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

$90.84 +0.26 (+0.29%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM)

Number of
Institutional Buyers
(last 12 months)
629
Total
Institutional Inflows
(last 12 months)
$8.63B
Number of
Institutional Sellers
(last 12 months)
234
Total
Institutional Outflows
(last 12 months)
$1.81B
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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
10/15/2026Retirement Planning Co of New England Inc.16,112$1.45M0.5%+2.6%0.001%
10/15/2026Mystic Asset Management Inc.5,915$531K0.1%+15.5%0.000%
10/15/2026WealthPLAN Partners LLC106,946$9.60M1.7%+0.4%0.005%
10/15/2026RDA Financial Network50,264$4.51M1.0%-0.6%0.003%
10/15/2026PFG Private Wealth Management LLC6,021$540K0.2%-3.8%0.000%
10/15/2026Summit Financial Wealth Advisors LLC36,424$3.27M0.4%+2.0%0.002%
10/15/2026Curated Wealth Partners LLC2,546$229K0.0%N/A0.000%
10/15/2026WealthPlan Investment Management LLC18,180$1.63M0.1%-1.0%0.001%
10/15/2026SBE LLC DBA Cedar Cove Wealth Partners188,516$16.92M8.0%-4.0%0.010%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,068,711$275.45M13.6%+7.7%0.157%
10/15/2026Nvwm LLC92,553$8.31M1.6%+16.6%0.005%
10/15/2026Orgel Wealth Management LLC20,040$1.80M0.0%+1.5%0.001%
10/15/2026Kellett Wealth Advisors LLC268,562$24.11M9.5%N/A0.014%
10/15/2026HBW Advisory Services LLC7,988$717K0.1%+3.3%0.000%
10/15/2026Truefg LLC74,056$6.65M1.5%+0.6%0.004%
10/15/2026B.A. Schrock Wealth Management Inc.3,201$288K0.1%N/A0.000%
10/15/2026Ashurst Perkins Coie Trust Co288$26K0.0%N/A0.000%
10/15/2026Mather Group LLC.55,889$5.02M0.0%N/A0.003%
10/15/2026West Wealth Group LLC1,072,809$96.30M10.2%+6.6%0.055%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC21,993$1.97M0.0%N/A0.001%
10/15/2026Fortitude Family Office LLC35,683$3.20M0.5%-2.2%0.002%
10/15/2026Harbor Group Inc.71,176$6.39M0.8%+31.6%0.004%
10/15/2026Alliance Wealth Advisors LLC2,366$212K0.1%N/A0.000%
10/14/2026Western Financial Corp CA8,095$727K0.2%+7.0%0.000%
10/14/2026Financial Planning Navigators CORP35,131$3.15M1.2%+10.1%0.002%
10/14/2026Mezzasalma Advisors LLC38,156$3.43M0.7%+41.9%0.002%
10/14/2026Tempus Wealth Planning LLC125,350$11.25M2.2%+25.3%0.006%
10/14/2026Triumph Capital Management40,449$3.63M0.6%+7.5%0.002%
10/14/2026SFM LLC d b a Sweeney Financial Advisors22,037$1.98M1.0%-13.3%0.001%
10/14/2026Investment Planning Advisors Inc.630,403$56.59M12.7%+4.2%0.032%
10/14/2026Nicollet Investment Management Inc.5,503$494K0.1%+139.3%0.000%
10/14/2026Aspen Wealth Management LLC27,231$2.44M0.4%+0.5%0.001%
10/14/2026Firethorn Wealth Partners LLC107,813$9.68M3.1%+3.8%0.006%
10/14/2026Focus Financial Network Inc.275,757$24.75M0.7%-1.0%0.014%
10/14/2026Stone Summit Wealth LLC186,269$16.72M4.6%+14.8%0.010%
10/14/2026XY Planning Network Inc.130,578$11.72M1.3%+8.4%0.007%
10/14/2026Shotwell Rutter Baer Inc3,503$314K0.2%+7.8%0.000%
10/14/2026Red Crane Wealth Management LLC27,460$2.47M1.7%+1.8%0.001%
10/14/2026KMG Fiduciary Partners LLC315,606$28.33M2.6%-14.1%0.016%
10/14/2026Signal Advisors Wealth LLC1,544,029$138.59M6.1%+12.0%0.079%
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10/14/20264WEALTH Advisors Inc.14,508$1.31M0.9%+4.0%0.001%
10/14/2026Vestment Financial LLC65,134$5.84M2.6%-0.4%0.003%
10/14/2026Krilogy Financial LLC4,109$376K0.0%N/A0.000%
10/14/2026Trinity Wealth Management LLC108,686$9.76M3.1%+6.1%0.006%
10/13/2026Forvis Mazars Wealth Advisors LLC4,985$447K0.0%N/A0.000%
10/13/2026Courier Capital LLC73,538$6.60M1.2%N/A0.004%
10/13/2026Accel Wealth Management3,348$300K0.1%+3.7%0.000%
10/13/2026Downshift Financial LLC66,393$5.96M2.6%+1.4%0.003%
10/13/2026Lincoln Capital Corp287,826$25.84M8.5%+9.2%0.015%
10/13/2026Financial Futures Ltd Liability Co.173,612$15.58M5.8%+1.2%0.009%
10/13/2026Asset Allocation & Management Company LLC36,130$3.24M1.0%N/A0.002%
10/13/2026PCA Investment Advisory Services Inc.13,336$1.20M0.3%+2.8%0.001%
10/13/2026Sax Wealth Advisors LLC58,341$5.24M0.1%+318.0%0.003%
10/13/2026Fragasso Financial Advisors Inc442,931$40.59M2.0%+1.3%0.023%
10/13/2026Stegent Equity Advisors Inc.21,613$1.94M1.6%-16.6%0.001%
10/13/2026Fermata Advisors LLC38,908$3.49M0.7%+77.2%0.002%
10/13/2026Moulton Wealth Management Inc.177,700$15.98M10.8%-14.5%0.009%
10/13/2026Avior Wealth Management LLC11,060$993K0.0%-2.0%0.001%
10/13/2026Midwest Financial Network LLC37,218$3.34M2.4%+13.7%0.002%
10/13/2026Consolidated Capital Management LLC8,977$806K0.2%-1.6%0.000%
10/10/2026HF Advisory Group LLC53,772$4.83M1.1%+1.7%0.003%
10/10/2026Councilor Wealth LLC5,729$514K0.2%-2.5%0.000%
10/10/2026Roan Capital Partners83,103$7.46M5.5%+11.8%0.004%
10/10/2026Montz Harcus Wealth Management LLC462,330$41.50M16.1%+1.8%0.024%
10/10/2026Armstrong Advisory Group Inc.66,728$5.99M0.4%-0.2%0.003%
10/10/2026Castleview Partners LLC7,500$673K0.3%+11.7%0.000%
10/9/2026CogentBlue Wealth Advisors LLC2,625$236K0.2%-6.1%0.000%
10/9/2026Sound Income Strategies LLC28,928$2.63M0.1%-15.0%0.001%
10/9/2026GK Wealth Management LLC14,495$1.30M0.7%-31.0%0.001%
10/9/2026Balefire LLC239,532$21.50M3.4%+35.2%0.012%
10/9/2026Thryve Wealth Management LLC388,769$34.90M19.5%+2.4%0.020%
10/9/2026Wedmont Private Capital8,767$798K0.0%+7.9%0.000%
10/9/2026Delta Wealth Advisors LLC12,291$1.10M0.8%+4.1%0.001%
10/9/2026Athena Wealth Management LLC12,044$1.08M0.8%-1.6%0.001%
10/9/2026Inspirion Wealth Advisors LLC4,375$393K0.0%-2.7%0.000%
10/9/2026Eclectic Associates Inc. ADV3,346$300K0.0%N/A0.000%
10/9/2026Market Street Wealth Management Advisors LLC515,117$46.24M6.7%-1.9%0.026%
10/9/2026Emergent Wealth Advisors LLC42,364$3.80M1.9%-18.3%0.002%
10/9/2026Green Ridge Wealth Planning LLC2,780$250K0.1%-18.9%0.000%
10/9/2026Acropolis Investment Management LLC7,985$717K0.0%N/A0.000%
10/9/2026First Heartland Consultants Inc.701,619$62.98M4.2%N/A0.036%
10/9/2026GAMMA Investing LLC1,537$138K0.0%+17.8%0.000%
10/9/2026Galvin Gaustad & Stein LLC168,178$15.10M1.1%+144.3%0.009%
10/8/2026Financial Enhancement Group LLC620,582$56.76M6.6%-0.3%0.032%
10/8/2026Farther Finance Advisors LLC902,351$81.00M0.6%+48.6%0.046%
10/8/2026Westwind Capital240,135$21.56M5.2%-2.9%0.012%
10/8/2026CoreCap Advisors LLC236,247$21.21M0.6%+4.4%0.012%
10/8/2026Apeiron RIA LLC127,546$11.47M2.6%+23.3%0.007%
10/8/2026YHB Investment Advisors Inc.59,013$5.30M0.3%N/A0.003%
10/8/2026Titleist Asset Management LLC83,336$7.48M0.5%+61.8%0.004%
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10/8/2026Apella Capital LLC37,837$3.46M0.0%-11.7%0.002%
10/8/2026Everhart Financial Group Inc.2,451$220K0.0%-15.8%0.000%
10/8/2026Gradient Investments LLC4,535,435$407.10M5.8%N/A0.232%
10/8/2026Avidian Wealth Enterprises LLC862,435$77.41M2.2%N/A0.044%
10/8/2026Leverty Financial Group LLC5,391$484K0.1%+2.4%0.000%
10/8/2026Plan A Wealth LLC3,571$321K0.1%-13.8%0.000%
10/8/2026Peterson Wealth Advisors LLC2,542,472$228.21M26.5%+3.4%0.130%
10/8/2026Toth Financial Advisory Corp1,431$128K0.0%N/A0.000%
10/8/2026Buska Wealth Management LLC5,711$513K0.2%+15.7%0.000%
10/8/2026Ayalon Insurance Comp Ltd.13,500$1.21M0.1%-13.8%0.001%


SPYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 801 institutional investors and hedge funds held shares of State Street SPDR Portfolio S&P 500 ETF. The most heavily invested institutionals were Allianz Asset Management GmbH ($4.06B), Bank of America Corp DE ($2.77B), Vertex Investment Solutions Co. Ltd. ($2.08B), Envestnet Asset Management Inc. ($1.99B), Greenleaf Trust ($438.34M), Gradient Investments LLC ($407.10M), and NorthRock Partners LLC ($406.85M).Learn more on State Street SPDR Portfolio S&P 500 ETF's institutional investors.

Of the 629 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: Allianz Asset Management GmbH ($26.38M), Greenleaf Trust ($5.46M), Advance Capital Management Inc. ($5.27M), TD Private Client Wealth LLC ($4.92M), GM Advisory Group LLC ($4.86M), Gradient Investments LLC ($4.81M), and First Command Advisory Services Inc. ($3.47M).

Institutional investors have bought a total of 103,933,798 shares in the last 24 months. This purchase volume represents approximately $8.63B in transactions.

Of the 234 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), State Street Corp ($843.19K), Forthright Family Wealth Advisory LLC ($498.57K), Stadion Money Management LLC ($497.05K), Jackson Wealth Management LLC ($493.96K), NewEdge Advisors LLC ($386.06K), and Lido Advisors LLC ($274.94K).

Institutional investors have sold a total of 23,738,611 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPYM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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