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

$91.01 +0.94 (+1.04%)
As of 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)
561
Total
Institutional Inflows
(last 12 months)
$7.16B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$1.71B
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group2,975$261K0.0%N/A0.000%
9/2/2026 Range Advisory LLC38,788$3.41M0.4%+65.5%0.002%
9/2/2026 Allianz Asset Management GmbH46,223,571$4.06B2.4%+133.0%2.508%
9/2/2026 Brown Lisle Cummings Inc.3,255$286K0.1%N/A0.000%
8/27/2026 Corient Private Wealth LP145,061$12.75M0.0%-38.1%0.008%
8/26/2026 HORAN Wealth LLC31,039$2.73M0.3%+12.3%0.002%
8/26/2026 Principia Wealth Advisory LLC871$77K0.0%+48.4%0.000%
8/26/2026 Schulz Wealth LTD.4,127$363K0.2%N/A0.000%
8/26/2026 Brown Financial Advisors210,791$18.52M6.4%+1.2%0.011%
8/25/2026 Kirkwood Financial Services3,346$294K0.1%N/A0.000%
8/25/2026 Kingsbury Capital Investment Advisors LLC61,881$5.44M4.6%-29.7%0.003%
8/25/2026 Financial Insights Inc.542,614$47.69M12.9%+1.3%0.029%
8/24/2026 Strategic Financial Services Inc.2,365$208K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC95,483$8.39M0.2%+109.8%0.005%
8/23/2026 Guardian Wealth Advisors LLC NC112,634$9.90M0.6%+2.4%0.006%
8/23/2026 Kintra Wealth LLC6,087$557K0.0%N/A0.000%
8/23/2026 Morling Financial Advisors LLC108,424$9.53M2.6%-1.2%0.006%
8/23/2026 PCG Wealth Advisors LLC93,290$8.20M1.8%-8.3%0.005%
8/23/2026 POM Investment Strategies LLC11,432$1.01M1.1%+1.8%0.001%
8/23/2026 SFG Wealth Management LLC.526,644$46.28M16.6%+11.0%0.029%
8/23/2026 HB Wealth Management LLC6,981$614K0.0%+28.6%0.000%
8/23/2026 Hutchens & Kramer Investment Management Group LLC21,750$1.91M0.5%+28.8%0.001%
8/23/2026 Asset Allocation Strategies LLC577,339$50.74M7.6%+31.1%0.031%
8/23/2026 Semitam Bonam LLC54,270$4.77M3.5%+1.9%0.003%
8/22/2026 Compass Financial Management LLC55,831$5.01M0.6%N/A0.003%
8/22/2026 SeedSafe Financial LLC172,714$15.17M10.7%N/A0.009%
8/22/2026 Montgomery Financial Services LLC12,313$1.08M0.9%N/A0.001%
8/22/2026 Highland Investment Advisors LLC327$29K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC1,466$129K0.2%N/A0.000%
8/22/2026 TOP Private Wealth LLC.209,007$18.37M17.6%N/A0.011%
8/22/2026 Invested Advisors21,724$1.91M1.7%-9.6%0.001%
8/22/2026 Hopwood Nicholas Hunter199,881$17.57M4.8%N/A0.011%
8/22/2026 Aureum Wealth Management LLC62,044$5.45M3.4%+3.4%0.003%
8/22/2026 Elevation Wealth Management LLC35,632$3.13M2.4%+7.1%0.002%
8/22/2026 Plan A Wealth LLC4,145$364K0.2%-12.8%0.000%
8/22/2026 BAM Wealth Management LLC6,773$595K0.4%N/A0.000%
8/22/2026 Cornerstone Advisors Asset Management LLC319,169$28.05M3.7%-1.9%0.017%
8/22/2026 Three Seasons Wealth LLC9,273$815K0.1%+5.6%0.001%
8/22/2026 SMART Wealth LLC44,687$3.93M0.9%+42.3%0.002%
8/22/2026 Lord & Richards Wealth Management LLC209,830$18.44M14.4%+4.1%0.011%
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8/22/2026 Copley Financial Group Inc.8,642$759K0.4%-18.9%0.000%
8/22/2026 ZEGA Investments LLC24,357$2.14M0.2%+23.5%0.001%
8/22/2026 TD Waterhouse Canada Inc.12,075$1.06M0.0%+5.9%0.001%
8/22/2026 United Community Bank500$44K0.0%-32.2%0.000%
8/22/2026 Kickstand Ventures LLC.611,308$53.72M9.8%-26.2%0.033%
8/22/2026 Lakeshore Financial Planning Inc.3,426$301K0.1%+26.3%0.000%
8/22/2026 Concurrent Investment Advisors LLC543,456$47.76M0.4%+7.5%0.029%
8/21/2026 Integrity Financial Corp WA330$29K0.0%N/A0.000%
8/21/2026 Montz Harcus Wealth Management LLC454,084$39.91M13.1%+0.9%0.025%
8/21/2026 WorthPointe LLC121,212$10.65M2.6%+6.9%0.007%
8/21/2026 Beacon Capital Management LLC394,381$34.66M5.1%+2,670.5%0.021%
8/21/2026 Continuum Advisory LLC76,643$6.74M0.5%+0.6%0.004%
8/21/2026 Orion Capital Management LLC27,856$2.45M0.8%+209.3%0.002%
8/21/2026 Alamar Capital Management LLC15,700$1.38M0.7%-2.1%0.001%
8/21/2026 Buttonwood Financial Group LLC261,338$22.97M13.3%+19.4%0.014%
8/21/2026 Robbins Farley1,717$151K0.1%N/A0.000%
8/21/2026 Coppell Advisory Solutions LLC583,394$51.27M9.7%N/A0.032%
8/21/2026 Emergent Wealth Advisors LLC51,856$4.58M2.4%+0.8%0.003%
8/21/2026 PFG Private Wealth Management LLC6,260$550K0.2%-15.2%0.000%
8/21/2026 SkyOak Wealth LLC189,822$16.68M2.7%-0.8%0.010%
8/21/2026 Beacon Financial Advisory LLC80,329$7.06M1.4%+36.0%0.004%
8/21/2026 Tsfg LLC1,816$160K0.0%+2,321.3%0.000%
8/21/2026 Sound Financial Strategies Group LLC10,279$903K0.6%N/A0.001%
8/21/2026 Symphony Financial Ltd. Co.3,128$274K0.0%N/A0.000%
8/21/2026 Secure Asset Management LLC43,824$3.85M0.6%+108.4%0.002%
8/21/2026 Clarus Wealth Advisors116,667$10.23M3.7%-0.6%0.006%
8/21/2026 Retirement Income Solutions Inc.1,849,918$162.57M26.0%-0.5%0.100%
8/21/2026 Luken Investment Analytics LLC240,226$21.11M7.2%-2.3%0.013%
8/21/2026 Acorn Wealth Advisors LLC25,695$2.26M0.5%+15.2%0.001%
8/21/2026 Triumph Capital Management37,615$3.31M0.6%+11.3%0.002%
8/20/2026 Nwam LLC89,885$7.90M0.4%+11.3%0.005%
8/20/2026 Jackson Wealth Management LLC44,742$3.93M2.3%-91.7%0.002%
8/20/2026 Rehmann Capital Advisory Group293,692$25.79M1.1%+8.4%0.016%
8/20/2026 Orgel Wealth Management LLC19,735$1.73M0.0%+62.0%0.001%
8/17/2026 Blue Edge Capital LLC25,911$2.28M0.3%N/A0.001%
8/15/2026 First Bancorp Inc ME2,714$2.03M0.8%N/A0.000%
8/13/2026 Patient Capital Management LLC1,060$792K0.0%N/A0.000%
8/12/2026 Compass Financial Management LLC55,831$5.01M0.6%N/A0.003%
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%
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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%


SPYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 722 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), Greenleaf Trust ($438.34M), Advance Capital Management Inc. ($403.26M), TD Private Client Wealth LLC ($394.48M), and Gradient Investments LLC ($393.25M).Learn more on State Street SPDR Portfolio S&P 500 ETF's institutional investors.

Of the 561 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), First Command Advisory Services Inc. ($3.47M), and Spinnaker Trust ($2.27M).

Institutional investors have bought a total of 87,414,769 shares in the last 24 months. This purchase volume represents approximately $7.16B in transactions.

Of the 198 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), Jackson Wealth Management LLC ($493.96K), NewEdge Advisors LLC ($386.06K), Lido Advisors LLC ($274.94K), and Kickstand Ventures LLC. ($216.94K).

Institutional investors have sold a total of 22,556,850 shares in the last 24 months. This volume of shares sold represents approximately $1.71B 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 9/2/2026. New 13F filings are added each quarter as they're published.
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