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State Street SPDR Portfolio S&P 500 ETF (SPYM) Institutional Ownership

$86.96 +0.05 (+0.06%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM)

Number of
Institutional Buyers
(last 12 months)
513
Total
Institutional Inflows
(last 12 months)
$4.65B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$1.63B
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SPYM Institutional Buying and Selling by Quarter

State Street SPDR Portfolio S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2026 Merit Financial Group LLC432,820$38.04M0.2%0.0%0.024%
7/18/2026 GRIMES & Co WEALTH MANAGEMENT LLC10,459$919K0.0%-78.9%0.001%
7/18/2026 Baker Tilly Wealth Management LLC12,544$1.10M0.2%+6.3%0.001%
7/18/2026 Merit Financial Group LLC432,820$38.04M0.2%0.0%0.024%
7/17/2026 Farther Finance Advisors LLC607,263$53.37M0.4%+17.9%0.034%
7/17/2026 LifeSteps Financial Inc.1,490$131K0.1%N/A0.000%
7/17/2026 Fifth Third Wealth Advisors LLC10,422$916K0.0%+73.3%0.001%
7/17/2026 Archford Capital Strategies LLC358,112$31.47M3.2%+114.1%0.020%
7/17/2026 Asio Capital LLC15,230$1.34M0.2%+69.0%0.001%
7/17/2026 Ironwood Financial llc5,443$480K0.1%-9.0%0.000%
7/17/2026 Sequoia Financial Advisors LLC526,150$46.24M0.2%+3.4%0.029%
7/17/2026 Forthright Family Wealth Advisory LLC210,002$18.46M10.4%-70.4%0.012%
7/17/2026 Brown Miller Wealth Management LLC87,619$7.70M1.9%+6.5%0.005%
7/17/2026 Northeast Investment Management5,000$439K0.0%N/A0.000%
7/17/2026 Lifelong Wealth Advisors Inc.940,424$82.64M19.4%+17.5%0.052%
7/16/2026 Ledyard National Bank2,360$207K0.0%N/A0.000%
7/16/2026 Acropolis Investment Management LLC9,293$817K0.0%+16.4%0.001%
7/16/2026 McHugh Group LLC52,685$4.63M2.4%+0.3%0.003%
7/16/2026 Higgins & Schmidt Wealth Strategies LLC2,364$208K0.1%-96.9%0.000%
7/16/2026 PFG Advisors464,460$40.82M2.1%+6.4%0.026%
7/16/2026 Hengehold Capital Management LLC66,654$5.86M0.5%+0.9%0.004%
7/16/2026 Certified Advisory Corp4,092$360K0.0%-58.6%0.000%
7/16/2026 Prospera Financial Services Inc8,061$709K0.0%-91.5%0.000%
7/16/2026 Independent Financial Group LLC427,208$37.54M0.7%+9.3%0.024%
7/15/2026 Westwind Capital247,379$21.74M5.2%+4.1%0.014%
7/15/2026 Park National Corp OH7,411$5.46M0.2%N/A0.000%
7/15/2026 Vertex Investment Solutions Co. Ltd.1,800$2.08B1.4%N/A0.000%
7/15/2026 Cliftonlarsonallen Wealth Advisors LLC21,026$1.85M0.0%N/A0.001%
7/15/2026 Mainsail Financial Group LLC4,701$413K0.1%N/A0.000%
7/15/2026 Milestone Asset Management LLC4,740$417K0.1%-5.3%0.000%
7/15/2026 Cassilly Financial Group LLC77,920$6.85M5.0%+61.1%0.004%
7/15/2026 Wealth Enhancement Advisory Services LLC2,618,622$222.06M0.4%+4.8%0.146%
7/15/2026 Quantum Financial Planning Services Inc.584,920$51.40M15.9%+8.4%0.033%
7/15/2026 Salem Investment Counselors Inc.563$49K0.0%N/A0.000%
7/15/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,809$423K0.0%-10.1%0.000%
7/15/2026 Accurate Wealth Management LLC14,016$1.24M0.1%-13.3%0.001%
7/15/2026 Robinswood Financial LLC1,941$171K0.0%-98.7%0.000%
7/15/2026 QRG Capital Management Inc.18,755$1.65M0.0%+21.9%0.001%
7/15/2026 B. Riley Wealth Advisors Inc.5,539$483K0.0%-3.8%0.000%
7/15/2026 Northstar Advisory Group LLC389,347$34.22M10.6%+27.9%0.022%
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7/15/2026 Curbstone Financial Management Corp7,588$667K0.1%+8.4%0.000%
7/14/2026 Smith Asset Management Co. LLC13,001$1.14M0.9%+10.2%0.001%
7/14/2026 CWA Asset Management Group LLC5,311$467K0.0%-4.1%0.000%
7/14/2026 Boothe Investment Group Inc.88,218$7.75M2.4%-6.7%0.005%
7/14/2026 Wall Street Financial Group Inc.15,094$1.33M0.7%+44.4%0.001%
7/14/2026 Drucker Wealth 3.0 LLC7,744$681K0.1%-14.6%0.000%
7/14/2026 Rockwood Wealth Management LLC13,376$1.18M0.1%+14.4%0.001%
7/13/2026 Capital Advantage Inc.247,625$21.76M2.7%+2.9%0.014%
7/13/2026 Financial Solutions Advisory Group Inc.81,802$7.24M0.9%-1.5%0.005%
7/13/2026 Tailwinds Wealth LLC242,040$21.27M12.6%N/A0.013%
7/13/2026 Armstrong Advisory Group Inc.66,850$5.88M0.4%-0.3%0.004%
7/13/2026 Breachway Investments LLC9,888$869K1.3%-39.5%0.001%
7/13/2026 SteelPeak Wealth LLC9,040$794K0.0%-1.3%0.001%
7/13/2026 DAVENPORT & Co LLC158,414$13.92M0.1%+4.8%0.009%
7/13/2026 Perennial Advisors LLC140,225$12.32M1.9%+47.5%0.008%
7/10/2026 Abound Wealth Management120,207$10.56M2.1%+17.6%0.007%
7/10/2026 Investors Research Corp260,841$22.92M4.1%+4.2%0.015%
7/10/2026 Annex Advisory Services LLC38,978$3.43M0.1%+9.5%0.002%
7/10/2026 Accel Wealth Management3,227$284K0.1%N/A0.000%
7/10/2026 Butensky & Cohen Financial Security Inc.30,898$2.72M0.7%-1.5%0.002%
7/10/2026 Leverty Financial Group LLC5,266$463K0.1%-7.8%0.000%
7/10/2026 GenWealth Group Inc.170,111$14.95M2.3%-1.2%0.010%
7/10/2026 Dagco Inc.3,863$339K0.1%+7.6%0.000%
7/10/2026 Canvas Wealth Advisors LLC5,307$466K0.1%-3.5%0.000%
7/10/2026 William Mack & Associates Inc.9,423$828K0.3%+64.5%0.001%
7/10/2026 Fiduciary Financial Group LLC12,537$1.10M0.1%-3.8%0.001%
7/10/2026 G&S Capital LLC13,493$1.19M0.3%+11.5%0.001%
7/10/2026 Ocean Park Asset Management LLC1,989,605$174.85M8.4%-3.9%0.111%
7/10/2026 Clarus Wealth Advisors116,667$10.23M3.9%-0.6%0.007%
7/10/2026 KWB Wealth1,720,975$151.24M12.9%+55.6%0.096%
7/10/2026 Highland Financial Advisors LLC528,512$46.45M10.2%-3.6%0.030%
7/10/2026 SMI Advisory Services LLC4,118$364K0.1%+8.9%0.000%
7/10/2026 Fulcrum Equity Management28,313$2.49M1.8%+50.7%0.002%
7/10/2026 KMG Fiduciary Partners LLC367,274$32.28M3.0%-12.0%0.021%
7/10/2026 Fulton Bank N.A.4,626$407K0.0%+39.4%0.000%
7/10/2026 Wealthcare Advisory Partners LLC4,391,034$385.88M7.3%-3.4%0.245%
7/10/2026 Paladin Wealth LLC174,264$15.31M8.9%+12.3%0.010%
7/10/2026 FFG Retirement Advisors LLC115,034$10.11M5.4%+25.1%0.006%
7/9/2026 Defender Capital LLC.7,200$633K0.2%N/A0.000%
7/9/2026 Key Client Fiduciary Advisors LLC39,644$3.48M1.0%+15.9%0.002%
7/9/2026 Matrix Trust Co13,571$1.19M0.2%N/A0.001%
7/9/2026 Wealthcare Capital Partners LLC150,263$13.21M5.5%+0.1%0.008%
7/9/2026 Fortitude Financial LLC188,087$16.53M14.9%-11.2%0.011%
7/9/2026 Ferguson Shapiro LLC231,595$20.35M6.0%-9.5%0.013%
7/9/2026 Shira Ridge Wealth Management9,075$798K0.3%+31.2%0.001%
7/9/2026 World Equity Group Inc.37,691$3.31M0.7%+193.9%0.002%
7/9/2026 Professional Financial Advisors LLC14,370$1.26M0.2%+2.3%0.001%
7/9/2026 Next Level Private LLC2,537$223K0.0%N/A0.000%
7/9/2026 Focus Financial Network Inc.278,605$24.48M0.8%+30.7%0.016%
7/9/2026 Wealthcare Capital Management LLC106,384$9.35M0.9%+1.6%0.006%
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7/9/2026 IFC & Insurance Marketing Inc.36,487$3.21M2.8%-1.9%0.002%
7/9/2026 StoneCrest Wealth Management Inc.117,314$10.31M3.3%-8.3%0.007%
7/9/2026 Deane Retirement Strategies Inc.4,723$415K0.2%-9.6%0.000%
7/9/2026 HF Advisory Group LLC52,889$4.65M1.4%+0.8%0.003%
7/9/2026 Roan Capital Partners74,351$6.53M5.4%+48.7%0.004%
7/9/2026 Sax Wealth Advisors LLC13,956$1.23M0.0%-1.5%0.001%
7/9/2026 Chemistry Wealth Management LLC10,607$932K0.1%-4.4%0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC390,890$34.35M6.5%N/A0.022%
7/9/2026 Windsor Capital Management LLC222,838$19.58M5.1%-3.6%0.013%
7/9/2026 Legacy Wealth Management LLC MS302,964$26.63M6.8%+69.7%0.017%


SPYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 666 institutional investors and hedge funds held shares of State Street SPDR Portfolio S&P 500 ETF. The most heavily invested institutionals were Bank of America Corp DE ($2.77B), Vertex Investment Solutions Co. Ltd. ($2.08B), Greenleaf Trust ($438.34M), Advance Capital Management Inc. ($403.26M), TD Private Client Wealth LLC ($394.48M), Gradient Investments LLC ($393.25M), and Wealthcare Advisory Partners LLC ($385.88M).Learn more on State Street SPDR Portfolio S&P 500 ETF's institutional investors.

Of the 513 institutional investors that purchased State Street SPDR Portfolio S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Greenleaf Trust ($5.46M), Advance Capital Management Inc. ($5.27M), TD Private Client Wealth LLC ($4.92M), GM Advisory Group LLC ($4.86M), First Command Advisory Services Inc. ($3.47M), Spinnaker Trust ($2.27M), and 49 Wealth Management LLC ($2.00M).

Institutional investors have bought a total of 58,771,757 shares in the last 24 months. This purchase volume represents approximately $4.65B in transactions.

Of the 183 institutional investors that sold State Street SPDR Portfolio S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($17.67M), Forthright Family Wealth Advisory LLC ($498.57K), Stadion Money Management LLC ($497.05K), NewEdge Advisors LLC ($386.06K), Lido Advisors LLC ($274.94K), Assetmark Inc. ($180.39K), and World Investment Advisors ($158.03K).

Institutional investors have sold a total of 21,690,527 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


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This page (NYSEARCA:SPYM) was last updated on 7/25/2026 by MarketBeat.com Staff.
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