLC | 2.13% | New | 2,544,362 | $167.3M |
| Assetmark, Inc. | 0.46% | Reduce -19.8% | 2,529,636 | $166.3M |
| Mariner, LLC | 0.24% | Reduce -6.0% | 2,226,741 | $146.4M |
| AE Wealth Management LLC | 1.14% | Reduce -11.8% | 2,066,709 | $135.9M |
| Peterson Wealth Advisors, LLC | 25.81% | Reduce -4.9% | 2,251,634 | $133.6M |
| Spinnaker Trust | 8.59% | Add +10.8% | 2,001,617 | $131.6M |
| NewEdge Advisors, LLC | 0.78% | Reduce -5.2% | 1,990,911 | $130.9M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +10.6% | 1,951,291 | $128.3M |
| Tennessee Valley Asset Management Partners | 20.56% | Add +1.5% | 1,916,846 | $126.1M |
| UBS Group AG | 0.03% | Add +17.3% | 1,858,568 | $122.2M |
| Austin Private Wealth, LLC | 10.71% | Reduce -1.7% | 1,812,682 | $119.2M |
| Ascent Group, LLC | 5.06% | Add +164.1% | 1,792,898 | $117.9M |
| UNIVEST FINANCIAL Corp | 7.66% | Add +13.2% | 1,783,960 | $117.3M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -3.8% | 1,729,956 | $113.8M |
| Sand Hill Global Advisors, LLC | 4.63% | Add +2.8% | 1,709,685 | $112.4M |
| State Street Corp. | 0.00% | Add +29.2% | 1,582,034 | $104.0M |
| MML Investors Services, LLC | 0.34% | Reduce -0.6% | 1,571,308 | $103.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.07% | Add +9.4% | 1,547,810 | $102.1M |
| Good Life Advisors, LLC | 6.96% | Reduce -4.9% | 1,501,603 | $98.7M |
| KWB Wealth | 11.35% | Add +2.6% | 1,364,601 | $94.1M |
| Mizuho Bank, Ltd. | 20.79% | New | 1,400,000 | $92.1M |
| Aptus Capital Advisors, LLC | 1.03% | Reduce -13.2% | 1,385,281 | $91.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.37% | Add +41.8% | 1,384,318 | $90.5M |
| Standpoint Asset Management, LLC | 16.60% | Add +7.1% | 1,370,000 | $90.1M |
| Integrity Alliance, Llc. | 3.49% | Add +58.5% | 1,342,587 | $88.3M |
| Great Valley Advisor Group, Inc. | 1.83% | Add +47.6% | 1,293,747 | $85.1M |
| 49 Wealth Management, LLC | 10.19% | Add +25.8% | 1,286,521 | $84.6M |
| First Command Advisory Services, Inc. | 0.81% | Add +38.5% | 1,281,587 | $84.3M |
| RiverFront Investment Group, LLC | 1.82% | Add +2.1% | 1,245,532 | $81.9M |
| Taiyo Life Insurance Co. | 7.28% | No change | 1,235,500 | $81.2M |
| World Investment Advisors | 2.10% | Add +399.2% | 1,230,069 | $80.9M |
| AlphaStar Capital Management, LLC | 8.01% | Reduce -11.3% | 1,209,776 | $79.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +10.6% | 1,159,497 | $76.2M |
| Compass Ion Advisors, LLC | 8.93% | Add +4.6% | 1,153,271 | $75.8M |
| Kestra Advisory Services, LLC | 0.36% | Add +12.3% | 1,135,197 | $74.7M |
| Agur Provident & Training Funds Management Ltd. | 29.69% | No change | 1,128,194 | $74.2M |
| Integrated Wealth Concepts LLC | 0.86% | Reduce -26.0% | 1,123,335 | $73.9M |
| Stratos Wealth Partners, LTD. | 1.11% | Reduce -1.0% | 1,099,524 | $72.3M |
| OneAscent Financial Services LLC | 4.67% | Add +1.3% | 1,085,139 | $71.6M |
| N.E.W. Advisory Services LLC | 5.34% | Add +8.2% | 1,060,174 | $69.7M |
| Armstrong Advisory Group, Inc. | 5.50% | No change | 998,848 | $68.9M |
| Royal Bank of Canada | 0.02% | Reduce -11.9% | 1,046,613 | $68.8M |
| Intrua Financial, LLC | 10.63% | Add +4.0% | 1,032,923 | $67.9M |
| CFS Investment Advisory Services, LLC | 5.79% | Reduce -9.6% | 989,920 | $65.1M |
| Avidian Wealth Enterprises, LLC | 2.89% | Add +17.3% | 985,796 | $64.8M |
| Crews Bank & Trust | 11.03% | Add +1.5% | 983,573 | $64.7M |
| Brown Financial Advisory | 39.95% | Add +5.8% | 963,502 | $63.4M |
| Vertex Planning Partners, LLC | 13.40% | Add +2.1% | 933,352 | $61.4M |
| VestGen Advisors, LLC | 2.76% | — | 922,932 | $60.7M |
| Allen Capital Group, LLC | 6.94% | Reduce -1.1% | 920,334 | $60.5M |
| Sterling Group Wealth Management, LLC | 32.41% | Add +2.1% | 919,083 | $60.4M |
| Retirement Income Solutions, Inc. | 12.42% | Add +101.1% | 902,832 | $59.4M |
| O'Brien Wealth Partners LLC | 10.75% | Add +2.0% | 877,803 | $57.7M |
| IMC-Chicago, LLC | 2.23% | New | 875,913 | $57.6M |
| Lifelong Wealth Advisors, Inc. | 26.97% | Reduce -0.7% | 874,455 | $57.5M |
| Detalus Advisors, LLC | 18.01% | Reduce -2.9% | 872,142 | $57.4M |
| O'Dell Group, LLC | 14.77% | Reduce -0.2% | 866,603 | $57.0M |
| Park Avenue Securities LLC | 0.69% | Add +5.7% | 852,655 | $56.1M |
| Principal Securities, Inc. | 1.24% | No change | 802,689 | $55.3M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -3.0% | 838,210 | $55.1M |
"% 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.