Ste STR SPDR PT S&P 500 ETFSPYMETF

13F holders, Q3 2025 (September 30)
1,427holders +55
119new positions
50sold out
5famous investors
$78.27avg. 13F price*

At the end of Q3 2025, 1,427 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 55 from Q2 2025. 119 opened new positions and 50 sold out. The largest holders were Betterment LLC ($6.2B), USS Investment Management Ltd ($5.2B) and Bank of America Corp. ($5.1B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Ste STR SPDR PT S&P 500 ETF
Filed as
SPDR SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions119$898.5M
Exits50$410.9M

All 13F filers, Q2 2025 → Q3 2025: 108,608,452 shares bought and 14,850,705 shares sold, net +93,757,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,427 holders

Betterment LLC 12.16% Add +6.3% 78,546,237 $6.2B
USS Investment Management Ltd 25.00% Add +59.7% 66,398,232 $5.2B
Bank of America Corp. 0.38% Add +10.2% 65,441,181 $5.1B
Jones Financial Companies LLLP 2.70% Add +15.3% 50,982,604 $4.0B
LPL Financial LLC 1.11% Add +8.3% 48,460,325 $3.8B
Creative Planning 1.92% Add +2.9% 32,029,687 $2.5B
Envestnet Asset Management Inc. 0.38% Add +6.2% 16,868,988 $1.3B
Morgan Stanley 0.07% Add +3.7% 14,248,263 $1.1B
Kedalion Capital Management LLP 37.91% Add +83.7% 12,884,000 $1.0B
Invesco Ltd. 0.13% Add +0.1% 10,578,737 $828.7M
Nissay Asset Management Corp. /Japan 4.32% Add +838.3% 9,989,832 $782.6M
Cwm, LLC 2.35% Add +0.2% 9,958,969 $780.2M
National Mutual Insurance Federation of Agricultural Cooperatives 5.67% No change 9,536,000 $747.1M
Osaic Holdings, Inc. 0.94% Add +3.7% 8,789,981 $672.3M
JPMorgan Chase & Co. 0.04% Add +2.8% 8,247,272 $646.1M
Goldman Sachs Group Inc. 0.09% Add +21.1% 7,792,836 $610.5M
Clark Capital Management Group, Inc. 3.76% Add +1.2% 7,671,286 $601.0M
Advance Capital Management, Inc. 25.78% Reduce -5.5% 7,584,434 $594.2M
OneDigital Investment Advisors LLC 4.78% Add +2.9% 5,944,567 $465.7M
TIG Advisors, LLC 28.67% Add +0.3% 5,928,677 $464.5M
1900 Wealth Management LLC 29.99% Add +6.2% 5,648,641 $442.5M
Financial Engines Advisors L.L.C. 0.75% Add +0.1% 4,993,827 $391.2M
Exchange Traded Concepts, LLC 3.70% Add +105.9% 4,951,409 $387.9M
Raymond James Financial Inc. 0.12% Add +13.2% 4,681,618 $366.8M
Ameriprise Financial Inc. 0.08% Reduce -0.8% 4,634,030 $363.1M
GM Advisory Group, LLC 15.19% Add +3.5% 4,559,527 $357.2M
TD Private Client Wealth LLC 8.04% Add +5.6% 4,554,909 $356.8M
Private Advisor Group, LLC 1.69% Add +9.2% 4,380,916 $343.2M
Wealthcare Advisory Partners LLC 7.01% Reduce -0.1% 4,294,814 $336.5M
Cetera Investment Advisers 0.38% Add +1.9% 4,215,363 $330.2M
Manufacturers Life Insurance Company, The 0.27% Add +44.4% 4,145,679 $324.8M
Vantagepoint Investment Advisers LLC 2.62% New 4,091,668 $320.5M
Stadion Money Management, LLC 24.52% Add +16.1% 3,919,359 $307.0M
HighTower Advisors, LLC 0.34% Add +0.3% 3,850,873 $301.7M
Capital Analysts, LLC 8.77% Add +1.7% 3,838,024 $300.7M
Northwestern Mutual Wealth Management Co. 0.20% Add +6.2% 3,787,339 $296.7M
Gradient Investments LLC 4.90% Add +5.5% 3,749,672 $293.7M
NorthRock Partners, LLC 5.24% Add +1.8% 3,697,745 $289.7M
Norinchukin Bank, The 3.69% No change 3,511,270 $275.1M
Wells Fargo & Company 0.05% Add +6.2% 3,326,011 $260.6M
Wealth Enhancement Advisory Services, LLC 0.38% Reduce -7.2% 3,178,328 $250.2M
Assetmark, Inc. 0.54% Add +13.0% 3,189,712 $249.9M
Advocacy Wealth Management, LLC 10.59% Add +0.2% 3,113,972 $243.9M
Two Sigma Investments, LP 0.39% Add +27.5% 3,083,300 $241.5M
Cambridge Investment Research Advisors, Inc. 0.66% Add +11.8% 3,046,554 $238.7M
Composition Wealth, LLC 3.28% Add +46364.0% 2,796,205 $219.1M
First Command Advisory Services, Inc. 1.52% Add +54.3% 2,678,563 $209.8M
Mirae Asset Global Investments Co., Ltd. 0.66% Add +14.4% 2,672,151 $209.3M
SCS Capital Management LLC 2.18% Add +1.3% 2,553,688 $200.1M
Natixis Advisors, LLC 0.28% Reduce -20.1% 2,475,110 $193.9M
Peterson Wealth Advisors, LLC 27.08% Add +1.6% 2,300,034 $181.1M
Global Retirement Partners, LLC 4.01% Add +5.4% 2,284,596 $179.0M
NewEdge Advisors, LLC 0.77% Reduce -6.1% 2,167,098 $169.8M
UBS Group AG 0.03% Add +5.0% 2,157,454 $169.0M
Mariner, LLC 0.22% Add +0.6% 2,136,786 $167.4M
Spinnaker Trust 9.24% Add +3.5% 2,125,087 $166.5M
Larson Financial Group LLC 5.72% Add +27.8% 2,078,730 $162.8M
MML Investors Services, LLC 0.43% Reduce -2.9% 2,069,030 $162.1M
Ocean Park Asset Management, LLC 6.65% New 2,058,656 $161.3M
Tennessee Valley Asset Management Partners 19.81% Reduce -5.3% 1,862,729 $145.9M
UNIVEST FINANCIAL Corp 7.71% Reduce -2.9% 1,759,947 $137.9M
49 Wealth Management, LLC 12.91% Add +9.7% 1,748,006 $136.9M
Great Valley Advisor Group, Inc. 2.65% Add +6.4% 1,689,291 $132.3M
Sand Hill Global Advisors, LLC 4.61% Reduce -1.9% 1,672,735 $131.0M
Retirement Income Solutions, Inc. 22.21% Add +2.2% 1,658,222 $129.9M
Royal Bank of Canada 0.02% Add +46.7% 1,631,490 $127.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7.29% Add +5.0% 1,605,031 $125.7M
State Street Corp. 0.00% Reduce -2.8% 1,568,850 $122.9M
AlphaStar Capital Management, LLC 10.50% Add +22.9% 1,555,133 $121.8M
AE Wealth Management LLC 0.72% Reduce -5.3% 1,442,622 $113.0M
Commonwealth Equity Services, LLC 0.15% Add +3.1% 1,439,300 $112.8M
Vicus Capital 8.49% Add +2849.0% 1,418,548 $111.1M
Ascent Group, LLC 3.79% Add +1.8% 1,366,766 $107.1M
Adventist Health System Sunbelt Healthcare Corp. 4.43% New 1,300,000 $101.8M
Aptus Capital Advisors, LLC 0.91% Reduce -5.5% 1,265,622 $99.1M
World Investment Advisors 1.99% Reduce -1.6% 1,237,558 $97.0M
RiverFront Investment Group, LLC 1.70% Add +0.6% 1,235,494 $96.8M
Kestra Advisory Services, LLC 0.44% Add +3.6% 1,219,845 $95.6M
Penserra Capital Management LLC 1.11% Add +11.0% 1,186,674 $93.0M
Marshall Wace, LLP 0.10% New 1,178,666 $92.3M
Integrated Wealth Concepts LLC 0.81% Add +1.9% 1,152,879 $90.3M
Revere Asset Management, Inc 33.92% Add +14.8% 1,147,458 $89.9M
Austin Private Wealth, LLC 6.71% Reduce -1.8% 1,112,666 $87.2M
Crews Bank & Trust 12.55% Add +5.2% 1,094,890 $85.8M
Mizuho Bank, Ltd. 9.48% Reduce -48.1% 1,090,000 $85.4M
Mercer Global Advisors Inc. 0.14% Add +377.1% 1,070,504 $83.9M
Avidian Wealth Enterprises, LLC 3.07% Add +36.1% 1,039,233 $81.4M
Sterling Group Wealth Management, LLC 40.08% Add +0.1% 1,032,684 $80.9M
Brown Financial Advisory 42.08% Reduce -0.4% 1,025,811 $80.4M
OneAscent Financial Services LLC 5.20% Reduce -9.7% 996,297 $78.0M
Stratos Wealth Partners, LTD. 0.91% Add +2.6% 975,108 $76.4M
Tectonic Advisors LLC 4.05% Add +274.2% 946,683 $74.2M
Janus Henderson Group PLC 0.03% Add +31.0% 935,150 $73.3M
Park Avenue Securities LLC 0.57% Add +1.6% 934,705 $73.2M
Principal Securities, Inc. 1.20% Reduce -6.7% 933,131 $73.1M
KWB Wealth 8.02% Reduce -21.9% 998,778 $72.6M
Standpoint Asset Management, LLC 16.34% Reduce -15.6% 922,900 $72.3M
Intrua Financial, LLC 8.43% Add +2.2% 919,539 $72.0M
Allen Capital Group, LLC 6.79% Reduce -2.2% 907,662 $71.1M
St Germain D J Co. Inc. 2.84% Add +53.8% 904,883 $70.9M

"% 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 1,427 holders