Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $898.5M |
| Exits | 50 | $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.