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

$87.67 0.00 (0.00%)
As of 07/2/2026 04:10 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)
433
Total
Institutional Inflows
(last 12 months)
$4.35B
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
7/2/2026 Frisco Financial Planning LLC29,690$2.61M2.0%+15.8%0.002%
7/2/2026 CX Institutional1,512$133K0.0%-19.3%0.000%
6/26/2026WealthPoint Financial LLC88,982$6.81M5.3%+30.8%0.005%
6/24/2026Redwood Investment Management LLC91,814$7.03M0.9%+35.5%0.006%
6/18/2026Western Wealth Management LLC717,248$54.90M2.0%-0.2%0.044%
6/15/2026J. R. Prunier Capital Management LLC3,973$304K0.1%+34.0%0.000%
6/10/2026FAS Wealth Partners Inc.525$40K0.0%-25.6%0.000%
6/9/2026Robinswood Financial LLC1,937$148K0.2%N/A0.000%
6/8/2026Pine Valley Investments Ltd Liability Co145,017$11.10M0.5%+14.3%0.009%
6/4/2026Town Capital LLC22,303$1.71M1.4%+3.8%0.001%
6/4/2026Midwest Financial Network LLC11,423$874K0.7%+84.5%0.001%
6/3/2026Stillwater Private Wealth LLC64,433$4.93M4.2%N/A0.004%
6/3/2026Parallel Advisors LLC69,553$5.32M0.1%+7.8%0.004%
6/3/2026NewEdge Advisors LLC2,755,901$210.94M0.8%+12.0%0.169%
6/2/2026Blue Edge Capital LLC11,305$865K0.1%+28.5%0.001%
6/1/2026First Nebraska Trust Co8,813$675K0.1%N/A0.001%
6/1/2026Financial Solutions Advisory Group Inc.83,054$6.36M0.9%N/A0.005%
6/1/2026Keel Point LLC307,906$23.57M1.6%-0.1%0.019%
5/29/2026Asset Dedication LLC7,225$553K0.0%-15.2%0.000%
5/28/2026Maripau Wealth Management LLC249,970$19.13M8.4%+10.0%0.015%
5/27/2026Allen Capital Group LLC884,189$67.68M6.1%-0.5%0.054%
5/27/2026Security Financial Services INC.685,665$52.48M8.3%+41.3%0.042%
5/27/2026Capasso Planning Partners LLC3,505$268K0.1%+4.5%0.000%
5/26/2026Glenmede Trust Co. NA3,617$277K0.0%+39.5%0.000%
5/26/2026Summit Financial Wealth Advisors LLC32,982$2.52M0.4%+7.5%0.002%
5/22/2026Wellington Grp LLC1,590$122K0.0%-50.2%0.000%
5/22/2026Verus Capital Partners LLC357,549$27.37M1.9%+10.9%0.022%
5/21/2026Raab & Moskowitz Asset Management LLC25,567$1.96M0.4%-1.8%0.002%
5/20/2026Hobbs Group Advisors LLC190,005$14.54M4.3%+0.8%0.012%
5/20/2026SHUTTLEWORTH & Co49,156$3.76M3.4%+3.1%0.003%
5/20/2026Arete Wealth Advisors LLC351,387$26.88M1.6%+17.3%0.022%
5/20/2026Leigh Baldwin & CO. LLC12,539$960K0.6%-8.2%0.001%
5/20/2026Boothe Investment Group Inc.94,563$7.24M2.3%N/A0.006%
5/19/2026Western Wealth Management LLC717,248$54.90M2.0%-0.2%0.044%
5/19/2026GTS Financial LLC343,400$26.28M19.0%N/A0.021%
5/19/2026Sonoma Allocations LLC5,981$463K0.2%+2.9%0.000%
5/19/2026Orographic Financial Advisors LLC14,014$1.07M0.8%N/A0.001%
5/19/2026NewEdge Advisors LLC2,074,082$158.75M3.1%-15.7%0.128%
5/19/2026Bank of America Corp DE36,172,901$2.77B0.2%-32.8%2.224%
5/19/2026Edgestream Partners L.P.6,955$532K0.0%-77.5%0.000%
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5/19/2026Financial Insights Inc.535,431$40.98M13.3%+10.6%0.033%
5/19/2026Janus Henderson Group PLC872,415$66.78M0.0%-6.7%0.054%
5/19/2026Centaurus Financial Inc.112,688$8.63M0.4%-29.2%0.007%
5/19/2026Strategic Investment Advisors MI10,117$774K0.1%+11.2%0.001%
5/19/2026Ashton Thomas Securities LLC487$37K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors271,829$20.81M0.3%+41.8%0.017%
5/19/2026Arete Wealth Advisors LLC351,387$26.88M1.9%+17.3%0.022%
5/18/2026Gould Capital LLC31,731$2.43M1.5%+11.2%0.002%
5/18/2026EverSource Wealth Advisors LLC22,240$1.70M0.1%-4.0%0.001%
5/18/2026Talon Private Wealth LLC106,957$8.19M1.1%N/A0.007%
5/18/2026Core Wealth Advisors Inc.281,336$21.53M5.1%+1.7%0.017%
5/18/2026Royal Bank of Canada3,015,193$230.78M0.0%+60.6%0.185%
5/18/2026Empowered Funds LLC4,238$324K0.0%+87.5%0.000%
5/18/2026Estate Counselors LLC13,814$1.06M0.1%+4.6%0.001%
5/16/2026IMG Wealth Management Inc.55,809$4.27M2.7%+9.7%0.003%
5/16/2026Quantinno Capital Management LP64,751$4.96M0.0%+24.2%0.004%
5/16/2026Copley Financial Group Inc.10,661$816K0.5%-3.5%0.001%
5/15/2026Gateway Wealth Partners LLC695,533$53.24M2.1%+144.3%0.043%
5/15/2026Wealth Watch Advisors INC5,898$451K0.2%+568.7%0.000%
5/15/2026FreeGulliver LLC9,437$722K0.3%-15.2%0.001%
5/15/2026Van Diest Capital LLC3,050$233K0.2%-19.9%0.000%
5/15/2026Bradley Foster & Sargent Inc. CT314,886$24.10M0.4%-0.8%0.019%
5/15/2026Matrix Private Capital Group LLC586$45K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC587,224$44.95M0.3%+1.8%0.036%
5/15/2026Stadion Money Management LLC3,296,538$252.32M25.4%-13.1%0.203%
5/15/2026Wealth Alliance LLC2,928$224K0.0%-33.3%0.000%
5/15/2026Vivaldi Capital Management LP362,979$27.78M3.8%+8.2%0.022%
5/14/2026Renaissance Technologies LLC144,800$11.08M0.0%-26.9%0.009%
5/14/2026Rockbridge Investment Management LCC641,714$49.12M4.4%+18.6%0.039%
5/14/2026Compound Planning Inc.86,854$6.65M0.2%+144.5%0.005%
5/14/2026Modern Wealth Management LLC1,222,286$94.26M1.6%+28.7%0.075%
5/14/2026Bank of Nova Scotia333,410$25.52M0.0%-12.4%0.020%
5/14/2026American Financial Advisors LLC36,919$2.83M0.4%+4.8%0.002%
5/14/2026Sei Investments Co.37,924$2.90M0.0%+47.7%0.002%
5/14/2026Alamar Capital Management LLC16,038$1.23M0.8%N/A0.001%
5/14/2026Lido Advisors LLC426,058$32.61M0.1%-39.2%0.026%
5/13/2026GSG Advisors LLC2,828$216K0.1%N/A0.000%
5/13/2026Wealthspire Retirement LLC453,841$34.74M2.1%+9.7%0.028%
5/13/2026American Investment Services Inc.32,300$2.47M0.6%-2.3%0.002%
5/13/2026Measured Wealth Private Client Group LLC1,331$102K0.0%+105.1%0.000%
5/13/2026NewEdge Wealth LLC45,388$3.47M0.0%+54.1%0.003%
5/13/2026Arvest Bank Trust Division406,051$31.08M1.7%+21.7%0.025%
5/13/2026Alesco Advisors LLC An ESL Co137,485$10.52M0.3%+15.1%0.008%
5/13/2026First Trust Advisors LP48,019$3.68M0.0%+7.1%0.003%
5/12/2026Insight Advisors LLC PA44,722$3.42M0.7%+7.2%0.003%
5/12/2026CacheTech Inc.104,472$8.00M1.5%-1.7%0.006%
5/8/2026PNC Financial Services Group Inc.325,125$24.89M0.0%-1.6%0.020%
5/8/2026Wilkerson Advisory Group LLC1,822$139K0.0%-36.8%0.000%
5/8/2026Madison Asset Management LLC90,180$6.90M0.1%+10.9%0.006%
5/8/2026Summit Global Investments9,251$708K0.0%-43.3%0.001%
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5/8/2026Cutler Investment Counsel LLC145,782$11.16M1.1%+6.0%0.009%
5/8/2026JSF Financial LLC41,050$3.14M0.6%+1.9%0.003%
5/7/2026Legacy Wealth Managment LLC ID859$66K0.0%-22.1%0.000%
5/7/2026Florida Financial Advisors LLC4,533$347K0.1%N/A0.000%
5/7/2026Beta Wealth Group Inc.6,730$515K0.2%-18.1%0.000%
5/7/2026Earned Wealth Advisors LLC803,198$61.48M4.1%+7.4%0.049%
5/7/2026Commonwealth Financial Services LLC91,203$6.98M1.1%+7.9%0.006%
5/7/2026Welch Capital Partners LLC NY119,937$9.18M2.1%-19.1%0.007%
5/7/2026Hollencrest Capital Management132,297$10.13M0.4%-0.9%0.008%
5/7/2026Cornerstone Advisors Asset Management LLC325,418$24.91M3.8%+6.8%0.020%


SPYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 557 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), Greenleaf Trust ($438.34M), Advance Capital Management Inc. ($403.26M), TD Private Client Wealth LLC ($394.48M), Private Advisor Group LLC ($381.70M), GM Advisory Group LLC ($372.12M), and First Command Advisory Services Inc. ($278.50M).Learn more on State Street SPDR Portfolio S&P 500 ETF's institutional investors.

Of the 433 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 55,418,803 shares in the last 24 months. This purchase volume represents approximately $4.35B in transactions.

Of the 138 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), Stadion Money Management LLC ($497.05K), NewEdge Advisors LLC ($386.06K), Lido Advisors LLC ($274.94K), Assetmark Inc. ($180.39K), World Investment Advisors ($158.03K), and Kestra Advisory Services LLC ($75.21K).

Institutional investors have sold a total of 20,365,564 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.



This page (NYSEARCA:SPYM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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