SPYM
State Street SPDR Portfolio S&P 500 ETF · Financial Services · Asset Management - Global
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.7% ·
aandelenstroom +4.5% ·
netto nieuwe posities +7.1%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.08M | $178.65M | n/a | n/a |
| 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 | n/a |
| Q1 2025 | 6 | -1 | 5.06M | $333.05M | n/a | −1 |
| Q4 2024 | 7 | +1 | 4.99M | $343.70M | +1 | n/a |
| Q3 2024 | 5 | -2 | 1.44M | $97.33M | +1 | −3 |
| Q2 2024 | 7 | n/a | 2.31M | $147.78M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 16.49M | n/a | $1.29B | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 2 | Morgan Stanley ✦ | 14.25M | n/a | $1.12B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 3 | Goldman Sachs Group ✦ | 7.79M | n/a | $610.49M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 3.08M | +27.5% | $241.55M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passief) | 1.57M | -2.8% | $122.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 1.18M | Nieuw | $92.34M | 0.1% | New | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 430.95K | Nieuw | $33.76M | 0.0% | New | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 268.05K | +52.6% | $21.00M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 196.51K | +23.0% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 130.91K | +1403.3% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | The Vanguard Group ✦ (passief) | 17.66K | +31.9% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 10.74K | -97.9% | $841,293 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 10.54K | 0.0% | $825,860 | 0.0% | Held | 5 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 8.09K | -31.8% | $634,107 | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $92.34M | 0.1% |
| Wellington Management | $33.76M | 0.0% |
Verlaten
| Renaissance Technologies | $2.44M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,582 houders, 1.04B aandelen, $70.89B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.