Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,372 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 80 from Q1 2025. 123 opened new positions and 52 sold out. The largest holders were Betterment LLC ($5.4B), Bank of America Corp. ($4.3B) and LPL Financial LLC ($3.3B). 6 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 SERIES TRUST (Q2 2025)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $1.5B |
| Exits | 52 | $171.9M |
All 13F filers, Q1 2025 → Q2 2025: 129,648,378 shares bought and 48,038,793 shares sold, net +81,609,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,372 holders
| Betterment LLC | 11.44% | Add +13.9% | 73,909,544 | $5.4B |
| Bank of America Corp. | 0.35% | Add +88.5% | 59,401,970 | $4.3B |
| LPL Financial LLC | 1.09% | Add +6.6% | 44,732,770 | $3.3B |
| Jones Financial Companies LLLP | 2.42% | Add +42.2% | 44,200,159 | $3.2B |
| USS Investment Management Ltd | 18.95% | Add +96.1% | 41,572,102 | $3.0B |
| Creative Planning | 1.93% | Add +1.0% | 31,140,324 | $2.3B |
| Envestnet Asset Management Inc. | 0.34% | Add +11.4% | 15,884,712 | $1.2B |
| Morgan Stanley | 0.07% | Add +22.2% | 13,743,533 | $999.0M |
| Invesco Ltd. | 0.13% | Reduce -34.9% | 10,572,050 | $768.5M |
| Cwm, LLC | 2.55% | Add +17.2% | 9,940,516 | $722.6M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.61% | Add +6.5% | 9,536,000 | $693.2M |
| Osaic Holdings, Inc. | 1.09% | Add +5.5% | 8,477,966 | $609.7M |
| Advance Capital Management, Inc. | 26.45% | Reduce -21.6% | 8,029,770 | $583.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -7.2% | 8,025,617 | $583.4M |
| Clark Capital Management Group, Inc. | 3.82% | Add +3.1% | 7,581,592 | $551.1M |
| Kedalion Capital Management LLP | 19.87% | New | 7,014,380 | $509.9M |
| Goldman Sachs Group Inc. | 0.08% | Add +43.4% | 6,433,969 | $467.7M |
| TIG Advisors, LLC | 23.46% | New | 5,910,541 | $429.8M |
| OneDigital Investment Advisors LLC | 4.66% | Reduce -19.4% | 5,775,966 | $419.9M |
| 1900 Wealth Management LLC | 29.23% | Add +3.8% | 5,317,895 | $386.6M |
| Financial Engines Advisors L.L.C. | 0.72% | Add +0.3% | 4,991,489 | $362.8M |
| Ameriprise Financial Inc. | 0.08% | Add +1.6% | 4,671,668 | $339.6M |
| GM Advisory Group, LLC | 15.83% | Add +5.3% | 4,406,753 | $320.3M |
| TD Private Client Wealth LLC | 7.70% | Add +7.2% | 4,312,251 | $313.5M |
| Wealthcare Advisory Partners LLC | 7.13% | Add +14.3% | 4,299,447 | $312.5M |
| Raymond James Financial Inc. | 0.10% | Add +12.8% | 4,137,001 | $300.7M |
| Cetera Investment Advisers | 0.51% | Add +46.6% | 4,135,132 | $300.6M |
| Private Advisor Group, LLC | 1.57% | Reduce -5.0% | 4,010,594 | $291.5M |
| HighTower Advisors, LLC | 0.35% | Reduce -2.4% | 3,839,896 | $279.1M |
| Capital Analysts, LLC | 9.14% | Add +2.2% | 3,772,865 | $274.3M |
| NorthRock Partners, LLC | 6.88% | Add +7.0% | 3,632,364 | $264.0M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +19.8% | 3,565,033 | $259.1M |
| Gradient Investments LLC | 4.72% | Add +3.1% | 3,554,841 | $258.4M |
| Norinchukin Bank, The | 3.80% | Add +3.0% | 3,511,270 | $255.2M |
| Wealth Enhancement Advisory Services, LLC | 0.42% | Add +75.6% | 3,425,956 | $252.0M |
| Stadion Money Management, LLC | 20.14% | Reduce -22.4% | 3,374,987 | $245.3M |
| Wells Fargo & Company | 0.05% | Reduce -6.1% | 3,131,859 | $227.7M |
| Advocacy Wealth Management, LLC | 13.86% | Reduce -21.0% | 3,107,897 | $225.9M |
| Natixis Advisors, LLC | 0.36% | Reduce -37.8% | 3,096,749 | $225.1M |
| Manufacturers Life Insurance Company, The | 0.19% | Reduce -35.0% | 2,871,323 | $208.7M |
| Endurance Services Ltd | 35.84% | No change | 2,831,385 | $205.8M |
| Assetmark, Inc. | 0.48% | Add +11.6% | 2,822,093 | $205.1M |
| Cambridge Investment Research Advisors, Inc. | 0.60% | Add +57.6% | 2,725,983 | $198.2M |
| SCS Capital Management LLC | 2.03% | Reduce -0.9% | 2,520,673 | $183.2M |
| Two Sigma Investments, LP | 0.33% | Reduce -16.0% | 2,419,000 | $175.8M |
| Exchange Traded Concepts, LLC | 2.23% | New | 2,404,388 | $174.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.59% | Add +68.7% | 2,335,301 | $169.8M |
| NewEdge Advisors, LLC | 0.86% | Add +15.9% | 2,307,503 | $167.7M |
| Peterson Wealth Advisors, LLC | 27.17% | Add +0.6% | 2,264,471 | $164.6M |
| Global Retirement Partners, LLC | 3.90% | — | 2,166,899 | $157.5M |
| MML Investors Services, LLC | 0.45% | Add +35.6% | 2,131,460 | $154.9M |
| Mariner, LLC | 0.22% | Reduce -4.6% | 2,123,820 | $154.4M |
| Mizuho Bank, Ltd. | 15.00% | Add +50.0% | 2,100,000 | $152.6M |
| UBS Group AG | 0.03% | Add +10.6% | 2,055,143 | $149.4M |
| Spinnaker Trust | 8.98% | Add +2.6% | 2,053,233 | $149.2M |
| Tennessee Valley Asset Management Partners | 36.29% | Add +2.6% | 1,966,408 | $142.9M |
| UNIVEST FINANCIAL Corp | 7.90% | Add +1.6% | 1,812,265 | $131.7M |
| First Command Advisory Services, Inc. | 1.09% | Add +35.5% | 1,735,977 | $126.2M |
| Sand Hill Global Advisors, LLC | 4.60% | Reduce -0.3% | 1,704,384 | $123.9M |
| Good Life Advisors, LLC | 7.50% | Add +9.9% | 1,649,753 | $119.9M |
| Larson Financial Group LLC | 4.75% | Add +246.5% | 1,627,089 | $118.3M |
| Retirement Income Solutions, Inc. | 21.64% | Add +79.7% | 1,622,431 | $117.9M |
| State Street Corp. | 0.00% | Add +2.0% | 1,614,508 | $117.4M |
| 49 Wealth Management, LLC | 12.33% | Add +23.9% | 1,593,630 | $115.8M |
| Great Valley Advisor Group, Inc. | 2.56% | Add +22.7% | 1,587,263 | $115.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.25% | Reduce -1.2% | 1,528,848 | $111.1M |
| AE Wealth Management LLC | 0.81% | Reduce -26.3% | 1,523,815 | $110.8M |
| Commonwealth Equity Services, LLC | 0.13% | Add +20.4% | 1,396,513 | $101.5M |
| Ascent Group, LLC | 3.80% | Reduce -25.1% | 1,342,865 | $97.6M |
| Aptus Capital Advisors, LLC | 0.96% | Reduce -3.4% | 1,338,746 | $97.3M |
| AlphaStar Capital Management, LLC | 6.47% | Add +4.6% | 1,265,046 | $92.0M |
| World Investment Advisors | 2.08% | Add +2.2% | 1,257,410 | $91.4M |
| RiverFront Investment Group, LLC | 1.74% | Reduce -1.4% | 1,228,082 | $89.3M |
| Kestra Advisory Services, LLC | 0.42% | Add +3.7% | 1,177,549 | $85.6M |
| Compass Ion Advisors, LLC | 9.25% | Add +2.0% | 1,176,217 | $85.5M |
| KWB Wealth | 10.22% | Reduce -6.3% | 1,278,232 | $84.1M |
| Austin Private Wealth, LLC | 6.52% | Reduce -37.5% | 1,132,714 | $82.3M |
| Integrated Wealth Concepts LLC | 0.83% | Add +0.7% | 1,131,592 | $82.3M |
| Royal Bank of Canada | 0.02% | Add +6.3% | 1,112,170 | $80.8M |
| OneAscent Financial Services LLC | 5.72% | Add +1.7% | 1,103,488 | $80.2M |
| Standpoint Asset Management, LLC | 16.26% | Reduce -20.1% | 1,093,900 | $79.5M |
| Penserra Capital Management LLC | 1.09% | Add +85.0% | 1,068,772 | $77.7M |
| Nissay Asset Management Corp. /Japan | 0.45% | New | 1,064,700 | $77.4M |
| IAG Wealth Partners, LLC | 10.06% | Add +32.1% | 1,046,071 | $76.0M |
| Crews Bank & Trust | 11.91% | Add +5.8% | 1,040,376 | $75.6M |
| Sterling Group Wealth Management, LLC | 41.48% | Add +12.2% | 1,031,134 | $75.0M |
| Brown Financial Advisory | 41.31% | Add +6.9% | 1,029,929 | $74.9M |
| Principal Securities, Inc. | 1.37% | Add +24.5% | 999,568 | $72.7M |
| Revere Asset Management, Inc | 35.24% | Add +81.2% | 999,446 | $72.6M |
| Nepc LLC | 1.79% | New | 973,556 | $70.8M |
| Stratos Wealth Partners, LTD. | 0.94% | Reduce -13.6% | 950,174 | $69.1M |
| Allen Capital Group, LLC | 7.03% | Add +0.8% | 927,722 | $67.4M |
| Park Avenue Securities LLC | 0.62% | Add +7.9% | 920,220 | $66.9M |
| Kickstand Ventures, Llc. | 15.52% | Add +58.7% | 913,360 | $66.4M |
| N.E.W. Advisory Services LLC | 6.41% | Reduce -14.3% | 908,809 | $66.1M |
| Intrua Financial, LLC | 9.40% | Reduce -12.9% | 899,764 | $65.4M |
| Agur Provident & Training Funds Management Ltd. | 24.48% | Reduce -21.1% | 890,494 | $64.7M |
| O'Dell Group, LLC | 16.13% | Add +2.7% | 889,651 | $64.7M |
| Eagle Strategies LLC | 9.48% | Add +14.1% | 855,769 | $62.2M |
| Taiyo Life Insurance Co. | 5.84% | Reduce -30.8% | 855,500 | $62.2M |
"% 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.