Запись по ценной бумаге · архивный квартал
SPYM
State Street SPDR Portfolio S&P 500 ETF · Financial Services · Asset Management - Global
80Отслеживаемые держатели
-2Δ держателей
362.24MАкций в держании
$29.06BОтчётная стоимость
+1Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.4% ·
поток акций +2.1% ·
новые чистые позиции -2.5%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 57.57M | — | $4.62B | 2.8% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 57.57M | — | $4.62B | 2.8% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 53.85M | — | $4.32B | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 53.85M | — | $4.32B | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 53.85M | — | $4.32B | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 53.85M | — | $4.32B | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 53.85M | — | $4.32B | 0.3% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 51.51M | — | $4.13B | 1.1% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 32.80M | — | $2.63B | 1.9% | n/c | 1 | SEC ↗ |
| 10 | Creative Planning | 32.80M | — | $2.63B | 1.9% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 30.86M | +116.6% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 30.86M | +116.6% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 30.86M | +116.6% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 30.86M | +116.6% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 30.86M | +116.6% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 30.86M | +116.6% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 17.89M | — | $1.44B | 0.4% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 10.61M | — | $850.89M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Invesco Ltd. | 10.61M | — | $850.89M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 10.36M | — | $831.02M | 2.3% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 8.46M | -48.7% | $678.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 8.02M | +2.9% | $643.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 8.02M | +2.9% | $643.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 7.47M | — | $599.42M | 0.9% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 7.47M | — | $599.42M | 0.9% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 7.47M | — | $599.42M | 0.9% | n/c | 1 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 7.47M | — | $599.42M | 0.9% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 5.45M | — | $437.25M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 5.45M | — | $437.25M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 5.45M | — | $437.25M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 5.45M | — | $437.25M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Allianz Asset Management GmbH | 5.07M | — | $406.81M | 0.5% | n/c | 1 | SEC ↗ |
| 39 | Financial Engines Advisors L.L.C. | 5.07M | — | $406.48M | 0.8% | n/c | 1 | SEC ↗ |
| 40 | Raymond James Financial Inc | 4.61M | — | $369.69M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 4.61M | — | $369.69M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Raymond James Financial Inc | 4.61M | — | $369.69M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Cetera Investment Advisers | 4.43M | — | $355.48M | 0.4% | n/c | 1 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 4.27M | — | $342.91M | 0.4% | n/c | 1 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 4.10M | — | $328.59M | 0.2% | n/c | 1 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 3.51M | — | $281.58M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 3.51M | — | $281.58M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 3.51M | — | $281.58M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Wealth Enhancement Advisory… | 3.32M | — | $270.70M | 0.4% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 3.23M | — | $259.41M | 0.5% | n/c | 1 | SEC ↗ |
| 51 | Mirae Asset Global Investments Co.… | 2.89M | — | $231.45M | 0.6% | n/c | 1 | SEC ↗ |
| 52 | State Street Global Advisors ✦ (пассивный) | 2.70M | +72.2% | $216.74M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 2.40M | — | $192.80M | 0.5% | n/c | 1 | SEC ↗ |
| 54 | Mariner, LLC | 2.32M | — | $185.83M | 0.2% | n/c | 1 | SEC ↗ |
| 55 | Mariner, LLC | 2.32M | — | $185.83M | 0.2% | n/c | 1 | SEC ↗ |
| 56 | Mariner, LLC | 2.32M | — | $185.83M | 0.2% | n/c | 1 | SEC ↗ |
| 57 | Mariner, LLC | 2.32M | — | $185.83M | 0.2% | n/c | 1 | SEC ↗ |
| 58 | UBS Group AG | 2.05M | — | $164.60M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | UBS Group AG | 2.05M | — | $164.60M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 1.87M | — | $150.13M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 1.77M | -42.5% | $142.11M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 68 | Commonwealth Equity Services, Llc | 1.26M | — | $100.75M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 1.17M | — | $93.90M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Janus Henderson Group Plc | 935.15K | — | $75.02M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Lido Advisors, LLC | 701.00K | — | $55.75M | 0.2% | n/c | 1 | SEC ↗ |
| 72 | Focus Partners Wealth | 676.21K | — | $54.25M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 649.47K | — | $52.10M | 0.2% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 628.96K | — | $50.46M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 628.96K | — | $50.46M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 628.96K | — | $50.46M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 628.96K | — | $50.46M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 628.96K | — | $50.46M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Principal Financial Group Inc | 595.62K | — | $47.78M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Corient Private Wealth LP | 507.15K | — | $39.56M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Corient Private Wealth LP | 507.15K | — | $39.56M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Corient Private Wealth LP | 507.15K | — | $39.56M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 483.13K | — | $38.76M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | BlackRock ✦ (пассивный) | 459.71K | +251.2% | $36.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | BlackRock ✦ (пассивный) | 459.71K | +251.2% | $36.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Voya Investment Management Llc | 406.95K | — | $32.65M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Voya Investment Management Llc | 406.95K | — | $32.65M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | American Century Companies Inc | 395.33K | — | $31.71M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank Of Nova Scotia | 380.53K | — | $30.75M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Cerity Partners LLC | 363.94K | — | $29.20M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Cerity Partners LLC | 363.94K | — | $29.20M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Cerity Partners LLC | 363.94K | — | $29.20M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 360.60K | — | $28.93M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 360.60K | — | $28.93M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 360.60K | — | $28.93M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 360.60K | — | $28.93M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 330.52K | — | $26.51M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pnc Financial Services Group, Inc. | 330.52K | — | $26.51M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 330.52K | — | $26.51M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Stifel Financial Corp | 329.15K | — | $26.40M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Marshall Wace | $92.34M | составлял 0.1% |
| Wellington Management | $33.76M | составлял 0.0% |
| Citadel Advisors | $841,293 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,582 держатели, 1.04B акции, $70.89B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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