Go Pro

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

$91.37 -0.19 (-0.21%)
As of 02:47 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
518
Total
Institutional Inflows
(last 12 months)
$4.66B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$1.63B
Get SPYM Insider Trade Alerts

Want to know when executives and insiders are buying or selling State Street SPDR Portfolio S&P 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SPYM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2026Cullen Capital Management LLC22,099$2.03M0.0%N/A0.001%
8/13/2026Patient Capital Management LLC1,060$792K0.0%N/A0.000%
8/13/2026Capital Square LLC8,041$496K0.2%N/A0.000%
8/12/2026 Compass Financial Management LLC1,128$29K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC55,831$5.01M0.6%N/A0.003%
8/12/2026 Compass Financial Management LLC98,892$11.91M1.4%N/A0.005%
8/10/2026 Sound Financial Strategies Group LLC354$264K0.2%N/A0.000%
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 Wealth Management LLC.5,443$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%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
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%
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%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
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%
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%


SPYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 671 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 518 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 58,959,162 shares in the last 24 months. This purchase volume represents approximately $4.66B 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.



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 8/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners