Запись по ценной бумаге · архивный квартал
SPYM
State Street SPDR Portfolio S&P 500 ETF · Financial Services · Asset Management - Global
86Отслеживаемые держатели
+6Δ держателей
556.18MАкций в держании
$42.21BОтчётная стоимость
+9Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +7.5% ·
поток акций +30.0% ·
новые чистые позиции +7.0%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 110.68M | +92.2% | $8.26B | 4.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 110.68M | +92.2% | $8.26B | 4.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 58.66M | +13.9% | $4.49B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 49.65M | Новый | $3.80B | 4.1% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 49.65M | Новый | $3.80B | 4.1% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 49.65M | Новый | $3.80B | 4.1% | New | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 36.17M | -32.8% | $2.77B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 36.17M | -32.8% | $2.77B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 36.17M | -32.8% | $2.77B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 36.17M | -32.8% | $2.77B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 36.17M | -32.8% | $2.77B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | Creative Planning | 33.66M | +2.6% | $2.58B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 33.66M | +2.6% | $2.58B | 1.7% | ▲ Add | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 21.57M | Новый | $1.65B | 1.3% | New | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 20.26M | +13.2% | $1.55B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 24 | Allianz Asset Management GmbH | 19.84M | +291.2% | $1.52B | 1.8% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cwm, Llc | 11.26M | +8.7% | $861.46M | 2.3% | ▲ Add | 2 | SEC ↗ |
| 32 | Invesco Ltd. | 10.61M | 0.0% | $811.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Invesco Ltd. | 10.61M | 0.0% | $811.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 8.88M | +10.7% | $679.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 8.88M | +10.7% | $679.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 7.14M | -4.5% | $546.46M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 7.14M | -4.5% | $546.46M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 7.14M | -4.5% | $546.46M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 5.43M | +17.9% | $415.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 5.43M | +17.9% | $415.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 5.43M | +17.9% | $415.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 5.43M | +17.9% | $415.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 5.37M | +31.1% | $411.12M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 5.12M | -6.0% | $391.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 5.12M | -6.0% | $391.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 5.12M | -6.0% | $391.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 5.12M | -6.0% | $391.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 5.05M | -0.3% | $386.57M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 49 | Cetera Investment Advisers | 4.86M | +9.7% | $372.21M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 50 | State Street Global Advisors ✦ (пассивный) | 4.69M | +73.4% | $358.65M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 4.37M | +2.2% | $334.28M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 4.04M | +15.2% | $309.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | Wells Fargo & Company/Mn | 4.04M | +15.2% | $309.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 4.04M | +15.2% | $309.53M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Tidal Investments LLC | 3.90M | Новый | $298.55M | 0.9% | New | 1 | SEC ↗ |
| 56 | Mirae Asset Global Investments Co.… | 3.11M | +7.8% | $238.00M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 57 | Assetmark, Inc | 3.05M | -5.6% | $233.70M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Mariner, LLC | 2.46M | +6.3% | $188.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 67 | Mariner, LLC | 2.46M | +6.3% | $188.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 68 | Mariner, LLC | 2.46M | +6.3% | $188.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 69 | Mariner, LLC | 2.46M | +6.3% | $188.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 70 | Wealth Enhancement Advisory… | 2.50M | -24.8% | $188.34M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 2.35M | +544.8% | $179.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 72 | Cerity Partners LLC | 2.35M | +544.8% | $179.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 73 | Cerity Partners LLC | 2.35M | +544.8% | $179.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 74 | UBS Group AG | 2.31M | +12.6% | $176.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | UBS Group AG | 2.31M | +12.6% | $176.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Empower Advisory Group, LLC | 2.06M | +1693.1% | $157.64M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 77 | Mml Investors Services, Llc | 2.03M | -15.6% | $155.23M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 78 | Two Sigma Investments ✦ | 1.83M | +3.4% | $140.22M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 79 | Commonwealth Equity Services, Llc | 1.36M | +8.4% | $104.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Mercer Global Advisors Inc /Adv | 891.13K | -23.9% | $68.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 81 | Janus Henderson Group Plc | 872.41K | -6.7% | $66.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 846.77K | +34.6% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 846.77K | +34.6% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 846.77K | +34.6% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 846.77K | +34.6% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 846.77K | +34.6% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Fifth Third Bancorp | 749.51K | +15.4% | $57.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | BlackRock ✦ (пассивный) | 689.01K | +49.9% | $52.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 89 | BlackRock ✦ (пассивный) | 689.01K | +49.9% | $52.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 90 | Focus Partners Wealth | 624.46K | -7.7% | $47.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 91 | Principal Financial Group Inc | 587.96K | -1.3% | $45.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | AQR Capital Management ✦ | 531.30K | +71.0% | $40.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 93 | Alliancebernstein L.P. | 435.05K | +11467.4% | $34.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Lido Advisors, LLC | 426.06K | -39.2% | $32.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 95 | Voya Investment Management Llc | 406.94K | 0.0% | $31.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Voya Investment Management Llc | 406.94K | 0.0% | $31.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Neuberger Berman Group LLC | 354.68K | +1158.1% | $27.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Stifel Financial Corp | 342.79K | +4.1% | $26.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Stifel Financial Corp | 342.79K | +4.1% | $26.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Stifel Financial Corp | 342.79K | +4.1% | $26.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Marshall Wace | $3.80B | 4.1% |
| Marshall Wace | $3.80B | 4.1% |
| Marshall Wace | $3.80B | 4.1% |
| Millennium Management | $1.65B | 1.3% |
| Tidal Investments LLC | $298.55M | 0.9% |
Закрыто
| IMC-Chicago, LLC | $17.75M | составлял 0.3% |
| Qube Research & Technologies… | $1.32M | составлял 0.0% |
| Group One Trading Llc | $140,786 | 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: Q1 2026 ·
Методология ·
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