Who owns State Street(R) SPDR(R) Portfolio S&P 500(R) ETF (SPYM)
Which tracked institutional funds hold SPYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPYM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SPYM is one-sided between 2026-Q1 and 2026-Q2: 915 added or opened and 125 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPYM’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 5.8% of its own reported 13F book, while the median holder sizes it at 3.7% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPYM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1667 tracked filers holding SPYM, 1052 increased or opened the position and 577 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPYM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 74
- Walleye Capital LLC$1.8B
- Global Retirement Partners, LLC$231M
- BlueCrest Capital Management Ltd$230M
- INTACT INVESTMENT MANAGEMENT INC.$140M
- Venturi Wealth Management, LLC$123M
- Jupiter Topco LLC$77M
Full exits 70
- Betterment LLC$7.0B
- MILLENNIUM MANAGEMENT LLC$1.7B
- CWM, LLC$861M
- NATIXIS ADVISORS, LLC$523M
- GM Advisory Group, LLC$372M
- HighTower Advisors, LLC$334M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$6.3B
- Allianz Asset Management GmbH$2.5B
- BANK OF AMERICA CORP /DE/$2.0B
- Kedalion Capital Management LLP$1.7B
- GOLDMAN SACHS GROUP INC$1.1B
- LPL Financial LLC$1.1B
Largest trims
- NATIXIS$595M
- Independent Advisor Alliance$313M
- 49 WEALTH MANAGEMENT, LLC$94M
- Empower Advisory Group, LLC$56M
- TWO SIGMA INVESTMENTS, LP$50M
- CITADEL ADVISORS LLC$45M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 169,823,143 | $14.6B | 16.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 67,717,904 | $5.9B | 6.7% | 2026-Q2 |
| USS Investment Management Ltd | 66,398,232 | $5.8B | 6.6% | 2026-Q2 |
| LPL Financial LLC added | 63,355,614 | $5.6B | 6.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 54,715,109 | $4.8B | 5.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 46,869,324 | $4.1B | 4.7% | 2026-Q2 |
| Allianz Asset Management GmbH added | 46,223,571 | $4.1B | 4.6% | 2026-Q2 |
| Creative Planning added | 35,366,422 | $3.1B | 3.5% | 2026-Q2 |
| Kedalion Capital Management LLP added | 35,130,000 | $3.1B | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,699,990 | $2.0B | 2.3% | 2026-Q2 |
| Walleye Capital LLC new | 20,509,091 | $1.8B | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 20,075,136 | $1.8B | 2.0% | 2026-Q2 |
| MORGAN STANLEY added | 18,891,230 | $1.7B | 1.9% | 2026-Q2 |
| OSSIAM added | 11,761,208 | $1.0B | 1.2% | 2026-Q2 |
| MKP Capital Management, L.L.C. trimmed | 11,650,400 | $1.0B | 1.2% | 2026-Q2 |
| Invesco Ltd. added | 10,604,422 | $932M | 1.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 10,309,495 | $906M | 1.0% | 2026-Q2 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 9,989,832 | $878M | 1.0% | 2026-Q2 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 9,536,000 | $838M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,061,484 | $796M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,500,233 | $747M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,781,306 | $684M | 0.8% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 7,587,760 | $667M | 0.8% | 2026-Q2 |
| GREENLEAF TRUST added | 7,005,466 | $616M | 0.7% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 6,808,698 | $598M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,137,684 | $539M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 6,135,519 | $539M | 0.6% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC added | 6,044,624 | $531M | 0.6% | 2026-Q2 |
| TIG Advisors, LLC added | 5,976,701 | $526M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 5,956,478 | $523M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,860,444 | $515M | 0.6% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 5,799,266 | $510M | 0.6% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 5,775,658 | $508M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 5,606,004 | $493M | 0.6% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 5,508,862 | $484M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 5,223,357 | $459M | 0.5% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 5,164,150 | $454M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC added | 5,090,408 | $447M | 0.5% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 5,084,065 | $447M | 0.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 5,010,116 | $440M | 0.5% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 5,001,980 | $442M | 0.5% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 4,934,249 | $434M | 0.5% | 2026-Q2 |
| NATIXIS trimmed | 4,671,792 | $410M | 0.5% | 2026-Q2 |
| NorthRock Partners, LLC added | 4,629,596 | $407M | 0.5% | 2026-Q2 |
| Gradient Investments LLC added | 4,474,804 | $393M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,406,554 | $387M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 4,391,034 | $386M | 0.4% | 2026-Q2 |
| Tidal Investments LLC added | 4,389,368 | $386M | 0.4% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 3,886,760 | $342M | 0.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,842,593 | $338M | 0.4% | 2026-Q2 |
| Norinchukin Bank, The | 3,511,270 | $309M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 3,492,375 | $307M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 3,461,511 | $304M | 0.3% | 2026-Q2 |
| Hills Bank & Trust Co trimmed | 3,411,823 | $300M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 3,163,324 | $278M | 0.3% | 2026-Q2 |
| SCS Capital Management LLC added | 3,146,097 | $276M | 0.3% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 3,116,022 | $274M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,068,715 | $270M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 3,027,799 | $266M | 0.3% | 2026-Q2 |
| Larson Financial Group LLC added | 3,010,487 | $265M | 0.3% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 2,850,502 | $251M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,632,322 | $231M | 0.3% | 2026-Q2 |
| BlueCrest Capital Management Ltd new | 2,622,607 | $230M | 0.3% | 2026-Q2 |
| UBS Group AG added | 2,621,733 | $230M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,618,622 | $222M | 0.3% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 2,560,881 | $225M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 2,555,063 | $225M | 0.3% | 2026-Q2 |
| Ascent Group, LLC added | 2,484,549 | $218M | 0.2% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 2,458,693 | $216M | 0.2% | 2026-Q2 |
| SPINNAKER TRUST added | 2,312,710 | $203M | 0.2% | 2026-Q2 |
| VICUS CAPITAL added | 2,297,092 | $202M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 2,258,636 | $198M | 0.2% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 1,989,605 | $175M | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,912,966 | $168M | 0.2% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 1,854,270 | $163M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 1,853,216 | $163M | 0.2% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC trimmed | 1,849,918 | $142M | 0.2% | 2026-Q2 |
| UNIVEST FINANCIAL Corp added | 1,833,570 | $161M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 1,826,177 | $160M | 0.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC trimmed | 1,812,084 | $159M | 0.2% | 2026-Q2 |
| KWB Wealth added | 1,720,975 | $151M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 1,659,104 | $146M | 0.2% | 2026-Q2 |
| INTACT INVESTMENT MANAGEMENT INC. new | 1,589,216 | $140M | 0.2% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 1,565,618 | $138M | 0.2% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 1,490,244 | $131M | 0.1% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 1,477,485 | $130M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,467,006 | $129M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,465,039 | $129M | 0.1% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 1,398,369 | $123M | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 1,378,359 | $121M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,319,914 | $116M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 1,305,650 | $115M | 0.1% | 2026-Q2 |
| LVW Advisors, LLC added | 1,241,597 | $109M | 0.1% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 1,234,572 | $108M | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 1,203,055 | $106M | 0.1% | 2026-Q2 |
| Crews Bank & Trust added | 1,185,830 | $104M | 0.1% | 2026-Q2 |
| Brown Financial Advisory added | 1,151,975 | $101M | 0.1% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 1,151,797 | $101M | 0.1% | 2026-Q2 |
| One Day In July LLC added | 1,148,157 | $101M | 0.1% | 2026-Q2 |
| Marks Group Wealth Management, Inc added | 1,119,123 | $98M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.