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 долей у всё 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2.08M | $178.65M | n/a | n/a |
| Q2 2026 | 87 | +4 | 660.87M | $57.66B | +7 | −4 |
| 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 |
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 |
| 2 | JPMorgan Chase ✦ | 69.19M | +717.7% | $5.15B | 0.3% | ▲ Add | 3 | SEC ↗ ×8 |
| 3 | LPL Financial LLC | 58.66M | +13.9% | $4.49B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 49.65M | Новый | $3.80B | 4.1% | New | 1 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 36.17M | -32.8% | $2.77B | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | Creative Planning | 33.66M | +2.6% | $2.58B | 1.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 21.57M | Новый | $1.65B | 1.3% | New | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 20.26M | +13.2% | $1.55B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 9 | Allianz Asset Management GmbH | 19.84M | +291.2% | $1.52B | 1.8% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 17.25M | -44.1% | $1.32B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 11 | Cwm, Llc | 11.26M | +8.7% | $861.46M | 2.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Invesco Ltd. | 10.61M | 0.0% | $811.77M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Goldman Sachs Group ✦ | 8.88M | +10.7% | $679.90M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Osaic Holdings, Inc. | 7.14M | -4.5% | $546.46M | 0.8% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Raymond James Financial Inc | 5.43M | +17.9% | $415.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Northwestern Mutual Wealth… | 5.37M | +31.1% | $411.12M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 5.12M | -6.0% | $391.45M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Financial Engines Advisors L.L.C. | 5.05M | -0.3% | $386.57M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 4.86M | +9.7% | $372.21M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (пассивный) | 4.69M | +73.4% | $358.65M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 4.37M | +2.2% | $334.28M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 4.04M | +15.2% | $309.53M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Tidal Investments LLC | 3.90M | Новый | $298.55M | 0.9% | New | 1 | SEC ↗ |
| 24 | Mirae Asset Global Investments Co.… | 3.11M | +7.8% | $238.00M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 25 | Assetmark, Inc | 3.05M | -5.6% | $233.70M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 3.02M | +61.1% | $230.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 27 | Mariner, LLC | 2.46M | +6.3% | $188.36M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | Wealth Enhancement Advisory… | 2.50M | -24.8% | $188.34M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 2.35M | +544.8% | $179.60M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | UBS Group AG | 2.31M | +12.6% | $176.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Empower Advisory Group, LLC | 2.06M | +1693.1% | $157.64M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 2.03M | -15.6% | $155.23M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 1.83M | +3.4% | $140.22M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 1.36M | +8.4% | $104.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 891.13K | -23.9% | $68.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Janus Henderson Group Plc | 872.41K | -6.7% | $66.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 846.77K | +34.6% | $64.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 38 | Fifth Third Bancorp | 749.51K | +15.4% | $57.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | BlackRock ✦ (пассивный) | 689.01K | +49.9% | $52.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 40 | Focus Partners Wealth | 624.46K | -7.7% | $47.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Principal Financial Group Inc | 587.96K | -1.3% | $45.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 531.30K | +71.0% | $40.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 435.05K | +11467.4% | $34.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Lido Advisors, LLC | 426.06K | -39.2% | $32.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Voya Investment Management Llc | 406.94K | 0.0% | $31.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Neuberger Berman Group LLC | 354.68K | +1158.1% | $27.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Stifel Financial Corp | 342.79K | +4.1% | $26.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Bank Of Nova Scotia | 333.41K | -12.4% | $25.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 325.12K | -1.6% | $24.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Baird Financial Group, Inc. | 312.99K | +4.6% | $23.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Truist Financial Corp | 301.17K | +13.6% | $23.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Bank Of Montreal /Can/ | 290.48K | -19.4% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Susquehanna International Group, Llp | 278.59K | -42.3% | $21.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | American Century Companies Inc | 273.60K | -30.8% | $20.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 271.48K | +9.3% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Corient Private Wealth LP | 234.21K | -53.8% | $17.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Jane Street Group, Llc | 233.31K | +970.8% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Fidelity (FMR) ✦ | 227.11K | +5.2% | $17.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 59 | Captrust Financial Advisors | 223.90K | +13.2% | $17.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 195.45K | +9.2% | $14.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Blair William & Co/Il | 182.24K | +4.9% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 176.59K | +21.8% | $13.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Renaissance Technologies ✦ | 144.80K | -26.9% | $11.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | CIBC Bancorp USA Inc. | 109.05K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | Northern Trust Corp | 95.74K | +2.5% | $7.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Tudor Investment Corp Et Al | 88.35K | +19.5% | $6.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 64.75K | +24.2% | $4.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 60.55K | -24.6% | $4.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | UBS AM, a distinct business unit of… | 48.67K | Новый | $3.72M | 0.0% | New | 1 | SEC ↗ |
| 70 | First Trust Advisors Lp | 48.02K | +7.1% | $3.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Sei Investments Co | 37.92K | +47.8% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Wealthfront Advisers LLC | 26.71K | +48.3% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Citigroup Inc | 24.27K | +71.6% | $1.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Simplex Trading, Llc | 16.47K | Новый | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 75 | Gotham Asset Management ✦ | 14.94K | 0.0% | $1.14M | 0.0% | Held | 7 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 11.40K | -7.3% | $878,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 11.09K | -19.0% | $849,134 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Fisher Asset Management ✦ | 7.05K | +24.1% | $539,529 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 79 | Allspring Global Investments… | 5.04K | Новый | $388,685 | 0.0% | New | 1 | SEC ↗ ×2 |
| 80 | CIBC Asset Management Inc | 4.53K | 0.0% | $346,879 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Charles Schwab Investment… | 4.48K | +37.2% | $342,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Cibc World Market Inc. | 4.15K | -56.2% | $317,564 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 3.98K | +65.0% | $304,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 3.88K | Новый | $298,000 | 0.0% | New | 1 | SEC ↗ |
| 85 | DZ BANK AG Deutsche Zentral… | 1.28K | Новый | $98,124 | 0.0% | New | 1 | SEC ↗ |
| 86 | Franklin Resources Inc | 385 | Новый | $29,468 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Marshall Wace | $3.80B | 4.1% |
| Millennium Management | $1.65B | 1.3% |
| Tidal Investments LLC | $298.55M | 0.9% |
| UBS AM, a distinct business… | $3.72M | 0.0% |
| Simplex Trading, Llc | $1.26M | 0.0% |
| Allspring Global Investments… | $388,685 | 0.0% |
| T. Rowe Price | $298,000 | 0.0% |
| DZ BANK AG Deutsche Zentral… | $98,124 | 0.0% |
| Franklin Resources Inc | $29,468 | 0.0% |
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 владельцы 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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