Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q4 2025 (December 31)1,597holders +170
126new positions
59sold out
5famous investors
$80.23avg. 13F price*
At the end of Q4 2025, 1,597 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 170 from Q3 2025. 126 opened new positions and 59 sold out. The largest holders were Betterment LLC ($6.7B), USS Investment Management Ltd ($5.3B) and Jones Financial Companies LLLP ($4.6B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2025)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 126 | $1.7B |
| Exits | 59 | $688.5M |
All 13F filers, Q3 2025 → Q4 2025: 96,614,359 shares bought and 42,075,820 shares sold, net +54,538,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,597 holders
| Betterment LLC | 12.77% | Add +6.4% | 83,585,842 | $6.7B |
| USS Investment Management Ltd | 26.45% | No change | 66,398,232 | $5.3B |
| Jones Financial Companies LLLP | 2.82% | Add +12.9% | 57,574,162 | $4.6B |
| Bank of America Corp. | 0.31% | Reduce -17.7% | 53,847,867 | $4.3B |
| LPL Financial LLC | 1.13% | Add +6.3% | 51,511,055 | $4.1B |
| Creative Planning | 1.88% | Add +2.4% | 32,800,149 | $2.6B |
| Morgan Stanley | 0.15% | Add +116.6% | 30,855,614 | $2.5B |
| Envestnet Asset Management Inc. | 0.43% | Add +6.1% | 17,891,359 | $1.4B |
| Natixis | 5.24% | New | 16,433,000 | $1.3B |
| Invesco Ltd. | 0.08% | Add +0.3% | 10,606,949 | $850.9M |
| Cwm, LLC | 2.25% | Add +4.0% | 10,359,261 | $831.0M |
| Nissay Asset Management Corp. /Japan | 4.17% | No change | 9,989,832 | $801.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.61% | No change | 9,536,000 | $765.0M |
| JPMorgan Chase & Co. | 0.05% | Add +2.6% | 8,461,033 | $678.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +2.9% | 8,022,267 | $643.5M |
| Osaic Holdings, Inc. | 0.88% | Reduce -15.0% | 7,471,643 | $599.4M |
| Clark Capital Management Group, Inc. | 3.67% | Reduce -2.9% | 7,449,848 | $597.6M |
| Advance Capital Management, Inc. | 21.07% | Reduce -18.3% | 6,194,274 | $496.9M |
| OneDigital Investment Advisors LLC | 4.82% | Add +3.0% | 6,123,760 | $491.2M |
| 1900 Wealth Management LLC | 30.62% | Add +5.4% | 5,951,853 | $477.5M |
| TIG Advisors, LLC | 22.99% | Add +0.3% | 5,946,012 | $477.0M |
| Greenleaf Trust | 4.02% | Add +1166.7% | 5,464,262 | $438.3M |
| Ameriprise Financial Inc. | 0.10% | Add +17.6% | 5,451,039 | $437.2M |
| Exchange Traded Concepts, LLC | 3.64% | Add +9.9% | 5,443,284 | $436.7M |
| Allianz Asset Management GmbH | 0.47% | Add +708.2% | 5,071,162 | $406.8M |
| Financial Engines Advisors L.L.C. | 0.77% | Add +1.5% | 5,067,054 | $406.5M |
| TD Private Client Wealth LLC | 8.40% | Add +8.0% | 4,917,441 | $394.5M |
| Private Advisor Group, LLC | 1.82% | Add +9.8% | 4,808,867 | $385.8M |
| GM Advisory Group, LLC | 14.91% | Add +4.1% | 4,745,143 | $380.7M |
| Raymond James Financial Inc. | 0.12% | Reduce -1.6% | 4,608,449 | $369.7M |
| Cetera Investment Advisers | 0.39% | Add +5.1% | 4,431,269 | $355.5M |
| Wealthcare Advisory Partners LLC | 6.83% | Add +0.8% | 4,330,088 | $347.4M |
| HighTower Advisors, LLC | 0.38% | Add +11.0% | 4,274,627 | $342.9M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +8.2% | 4,096,080 | $328.6M |
| Vantagepoint Investment Advisers LLC | 2.64% | No change | 4,091,668 | $328.2M |
| Gradient Investments LLC | 5.14% | Add +7.7% | 4,039,470 | $324.0M |
| Kedalion Capital Management LLP | 7.56% | Reduce -70.2% | 3,840,000 | $308.0M |
| Capital Analysts, LLC | 8.47% | Reduce -0.6% | 3,816,895 | $306.2M |
| NorthRock Partners, LLC | 5.16% | Add +3.0% | 3,809,436 | $305.6M |
| Stadion Money Management, LLC | 24.67% | Reduce -3.2% | 3,793,589 | $304.3M |
| Nicolet Advisory Services, LLC | 19.90% | Add +10918.7% | 3,610,494 | $295.3M |
| Norinchukin Bank, The | 3.28% | No change | 3,511,270 | $281.7M |
| Wells Fargo & Company | 0.06% | Add +5.5% | 3,510,130 | $281.6M |
| First Command Advisory Services, Inc. | 1.94% | Add +29.6% | 3,471,741 | $278.5M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Add +4.6% | 3,324,859 | $270.7M |
| Advocacy Wealth Management, LLC | 10.91% | Add +4.4% | 3,249,653 | $260.7M |
| Natixis Advisors, LLC | 0.37% | Add +31.0% | 3,241,367 | $260.0M |
| Assetmark, Inc. | 0.53% | Add +1.4% | 3,233,690 | $259.4M |
| Composition Wealth, LLC | 3.68% | Add +14.4% | 3,199,150 | $256.6M |
| Mizuho Bank, Ltd. | 30.26% | Add +190.8% | 3,170,000 | $254.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.64% | Add +8.0% | 2,885,251 | $231.5M |
| State Street Corp. | 0.01% | Add +72.2% | 2,701,855 | $216.7M |
| SCS Capital Management LLC | 2.23% | Add +2.9% | 2,627,987 | $210.8M |
| NewEdge Advisors, LLC | 0.72% | Add +13.5% | 2,460,143 | $197.4M |
| MML Investors Services, LLC | 0.47% | Add +16.2% | 2,403,367 | $192.8M |
| Global Retirement Partners, LLC | 3.37% | Add +3.6% | 2,368,026 | $190.0M |
| Mariner, LLC | 0.22% | Add +8.4% | 2,316,179 | $185.8M |
| Peterson Wealth Advisors, LLC | 24.57% | Reduce -0.1% | 2,297,743 | $184.3M |
| Larson Financial Group LLC | 6.12% | Add +9.8% | 2,282,787 | $183.1M |
| Spinnaker Trust | 9.30% | Add +2.0% | 2,166,677 | $173.8M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -29.9% | 2,137,148 | $171.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.02% | Add +61.7% | 2,102,500 | $168.7M |
| Ocean Park Asset Management, LLC | 7.80% | Add +0.6% | 2,071,057 | $166.1M |
| UBS Group AG | 0.03% | Reduce -4.9% | 2,051,846 | $164.6M |
| 49 Wealth Management, LLC | 13.04% | Add +14.3% | 1,997,722 | $160.3M |
| Tennessee Valley Asset Management Partners | 20.11% | Add +3.8% | 1,933,836 | $155.1M |
| Royal Bank of Canada | 0.03% | Add +14.7% | 1,871,483 | $150.1M |
| Vicus Capital | 10.90% | Add +27.7% | 1,811,141 | $145.3M |
| Retirement Income Solutions, Inc. | 24.46% | Add +8.4% | 1,797,996 | $144.2M |
| Two Sigma Investments, LP | 0.22% | Reduce -42.5% | 1,771,500 | $142.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.37% | Add +8.7% | 1,744,238 | $139.9M |
| UNIVEST FINANCIAL Corp | 7.25% | Reduce -3.1% | 1,705,726 | $136.8M |
| Great Valley Advisor Group, Inc. | 2.60% | Reduce -0.1% | 1,687,147 | $135.3M |
| Aptus Capital Advisors, LLC | 1.10% | Add +28.0% | 1,620,149 | $130.0M |
| Sand Hill Global Advisors, LLC | 4.52% | Reduce -3.5% | 1,613,586 | $129.4M |
| AE Wealth Management LLC | 0.66% | Reduce -0.9% | 1,429,104 | $114.6M |
| World Investment Advisors | 1.75% | Add +7.6% | 1,331,691 | $106.8M |
| Revere Asset Management, Inc | 36.21% | Add +11.8% | 1,282,605 | $102.9M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -12.7% | 1,255,872 | $100.7M |
| Stratos Wealth Partners, LTD. | 1.14% | Add +28.1% | 1,249,128 | $100.2M |
| RiverFront Investment Group, LLC | 1.64% | Add +0.0% | 1,235,781 | $99.1M |
| Ascent Group, LLC | 3.36% | Reduce -10.3% | 1,225,539 | $98.3M |
| Kestra Advisory Services, LLC | 0.39% | Reduce -3.5% | 1,177,467 | $94.5M |
| Mercer Global Advisors Inc. | 0.14% | Add +9.3% | 1,170,521 | $93.9M |
| Crews Bank & Trust | 13.05% | Add +3.8% | 1,136,405 | $91.2M |
| Austin Private Wealth, LLC | 6.82% | Add +1.9% | 1,133,896 | $91.0M |
| Integrated Wealth Concepts LLC | 1.08% | Reduce -2.0% | 1,130,317 | $90.7M |
| KWB Wealth | 8.46% | Add +11.5% | 1,113,942 | $89.4M |
| WCG Wealth Advisors LLC | 2.50% | Add +258.1% | 1,112,501 | $89.2M |
| AlphaStar Capital Management, LLC | 6.41% | Reduce -29.9% | 1,089,630 | $87.4M |
| Brown Financial Advisory | 42.82% | Add +3.0% | 1,056,203 | $84.7M |
| Avidian Wealth Enterprises, LLC | 3.02% | Reduce -0.5% | 1,033,682 | $82.9M |
| Sterling Group Wealth Management, LLC | 40.00% | Reduce -0.3% | 1,030,149 | $82.6M |
| Park Avenue Securities LLC | 0.69% | Add +9.0% | 1,018,422 | $81.7M |
| Intrua Financial, LLC | 8.65% | Add +6.9% | 983,305 | $78.9M |
| St Germain D J Co. Inc. | 3.03% | Add +7.3% | 971,008 | $77.9M |
| One Day In July LLC | 6.39% | Add +8.7% | 969,305 | $77.8M |
| Tectonic Advisors LLC | 4.02% | Add +0.5% | 951,414 | $76.3M |
| Modern Wealth Management, LLC | 1.39% | Add +27.1% | 950,070 | $76.2M |
| Janus Henderson Group PLC | 0.03% | No change | 935,150 | $75.0M |
"% 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.