Go Pro
→ Stranded On The Flood Plains of History (From Porter & Company) (Ad)tc pixel Free SPYM Stock Alerts

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
Compare

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
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.

Subscribe Now
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

Export
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
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.


Related Companies

This page (NYSEARCA:SPYM) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Elon’s new "tollbooth"
The SpaceX IPO was valued at $1.75 trillion. But one analyst says fighting over those shares may be the wrong ...
Weiss Ratings | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel