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

$90.37 -0.65 (-0.71%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$89.82 -0.55 (-0.60%)
As of 05:12 AM 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)
579
Total
Institutional Inflows
(last 12 months)
$7.90B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$1.80B
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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
9/23/2026 QRG Capital Management Inc.18,755$1.65M0.0%+21.9%0.001%
9/23/2026 Envestnet Portfolio Solutions Inc.35,608$3.13M0.0%+15.3%0.002%
9/23/2026 Envestnet Asset Management Inc.22,699,990$1.99B0.3%+12.0%1.183%
9/22/2026 State Street Corp3,842,593$337.69M0.0%-18.0%0.200%
9/18/2026 Security National Bank of Sioux City Iowa IA1,519$133K0.1%N/A0.000%
9/17/2026 Wellington Altus USA Inc.18,692$1.64M1.1%-4.6%0.001%
9/16/2026 HBK Investments L P137,616$12.09M0.1%+14.2%0.008%
9/15/2026 Anchor Investment Management LLC18,039$1.59M0.1%-1.4%0.001%
9/15/2026 Cherry Tree Wealth Management LLC17,880$1.57M0.3%+10.9%0.001%
9/14/2026 Revere Asset Management Inc1,364,681$119.93M46.2%+12.9%0.074%
9/11/2026 Talon Private Wealth LLC105,474$9.27M1.1%-1.4%0.006%
9/9/2026 Tortoise Investment Management LLC190,204$16.72M1.3%-2.7%0.010%
9/9/2026 Tarbox Family Office Inc.6,818$599K0.1%+14.2%0.000%
9/9/2026 Sequoia Financial Advisors LLC526,150$46.24M0.2%+3.4%0.029%
9/9/2026 Tidal Investments LLC4,389,368$385.74M0.7%+12.5%0.238%
9/9/2026 Archford Capital Strategies LLC358,112$31.47M3.2%+114.1%0.019%
9/9/2026 Lunt Capital Management Inc.58,616$5.15M1.9%-0.7%0.003%
9/9/2026 BlueCrest Capital Management Ltd2,622,607$230.48M7.6%N/A0.142%
9/9/2026 Capital Analysts LLC4,003,540$351.83M8.1%+0.7%0.217%
9/9/2026 Capital Advantage Inc.247,625$21.76M2.7%+2.9%0.013%
9/9/2026 NorthRock Partners LLC4,629,596$406.85M6.0%+11.2%0.251%
9/9/2026 Integrated Wealth Concepts LLC1,540,805$135.41M0.8%+6.1%0.084%
9/9/2026 RFG Advisory LLC297,430$26.14M0.4%-23.3%0.016%
9/9/2026 NewEdge Advisors LLC4,406,554$387.25M1.1%+59.9%0.239%
9/9/2026 Cypress Capital Management LLC WY2,990$263K0.2%-4.6%0.000%
9/9/2026 IFP Advisors Inc632,889$55.62M1.0%+17.2%0.034%
9/9/2026 Squarepoint Ops LLC32,669$2.87M0.0%N/A0.002%
9/9/2026 Baird Financial Group Inc.328,764$28.89M0.0%+5.0%0.018%
9/9/2026 One Charles Private Wealth Services LLC3,214$282K0.1%N/A0.000%
9/9/2026 XY Planning Network Inc.120,473$10.59M1.3%+104.6%0.007%
9/8/2026 Allworth Financial LP14,654$1.29M0.0%+16.8%0.001%
9/8/2026 Waverly Advisors LLC513,535$45.13M0.3%-12.5%0.028%
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%
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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%
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%
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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%


SPYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 745 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), NorthRock Partners LLC ($406.85M), and Advance Capital Management Inc. ($403.26M).Learn more on State Street SPDR Portfolio S&P 500 ETF's institutional investors.

Of the 579 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 BlueCrest Capital Management Ltd ($2.62M).

Institutional investors have bought a total of 95,793,952 shares in the last 24 months. This purchase volume represents approximately $7.90B in transactions.

Of the 207 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 23,572,695 shares in the last 24 months. This volume of shares sold represents approximately $1.80B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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