SPYM State Street SPDR Portfolio S&P 500 ETF
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Institutional owners (13F) 1,826 filers · $83.4B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 174 (+23 vs prior Q) | 48 (-47 vs prior Q) | 848 (+47 vs prior Q) | 471 (0 vs prior Q) | +174.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $14,563,459,866 | 169,816,463 | 17.45% | Shares |
| USS Investment Management Ltd | $5,832,752,690 | 66,398,232 | 6.99% | Shares |
| LPL Financial LLC | $5,567,691,191 | 63,355,614 | 6.67% | Shares |
| Allianz Asset Management GmbH | $4,062,127,419 | 46,223,571 | 4.87% | Shares |
| BANK OF AMERICA CORP /DE/ | $3,897,803,771 | 44,353,707 | 4.67% | Shares |
| Kedalion Capital Management LLP | $3,087,224,400 | 35,130,000 | 3.70% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,994,876,658 | 22,699,990 | 2.39% | Shares |
| Walleye Capital LLC | $1,802,338,917 | 20,509,091 | 2.16% | Shares |
| OSSIAM | $1,033,574,959 | 11,761,208 | 1.24% | Shares |
| MKP Capital Management, L.L.C. | $1,023,837,152 | 11,650,400 | 1.23% | Shares |
| GOLDMAN SACHS GROUP INC | $960,339,985 | 10,927,856 | 1.15% | Shares |
| Invesco Ltd. | $929,096,976 | 10,572,337 | 1.11% | Shares |
| OneDigital Investment Advisors LLC | $905,998,411 | 10,309,495 | 1.09% | Shares |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $877,906,436 | 9,989,832 | 1.05% | Shares |
| CWM, LLC | $861,460,300 | 11,255,034 | 1.03% | Shares |
| National Mutual Insurance Federation of Agricultural Cooperatives | $838,023,680 | 9,536,000 | 1.00% | Shares |
| Clark Capital Management Group, Inc. | $666,812,363 | 7,587,760 | 0.80% | Shares |
| OSAIC HOLDINGS, INC. | $639,899,753 | 7,280,757 | 0.77% | Shares |
| GREENLEAF TRUST | $614,300,182 | 6,990,216 | 0.74% | Shares |
| 1900 WEALTH MANAGEMENT LLC | $531,201,518 | 6,044,624 | 0.64% | Shares |
| TIG Advisors, LLC | $525,551,939 | 5,976,701 | 0.63% | Shares |
| Private Advisor Group, LLC | $523,455,199 | 5,956,478 | 0.63% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $515,015,754 | 5,860,444 | 0.62% | Shares |
| Wealthspire Advisors, LLC | $509,639,495 | 5,799,266 | 0.61% | Shares |
| Advocacy Wealth Management, LLC | $507,564,785 | 5,775,658 | 0.61% | Shares |
| TD PRIVATE CLIENT WEALTH LLC | $484,118,759 | 5,508,862 | 0.58% | Shares |
| Cetera Investment Advisers | $459,028,533 | 5,223,357 | 0.55% | Shares |
| Advance Capital Management, Inc. | $453,825,498 | 5,164,150 | 0.54% | Shares |
| Composition Wealth, LLC | $447,345,099 | 5,090,408 | 0.54% | Shares |
| Financial Engines Advisors L.L.C. | $440,289,013 | 5,010,116 | 0.53% | Shares |
| First Command Advisory Services, Inc. | $433,621,812 | 4,934,249 | 0.52% | Shares |
| Aptus Capital Advisors, LLC | $432,131,094 | 4,917,286 | 0.52% | Shares |
| HighTower Advisors, LLC | $417,694,018 | 4,753,004 | 0.50% | Shares |
| NATIXIS | $409,903,030 | 4,671,792 | 0.49% | Shares |
| NorthRock Partners, LLC | $406,848,860 | 4,629,596 | 0.49% | Shares |
| Gradient Investments LLC | $393,245,815 | 4,474,804 | 0.47% | Shares |
| NewEdge Advisors, LLC | $387,247,903 | 4,406,554 | 0.46% | Shares |
| Wealthcare Advisory Partners LLC | $385,884,091 | 4,391,034 | 0.46% | Shares |
| GM Advisory Group, Inc. | $372,121,462 | 4,861,791 | 0.45% | Shares |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $341,568,469 | 3,886,760 | 0.41% | Shares |
| STATE STREET CORP | $337,687,073 | 3,842,593 | 0.40% | Shares |
| Norinchukin Bank, The | $308,570,408 | 3,511,270 | 0.37% | Shares |
| Mirae Asset Global Investments Co., Ltd. | $304,197,587 | 3,461,511 | 0.36% | Shares |
| Cerity Partners LLC | $296,143,119 | 3,369,857 | 0.35% | Shares |
| NICOLET ADVISORY SERVICES, LLC | $295,338,372 | 3,610,494 | 0.35% | Shares |
| ASSETMARK, INC | $277,992,937 | 3,163,324 | 0.33% | Shares |
| SCS Capital Management LLC | $276,479,047 | 3,146,097 | 0.33% | Shares |
| Stadion Money Management, LLC | $273,836,013 | 3,116,022 | 0.33% | Shares |
| MML INVESTORS SERVICES, LLC | $269,678,671 | 3,068,715 | 0.32% | Shares |
| Larson Financial Group LLC | $264,561,573 | 3,010,487 | 0.32% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $250,502,107 | 2,850,502 | 0.30% | Shares |
| Global Retirement Partners, LLC | $231,328,479 | 2,632,322 | 0.28% | Shares |
| BlueCrest Capital Management Ltd | $230,474,703 | 2,622,607 | 0.28% | Shares |
| Klaas Financial Asset Advisors, LLC | $225,050,183 | 2,560,881 | 0.27% | Shares |
| Integrated Wealth Concepts LLC | $224,538,259 | 2,555,063 | 0.27% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $222,059,820 | 2,618,622 | 0.27% | Shares |
| UBS Group AG | $219,374,229 | 2,496,293 | 0.26% | Shares |
| Peterson Wealth Advisors, LLC | $216,069,957 | 2,458,693 | 0.26% | Shares |
| SPINNAKER TRUST | $203,240,959 | 2,312,710 | 0.24% | Shares |
| VICUS CAPITAL | $201,868,483 | 2,297,092 | 0.24% | Shares |
| RAYMOND JAMES FINANCIAL INC | $176,757,409 | 2,011,350 | 0.21% | Shares |
| RiverFront Investment Group, LLC | $168,111,490 | 1,912,966 | 0.20% | Shares |
| AlphaStar Capital Management, LLC | $162,953,287 | 1,854,270 | 0.20% | Shares |
| Tennessee Valley Asset Management Partners | $160,484,377 | 1,826,177 | 0.19% | Shares |
| Sand Hill Global Advisors, LLC | $159,245,919 | 1,812,084 | 0.19% | Shares |
| Wright Fund Managment, LLC | $158,468,569 | 2,070,402 | 0.19% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $145,802,281 | 1,659,104 | 0.17% | Shares |
| RETIREMENT INCOME SOLUTIONS, INC | $141,592,724 | 1,849,918 | 0.17% | Shares |
| INTACT INVESTMENT MANAGEMENT INC. | $139,660,302 | 1,589,216 | 0.17% | Shares |
| CFS Investment Advisory Services, LLC | $130,649,670 | 1,490,244 | 0.16% | Shares |
| 3EDGE Asset Management, LP | $129,841,382 | 1,477,485 | 0.16% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $128,920,457 | 1,467,006 | 0.15% | Shares |
| Stratos Wealth Partners, LTD. | $128,747,709 | 1,465,039 | 0.15% | Shares |
| UNIVEST FINANCIAL Corp | $127,464,348 | 1,450,436 | 0.15% | Shares |
| Signal Advisors Wealth, LLC | $121,130,188 | 1,378,359 | 0.15% | Shares |
| Good Life Advisors, LLC | $119,920,531 | 1,649,753 | 0.14% | Shares |
| Kestra Advisory Services, LLC | $115,994,025 | 1,319,914 | 0.14% | Shares |
| INTEGRITY ALLIANCE, LLC. | $114,740,576 | 1,305,650 | 0.14% | Shares |
| LVW Advisors, LLC | $109,111,527 | 1,241,597 | 0.13% | Shares |
| Vertex Planning Partners, LLC | $108,494,218 | 1,234,572 | 0.13% | Shares |
| ST GERMAIN D J CO INC | $105,724,499 | 1,203,055 | 0.13% | Shares |
| Crews Bank & Trust | $104,210,740 | 1,185,830 | 0.12% | Shares |
| Brown Financial Advisory | $101,235,544 | 1,151,975 | 0.12% | Shares |
| Empower Advisory Group, LLC | $101,219,920 | 1,151,797 | 0.12% | Shares |
| One Day In July LLC | $100,900,075 | 1,148,157 | 0.12% | Shares |
| Detalus Advisors, LLC | $98,280,884 | 1,118,353 | 0.12% | Shares |
| Marks Group Wealth Management, Inc | $98,136,826 | 1,116,714 | 0.12% | Shares |
| Sterling Group Wealth Management, LLC | $96,081,714 | 1,093,329 | 0.12% | Shares |
| Physician Wealth Advisors, Inc. | $94,022,695 | 1,069,899 | 0.11% | Shares |
| WCG Wealth Advisors LLC | $93,960,653 | 1,069,193 | 0.11% | Shares |
| Revere Asset Management, Inc | $92,547,779 | 1,209,143 | 0.11% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $91,501,121 | 1,041,206 | 0.11% | Shares |
| Austin Private Wealth, LLC | $90,961,156 | 1,133,896 | 0.11% | Shares |
| TWO SIGMA INVESTMENTS, LP | $90,103,364 | 1,025,300 | 0.11% | Shares |
| World Investment Advisors | $89,838,882 | 1,172,238 | 0.11% | Shares |
| OneAscent Financial Services LLC | $89,127,108 | 1,014,191 | 0.11% | Shares |
| KWB Wealth | $88,702,724 | 1,105,743 | 0.11% | Shares |
| West Wealth Group, LLC | $88,458,995 | 1,006,588 | 0.11% | Shares |
| Security Financial Services, INC. | $87,503,512 | 995,716 | 0.10% | Shares |
| Leading Edge Financial Planning LLC | $86,652,945 | 986,037 | 0.10% | Shares |
ETF ownership Held by 10 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RSST · Tidal Trust II | 74.09% | 3,636,085 NS | April 30, 2026 | N-PORT |
| DUBS · ETF Series Solutions | 73.52% | 3,068,183 NS | April 30, 2026 | N-PORT |
| RSSX · Tidal Trust II | 72.02% | 554,757 NS | April 30, 2026 | N-PORT |
| BLUX · EXCHANGE TRADED CONCEPTS TRUST | 48.43% | 2,872,677 NS | April 30, 2026 | N-PORT |
| BLUC · EXCHANGE TRADED CONCEPTS TRUST | 40.13% | 1,397,096 NS | April 30, 2026 | N-PORT |
| BINT · EXCHANGE TRADED CONCEPTS TRUST | 28.48% | 1,162,386 NS | April 30, 2026 | N-PORT |
| BVAL · EXCHANGE TRADED CONCEPTS TRUST | 15.35% | 445,966 NS | April 30, 2026 | N-PORT |
| ALLW · SSGA Active Trust | 14.27% | 2,184,127 NS | April 30, 2026 | N-PORT |
| BLGR · EXCHANGE TRADED CONCEPTS TRUST | 9.08% | 261,437 NS | April 30, 2026 | N-PORT |
| HNDL · Strategy Shares | 2.60% | 198,275 NS | April 30, 2026 | N-PORT |