Ste STR SPDR PT S&P 500 ETFSPYMETF

13F holders, Q2 2025 (June 30)
1,372holders +80
123new positions
52sold out
6famous investors
$72.65avg. 13F price*

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

05001,0001,5002,000 Q1 2024: 972Q1 2024Q2 2024: 1,054Q2 2024Q3 2024: 1,096Q3 2024Q4 2024: 1,254Q4 2024Q1 2025: 1,292Q1 2025Q2 2025: 1,372Q2 2025Q3 2025: 1,427Q3 2025Q4 2025: 1,597Q4 2025Q1 2026: 1,611Q1 2026Q2 2026: 1,727Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions123$1.5B
Exits52$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.

Show all 1,372 holders