SPYM
State Street SPDR Portfolio S&P 500 ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +4.5% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | +4 | 665.62M | $58.07B | +7 | −3 |
| Q1 2026 | 86 | +6 | 556.18M | $42.21B | +9 | −3 |
| Q4 2025 | 80 | -2 | 362.24M | $29.06B | +1 | −3 |
| Q3 2025 | 14 | +1 | 45.44M | $3.56B | +2 | −1 |
| Q2 2025 | 10 | +1 | 4.95M | $360.05M | +1 | — |
| Q1 2025 | 6 | -1 | 5.06M | $333.05M | — | −1 |
| Q4 2024 | 7 | +1 | 4.99M | $343.70M | +1 | — |
| Q3 2024 | 5 | -2 | 1.44M | $97.33M | +1 | −3 |
| Q2 2024 | 7 | — | 2.31M | $147.78M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 16.49M | — | $1.29B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 14.25M | — | $1.12B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 14.25M | — | $1.12B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 14.25M | — | $1.12B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 14.25M | — | $1.12B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 14.25M | — | $1.12B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 14.25M | — | $1.12B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 7.79M | — | $610.49M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 7.79M | — | $610.49M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 3.08M | +27.5% | $241.55M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passive) | 1.57M | -2.8% | $122.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Marshall Wace ✦ | 1.18M | New | $92.34M | 0.1% | New | 1 | SEC ↗ |
| 26 | Wellington Management ✦ | 430.95K | New | $33.76M | 0.0% | New | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 268.05K | +52.6% | $21.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 196.51K | +23.0% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 130.91K | +1403.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 130.91K | +1403.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | The Vanguard Group ✦ (passive) | 17.66K | +31.9% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 10.74K | -97.9% | $841,293 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 10.54K | 0.0% | $825,860 | 0.0% | Held | 5 | SEC ↗ |
| 34 | Fisher Asset Management ✦ | 8.09K | -31.8% | $634,107 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $92.34M | 0.1% |
| Wellington Management | $33.76M | 0.0% |
Exited
| Renaissance Technologies | $2.44M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,582 holders, 1.04B shares, $70.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.