Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q1 2026 (March 31)1,611holders +14
110new positions
97sold out
6famous investors
$76.23avg. 13F price*
At the end of Q1 2026, 1,611 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 14 from Q4 2025. 110 opened new positions and 97 sold out. The largest holders were Jones Financial Companies LLLP ($8.3B), Betterment LLC ($7.0B) and JPMorgan Chase & Co. ($5.1B). 6 famous investors held it, including Israel Englander (1.3% of Millennium Management'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 (Q1 2026)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $7.6B |
| Exits | 97 | $553.0M |
All 13F filers, Q4 2025 → Q1 2026: 325,125,609 shares bought and 55,319,687 shares sold, net +269,805,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,611 holders
| Jones Financial Companies LLLP | 3.97% | Add +92.2% | 110,682,000 | $8.3B |
| Betterment LLC | 13.28% | Add +9.6% | 91,626,856 | $7.0B |
| JPMorgan Chase & Co. | 0.35% | Add +717.7% | 69,185,442 | $5.1B |
| USS Investment Management Ltd | 21.57% | No change | 66,398,232 | $5.1B |
| LPL Financial LLC | 1.19% | Add +13.9% | 58,660,538 | $4.5B |
| Marshall Wace, LLP | 4.10% | New | 49,650,246 | $3.8B |
| Bank of America Corp. | 0.20% | Reduce -32.8% | 36,172,901 | $2.8B |
| Creative Planning | 1.75% | Add +2.6% | 33,659,028 | $2.6B |
| Millennium Management | 1.29% | New | 21,566,182 | $1.7B |
| Envestnet Asset Management Inc. | 0.42% | Add +13.3% | 20,261,471 | $1.6B |
| Allianz Asset Management GmbH | 1.76% | Add +291.3% | 19,841,003 | $1.5B |
| Kedalion Capital Management LLP | 40.87% | Add +365.6% | 17,879,000 | $1.4B |
| Morgan Stanley | 0.08% | Reduce -44.1% | 17,249,772 | $1.3B |
| MKP Capital Management, L.L.C. | 34.39% | New | 13,671,700 | $1.0B |
| Natixis | 4.06% | Reduce -18.9% | 13,323,068 | $1.0B |
| Cwm, LLC | 2.26% | Add +8.7% | 11,255,034 | $861.5M |
| Invesco Ltd. | 0.08% | Reduce -0.0% | 10,605,839 | $811.8M |
| Nissay Asset Management Corp. /Japan | 4.05% | No change | 9,989,832 | $764.6M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.62% | No change | 9,536,000 | $729.9M |
| Goldman Sachs Group Inc. | 0.09% | Add +10.7% | 8,882,959 | $679.9M |
| Clark Capital Management Group, Inc. | 3.65% | Add +3.9% | 7,737,467 | $592.2M |
| Ossiam | 10.26% | New | 7,619,932 | $583.2M |
| OneDigital Investment Advisors LLC | 5.35% | Add +16.7% | 7,148,887 | $547.2M |
| Osaic Holdings, Inc. | 0.80% | Reduce -4.5% | 7,138,779 | $546.5M |
| Natixis Advisors, LLC | 0.73% | Add +110.6% | 6,827,654 | $522.6M |
| Greenleaf Trust | 4.81% | Add +17.1% | 6,396,243 | $489.6M |
| Exchange Traded Concepts, LLC | 3.67% | Add +14.5% | 6,234,948 | $477.2M |
| 1900 Wealth Management LLC | 29.61% | Add +1.2% | 6,025,725 | $461.2M |
| TIG Advisors, LLC | 21.78% | Add +0.2% | 5,960,514 | $456.3M |
| Raymond James Financial Inc. | 0.13% | Add +17.9% | 5,430,943 | $415.7M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +31.1% | 5,371,307 | $411.1M |
| Advance Capital Management, Inc. | 15.28% | Reduce -14.9% | 5,268,562 | $403.3M |
| TD Private Client Wealth LLC | 8.28% | Add +6.1% | 5,218,730 | $399.4M |
| Ameriprise Financial Inc. | 0.09% | Reduce -6.0% | 5,122,117 | $391.4M |
| Financial Engines Advisors L.L.C. | 0.78% | Reduce -0.3% | 5,050,535 | $386.6M |
| Private Advisor Group, LLC | 1.79% | Add +3.7% | 4,986,884 | $381.7M |
| Cetera Investment Advisers | 0.40% | Add +9.7% | 4,862,925 | $372.2M |
| GM Advisory Group, LLC | 14.33% | Add +2.5% | 4,861,791 | $372.1M |
| Aptus Capital Advisors, LLC | 3.04% | Add +191.2% | 4,717,961 | $361.1M |
| State Street Corp. | 0.01% | Add +73.4% | 4,685,783 | $358.6M |
| Nicolet Bankshares Inc. | 13.18% | Add +826.3% | 4,638,019 | $357.2M |
| Wealthcare Advisory Partners LLC | 6.77% | Add +4.9% | 4,543,574 | $347.8M |
| Independent Advisor Alliance | 3.68% | Add +1498.3% | 4,479,098 | $342.8M |
| HighTower Advisors, LLC | 0.36% | Add +2.2% | 4,367,372 | $334.3M |
| First Command Advisory Services, Inc. | 2.19% | Add +22.5% | 4,252,491 | $325.5M |
| Gradient Investments LLC | 4.98% | Add +3.9% | 4,198,437 | $321.3M |
| NorthRock Partners, LLC | 5.14% | Add +9.3% | 4,164,509 | $318.8M |
| Wells Fargo & Company | 0.06% | Add +15.2% | 4,044,072 | $309.5M |
| Composition Wealth, LLC | 4.19% | Add +24.6% | 3,985,848 | $305.1M |
| Vantagepoint Investment Advisers LLC | 2.58% | Reduce -2.7% | 3,982,858 | $304.8M |
| Advocacy Wealth Management, LLC | 13.48% | Add +22.6% | 3,982,740 | $304.8M |
| Capital Analysts, LLC | 8.00% | Add +4.2% | 3,975,707 | $304.3M |
| Tidal Investments LLC | 0.93% | New | 3,900,617 | $298.6M |
| Hills Bank & Trust Co | 13.12% | Add +763.4% | 3,547,258 | $271.5M |
| Norinchukin Bank, The | 3.14% | No change | 3,511,270 | $268.8M |
| Stadion Money Management, LLC | 25.37% | Reduce -13.1% | 3,296,538 | $252.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.68% | Add +7.8% | 3,109,441 | $238.0M |
| SCS Capital Management LLC | 2.52% | Add +18.1% | 3,104,457 | $237.6M |
| Assetmark, Inc. | 0.48% | Reduce -5.6% | 3,053,303 | $233.7M |
| Royal Bank of Canada | 0.04% | Add +61.1% | 3,015,193 | $230.8M |
| NewEdge Advisors, LLC | 0.76% | Add +12.0% | 2,755,901 | $210.9M |
| Larson Financial Group LLC | 6.48% | Add +15.7% | 2,640,303 | $202.1M |
| Klaas Financial Asset Advisors, LLC | 26.15% | Add +36141.7% | 2,474,582 | $189.4M |
| Mariner, LLC | 0.22% | Add +6.3% | 2,462,918 | $188.4M |
| Wealth Enhancement Advisory Services, LLC | 0.41% | Reduce -24.8% | 2,499,654 | $188.3M |
| Peterson Wealth Advisors, LLC | 24.47% | Add +4.6% | 2,403,354 | $184.0M |
| Cerity Partners LLC | 0.25% | Add +544.8% | 2,346,533 | $179.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10.21% | Add +34.4% | 2,343,557 | $179.4M |
| UBS Group AG | 0.03% | Add +12.6% | 2,309,952 | $176.8M |
| Spinnaker Trust | 9.61% | Add +4.7% | 2,267,826 | $173.6M |
| Vicus Capital | 12.73% | Add +24.9% | 2,262,820 | $173.2M |
| Cambridge Investment Research Advisors, Inc. | 0.44% | Add +4.3% | 2,228,576 | $170.6M |
| Ocean Park Asset Management, LLC | 9.15% | Reduce -0.0% | 2,070,402 | $158.5M |
| Empower Advisory Group, LLC | 0.41% | Add +1693.1% | 2,059,639 | $157.6M |
| MML Investors Services, LLC | 0.43% | Reduce -15.6% | 2,028,092 | $155.2M |
| Retirement Income Solutions, Inc. | 24.33% | Add +3.4% | 1,859,482 | $142.3M |
| AE Wealth Management LLC | 0.76% | Add +29.3% | 1,847,371 | $141.4M |
| Sand Hill Global Advisors, LLC | 4.75% | Add +14.2% | 1,843,291 | $141.1M |
| Two Sigma Investments, LP | 0.12% | Add +3.4% | 1,832,000 | $140.2M |
| UNIVEST FINANCIAL Corp | 7.77% | Add +6.0% | 1,807,986 | $138.4M |
| AlphaStar Capital Management, LLC | 10.20% | Add +65.9% | 1,807,460 | $138.3M |
| Tennessee Valley Asset Management Partners | 18.22% | Reduce -6.8% | 1,802,322 | $137.9M |
| Great Valley Advisor Group, Inc. | 2.34% | Reduce -0.3% | 1,682,469 | $128.8M |
| Ascent Group, LLC | 4.30% | Add +32.5% | 1,624,460 | $124.3M |
| Integrated Wealth Concepts LLC | 0.89% | Add +28.4% | 1,451,918 | $111.1M |
| 49 Wealth Management, LLC | 8.07% | Reduce -29.5% | 1,409,193 | $107.9M |
| Commonwealth Equity Services, LLC | 0.15% | Add +8.4% | 1,360,992 | $104.2M |
| Stratos Wealth Partners, LTD. | 1.12% | Add +2.4% | 1,278,593 | $97.9M |
| RiverFront Investment Group, LLC | 1.48% | Add +0.8% | 1,246,265 | $95.4M |
| Modern Wealth Management, LLC | 1.62% | Add +28.6% | 1,222,286 | $94.3M |
| CFS Investment Advisory Services, LLC | 6.39% | Add +34.7% | 1,110,238 | $92.8M |
| Revere Asset Management, Inc | 47.41% | Reduce -5.7% | 1,209,143 | $92.5M |
| World Investment Advisors | 1.45% | Reduce -11.9% | 1,173,658 | $89.8M |
| WCG Wealth Advisors LLC | 2.48% | Add +4.2% | 1,159,101 | $88.7M |
| KWB Wealth | 8.77% | Reduce -0.7% | 1,105,743 | $88.7M |
| LVW Advisors, LLC | 8.65% | Add +166.7% | 1,158,465 | $88.7M |
| Crews Bank & Trust | 12.83% | Add +1.7% | 1,155,857 | $88.5M |
| St Germain D J Co. Inc. | 3.44% | Add +17.1% | 1,136,697 | $87.0M |
| Park Avenue Securities LLC | 0.66% | Add +9.1% | 1,110,623 | $85.0M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -6.4% | 1,102,261 | $84.4M |
"% 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.