DaveManuel.com · Institutional Ownership · Who Owns It
SPDR SERIES TRUST (SPYM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,740
Reporting holders
$116.1B
Reported value
0.1%
Calls
0.0%
Puts
+120
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $14.6B | 169,823,143 | 5.83% | 11q | +53.4%+$5.1B |
| Betterment LLC | $8.6B | 97,881,145 | 14.55% | 19q | +6.8%+$549.6M |
| JPMORGAN CHASE & CO | $5.9B | 67,717,904 | 0.33% | 17q | -2.1%-$127.9M |
| USS Investment Management Ltd | $5.8B | 66,398,232 | 20.95% | 6q | HELD |
| LPL Financial LLC | $5.6B | 63,355,614 | 1.25% | 31q | +8.0%+$412.6M |
| BANK OF AMERICA CORP /DE/ | $4.8B | 54,715,109 | 0.31% | 31q | +51.3%+$1.6B |
| MARSHALL WACE, LLP | $4.1B | 46,869,324 | 3.25% | 2q | -5.6%-$244.4M |
| Allianz Asset Management GmbH | $4.1B | 46,223,571 | 3.30% | 16q | +133.0%+$2.3B |
| Creative Planning | $3.1B | 35,366,422 | 1.82% | 31q | +5.1%+$150.0M |
| Kedalion Capital Management LLP | $3.1B | 35,130,000 | 73.34% | 5q | +96.5%+$1.5B |
| ENVESTNET ASSET MANAGEMENT INC | $2.0B | 22,699,990 | 0.47% | 31q | +12.0%+$214.3M |
| Walleye Capital LLC | $1.8B | 20,509,091 | 6.44% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.8B | 20,075,136 | 0.15% | 28q | +126.0%+$983.6M |
| MORGAN STANLEY | $1.7B | 18,891,230 | 0.09% | 35q | +9.5%+$144.3M |
| OSSIAM | $1.0B | 11,761,208 | 13.71% | 2q | +54.3%+$363.9M |
| MKP Capital Management, L.L.C. | $1.0B | 11,650,400 | 27.69% | 2q | -14.8%-$177.6M |
| Invesco Ltd. | $931.9M | 10,604,422 | 0.07% | 12q | HELD |
| OneDigital Investment Advisors LLC | $906.0M | 10,309,495 | 7.65% | 31q | +44.2%+$277.8M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $877.9M | 9,989,832 | 3.71% | 5q | HELD |
| National Mutual Insurance Federation of Agricultural Cooperatives | $838.0M | 9,536,000 | 5.48% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $796.3M | 9,061,484 | 0.13% | 31q | +124.1%+$440.9M |
| ROYAL BANK OF CANADA | $747.0M incl. $9.0K options CALL | 8,500,233 | 0.11% | 31q | +181.9%+$482.0M |
| OSAIC HOLDINGS, INC. | $683.9M | 7,781,306 | 0.80% | 26q | +9.0%+$56.5M |
| Clark Capital Management Group, Inc. | $666.8M | 7,587,760 | 3.63% | 13q | -1.9%-$13.2M |
| Cambridge Investment Research Advisors, Inc. | $650.4M | 7,400,877 | 0.74% | 31q | +232.1%+$454.5M |
| GREENLEAF TRUST | $615.6M | 7,005,466 | 5.93% | 22q | +9.5%+$53.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $598.5M incl. $114.2K options CALL | 6,808,698 | 2.74% | 7q | +9.2%+$50.4M |
| AMERIPRISE FINANCIAL INC | $539.2M | 6,137,684 | 0.11% | 31q | +19.8%+$89.2M |
| RAYMOND JAMES FINANCIAL INC | $539.2M | 6,135,519 | 0.15% | 7q | +13.0%+$61.9M |
| 1900 WEALTH MANAGEMENT LLC | $531.2M | 6,044,624 | 29.58% | 13q | HELD |
| TIG Advisors, LLC | $525.6M | 5,976,701 | 23.28% | 5q | HELD |
| Private Advisor Group, LLC | $523.5M | 5,956,478 | 2.40% | 31q | +19.4%+$85.2M |
| Main Management Fund Advisors LLC | $519.8M | 5,915,320 | 36.76% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $515.0M | 5,860,444 | 0.28% | 31q | +9.1%+$43.0M |
| Wealthspire Advisors, LLC | $509.6M | 5,799,266 | 2.81% | 17q | +671.7%+$443.6M |
| Advocacy Wealth Management, LLC | $507.6M | 5,775,658 | 18.44% | 11q | +45.0%+$157.6M |
| BANK OF MONTREAL /CAN/ | $492.7M | 5,606,004 | 0.16% | 24q | +1829.9%+$467.1M |
| TD PRIVATE CLIENT WEALTH LLC | $484.1M | 5,508,862 | 8.90% | 18q | +5.6%+$25.5M |
| Cetera Investment Advisers | $459.0M incl. $210 options PUT | 5,223,357 | 0.42% | 25q | +7.4%+$31.7M |
| Advance Capital Management, Inc. | $453.8M | 5,164,150 | 14.67% | 19q | -2.0%-$9.2M |
| Composition Wealth, LLC | $447.3M | 5,090,408 | 5.25% | 7q | +27.7%+$97.1M |
| Aptus Capital Advisors, LLC | $446.8M | 5,084,065 | 3.06% | 31q | +7.8%+$32.2M |
| NICOLET BANKSHARES INC | $441.8M | 5,001,980 | 14.05% | 3q | +7.8%+$32.1M |
| Financial Engines Advisors L.L.C. | $440.3M | 5,010,116 | 0.78% | 28q | -0.8%-$3.6M |
| KHAZANAH NASIONAL BERHAD | $437.4M | 4,977,739 | 25.16% | 10q | HELD |
| First Command Advisory Services, Inc. | $433.6M | 4,934,249 | 2.58% | 7q | +16.0%+$59.9M |
| NATIXIS ADVISORS, LLC | $425.4M | 4,840,464 | 0.48% | 12q | -29.1%-$174.6M |
| HighTower Advisors, LLC | $417.7M | 4,753,004 | 0.40% | 31q | +8.8%+$33.9M |
| NATIXIS | $409.9M | 4,671,792 | 1.65% | 3q | -64.9%-$759.1M |
| NorthRock Partners, LLC | $406.8M | 4,629,596 | 5.90% | 10q | +11.2%+$40.9M |
| Gradient Investments LLC | $393.2M | 4,474,804 | 5.43% | 31q | +6.6%+$24.3M |
| NewEdge Advisors, LLC | $387.2M | 4,406,554 | 1.15% | 27q | +59.9%+$145.1M |
| Wealthcare Advisory Partners LLC | $385.9M | 4,391,034 | 7.32% | 31q | -3.4%-$13.4M |
| Tidal Investments LLC | $385.7M | 4,389,368 | 0.67% | 2q | +12.5%+$43.0M |
| Capital Analysts, LLC | $351.8M | 4,003,540 | 8.11% | 31q | +0.7%+$2.4M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $341.6M | 3,886,760 | 2.56% | 4q | -2.4%-$8.4M |
| STATE STREET CORP | $337.7M | 3,842,593 | 0.01% | 11q | -18.0%-$74.1M |
| Norinchukin Bank, The | $308.6M | 3,511,270 | 3.00% | 7q | HELD |
| Cerity Partners LLC | $306.9M | 3,492,375 | 0.37% | 13q | +48.8%+$100.7M |
| Mirae Asset Global Investments Co., Ltd. | $304.2M | 3,461,511 | 0.45% | 10q | +11.3%+$30.9M |
| Hills Bank & Trust Co | $299.8M | 3,411,823 | 12.76% | 11q | -3.8%-$11.9M |
| ASSETMARK, INC | $278.0M | 3,163,324 | 0.48% | 25q | +3.6%+$9.7M |
| SCS Capital Management LLC | $276.5M | 3,146,097 | 2.61% | 6q | +1.3%+$3.7M |
| Stadion Money Management, LLC | $273.8M | 3,116,022 | 23.61% | 26q | -5.5%-$15.9M |
| MML INVESTORS SERVICES, LLC | $269.7M | 3,068,715 | 0.55% | 31q | +51.3%+$91.4M |
| AE Wealth Management LLC | $266.1M | 3,027,799 | 1.24% | 29q | +63.9%+$103.7M |
| Larson Financial Group LLC | $264.6M | 3,010,487 | 6.95% | 19q | +14.0%+$32.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $250.5M | 2,850,502 | 12.37% | 15q | +21.6%+$44.6M |
| Global Retirement Partners, LLC | $231.3M | 2,632,322 | 3.54% | 16q | +11.2%+$23.2M |
| BlueCrest Capital Management Ltd | $230.5M | 2,622,607 | 7.59% | new | NEW |
| UBS Group AG | $230.4M | 2,621,733 | 0.03% | 31q | +13.5%+$27.4M |
| Klaas Financial Asset Advisors, LLC | $225.1M | 2,560,881 | 28.04% | 3q | +3.5%+$7.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $222.1M | 2,618,622 | 0.37% | 13q | +4.8%+$10.1M |
| Ascent Group, LLC | $218.3M | 2,484,549 | 6.53% | 19q | +52.9%+$75.6M |
| Peterson Wealth Advisors, LLC | $216.1M | 2,458,693 | 25.54% | 31q | +2.3%+$4.9M |
| SPINNAKER TRUST | $203.2M | 2,312,710 | 9.87% | 9q | +2.0%+$3.9M |
| VICUS CAPITAL | $201.9M | 2,297,092 | 13.03% | 24q | +1.5%+$3.0M |
| Modern Wealth Management, LLC | $198.5M | 2,258,636 | 2.36% | 6q | +84.8%+$91.1M |
| Ocean Park Asset Management, LLC | $174.8M | 1,989,605 | 8.42% | 4q | -3.9%-$7.1M |
| RiverFront Investment Group, LLC | $168.1M | 1,912,966 | 2.22% | 11q | +53.5%+$58.6M |
| AlphaStar Capital Management, LLC | $163.0M | 1,854,270 | 10.36% | 31q | +2.6%+$4.1M |
| Mariner, LLC | $162.9M | 1,853,216 | 0.17% | 31q | -24.8%-$53.6M |
| UNIVEST FINANCIAL Corp | $161.1M | 1,833,570 | 7.91% | 8q | +1.4%+$2.2M |
| Tennessee Valley Asset Management Partners | $160.5M | 1,826,177 | 17.70% | 20q | +1.3%+$2.1M |
| Sand Hill Global Advisors, LLC | $159.2M | 1,812,084 | 4.79% | 11q | -1.7%-$2.7M |
| KWB Wealth | $151.2M | 1,720,975 | 12.94% | 23q | +55.6%+$54.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $145.8M | 1,659,104 | 2.30% | 26q | -1.4%-$2.1M |
| RETIREMENT INCOME SOLUTIONS, INC | $141.6M | 1,849,918 | 24.38% | 27q | -0.5%-$732.0K |
| INTACT INVESTMENT MANAGEMENT INC. | $139.7M | 1,589,216 | 3.97% | new | NEW |
| POTOMAC FUND MANAGEMENT INC /ADV | $137.6M | 1,565,618 | 3.46% | 2q | +5039.6%+$134.9M |
| Integrated Wealth Concepts LLC | $135.4M | 1,540,805 | 0.89% | 30q | +6.1%+$7.8M |
| CFS Investment Advisory Services, LLC | $130.6M | 1,490,244 | 8.71% | 20q | +34.2%+$33.3M |
| 3EDGE Asset Management, LP | $129.8M | 1,477,485 | 5.79% | 12q | +28893.0%+$129.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $128.9M | 1,467,006 | 0.16% | 31q | +7.8%+$9.3M |
| Stratos Wealth Partners, LTD. | $128.7M | 1,465,039 | 1.30% | 31q | +14.6%+$16.4M |
| Venturi Wealth Management, LLC | $122.9M | 1,398,369 | 4.75% | new | NEW |
| Signal Advisors Wealth, LLC | $121.1M | 1,378,359 | 6.12% | 11q | +37.4%+$33.0M |
| Revere Asset Management, Inc | $119.9M | 1,364,681 | 46.02% | 9q | +12.9%+$13.7M |
| Kestra Advisory Services, LLC | $116.0M | 1,319,914 | 0.37% | 24q | +19.7%+$19.1M |
| INTEGRITY ALLIANCE, LLC. | $114.7M | 1,305,650 | 3.59% | 7q | +29.5%+$26.1M |
Showing the largest 100 of 1,742 reported holders. The count of 1,740 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,740 managers that file Form 13F reported holding Spdr Series Trust (SPYM), $116.1B in all. 203 managers opened a position and 83 sold out completely, against 1,620 holders the quarter before. Largest holders: Jones Financial Companies Lllp, Betterment Llc and Jpmorgan Chase & Co. Largest new positions: Walleye Capital Llc ($1.8B), Main Management Fund Advisors Llc ($519.8M) and Bluecrest Capital Management Ltd ($230.5M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 810 | $14.6B | 162,318,046 | 67 | 355 | 235 | 0.0% |
| Q2 2026 | 1,740 | $116.1B | 1,325,989,659 | 178 | 820 | 421 | 0.1% |
| Q1 2026 | 1,620 | $85.8B | 1,122,736,633 | 111 | 764 | 423 | 0.2% |
| Q4 2025 | 1,604 | $69.2B | 859,350,734 | 126 | 645 | 429 | 0.3% |
| Q3 2025 | 1,432 | $63.5B | 808,619,396 | 122 | 603 | 419 | 0.3% |
| Q2 2025 | 1,379 | $52.0B | 712,460,963 | 124 | 570 | 428 | 0.4% |
| Q1 2025 | 1,298 | $41.4B | 628,267,161 | 114 | 535 | 403 | 0.3% |
| Q4 2024 | 1,263 | $37.5B | 542,721,593 | 116 | 499 | 347 | 0.2% |
| Q3 2024 | 1,100 | $32.6B | 483,117,257 | 91 | 424 | 371 | 0.1% |
| Q2 2024 | 1,057 | $28.2B | 441,006,859 | 100 | 436 | 322 | 0.1% |
| Q1 2024 | 980 | $24.9B | 405,726,027 | 107 | 385 | 333 | 0.1% |
| Q4 2023 | 928 | $20.6B | 353,262,933 | 106 | 387 | 250 | 0.1% |
| Q3 2023 | 784 | $14.8B | 277,294,327 | 61 | 343 | 239 | 0.1% |
| Q2 2023 | 765 | $13.4B | 255,660,656 | 90 | 297 | 228 | 0.3% |
| Q1 2023 | 699 | $10.8B | 223,925,798 | 60 | 279 | 221 | 0.5% |
| Q4 2022 | 697 | $10.1B | 223,774,171 | 81 | 242 | 217 | 0.3% |
| Q3 2022 | 620 | $72.7B | 1,730,439,409 | 51 | 268 | 184 | 0.0% |
| Q2 2022 | 612 | $50.6B | 1,139,880,394 | 58 | 251 | 190 | 0.0% |
| Q1 2022 | 608 | $69.3B | 1,304,961,126 | 57 | 261 | 172 | 0.0% |
| Q4 2021 | 589 | $45.5B | 814,538,452 | 55 | 229 | 148 | 0.0% |
| Q3 2021 | 488 | $46.0B | 910,615,886 | 39 | 226 | 126 | 0.0% |
| Q2 2021 | 467 | $41.9B | 832,301,755 | 37 | 204 | 134 | 0.0% |
| Q1 2021 | 455 | $24.1B | 516,051,773 | 45 | 177 | 148 | 0.0% |
| Q4 2020 | 425 | $34.3B | 778,975,188 | 40 | 156 | 130 | 0.2% |
| Q3 2020 | 361 | $24.2B | 614,003,721 | 39 | 134 | 114 | 0.0% |
| Q2 2020 | 342 | $16.5B | 453,545,037 | 47 | 147 | 106 | 0.0% |
| Q1 2020 | 319 | $10.0B | 329,963,180 | 46 | 128 | 105 | 0.0% |
| Q4 2019 | 317 | $7.2B | 190,752,469 | 37 | 115 | 84 | 0.0% |
| Q3 2019 | 251 | $5.6B | 159,339,906 | 35 | 135 | 51 | 0.0% |
| Q2 2019 | 228 | $2.1B | 59,829,959 | 28 | 128 | 38 | 0.0% |
| Q1 2019 | 211 | $1.5B | 45,255,404 | 27 | 98 | 54 | 0.0% |
| Q4 2018 | 195 | $1.1B | 38,372,926 | 4 | 7 | 1 | 0.0% |