Security record
SPYM
State Street SPDR Portfolio S&P 500 ETF · Financial Services · Asset Management - Global
88Tracked holders
+4Δ holders
665.62MShares held
$58.07BReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +22.3% ·
net new positions +4.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 169.82M | +53.4% | $14.56B | 5.8% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 169.82M | +53.4% | $14.56B | 5.8% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 67.72M | -2.1% | $5.90B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 12 | LPL Financial LLC | 63.36M | +8.0% | $5.57B | 1.3% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 54.72M | +51.3% | $4.81B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 54.72M | +51.3% | $4.81B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 54.72M | +51.3% | $4.81B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 54.72M | +51.3% | $4.81B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 17 | Marshall Wace ✦ | 46.87M | -5.6% | $4.12B | 3.5% | ▼ Trim | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 46.87M | -5.6% | $4.12B | 3.5% | ▼ Trim | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 46.87M | -5.6% | $4.12B | 3.5% | ▼ Trim | 2 | SEC ↗ |
| 20 | Allianz Asset Management GmbH | 46.22M | +133.0% | $4.06B | 4.2% | ▲ Add | 3 | SEC ↗ |
| 21 | Creative Planning | 35.37M | +5.1% | $3.11B | 1.8% | ▲ Add | 3 | SEC ↗ |
| 22 | Creative Planning | 35.37M | +5.1% | $3.11B | 1.8% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 22.70M | +12.0% | $1.99B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 20.08M | +126.0% | $1.76B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 20.08M | +126.0% | $1.76B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 18.89M | +9.5% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 18.89M | +9.5% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 18.89M | +9.5% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 18.89M | +9.5% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 18.89M | +9.5% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 18.89M | +9.5% | $1.66B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 32 | Invesco Ltd. | 10.60M | 0.0% | $931.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 10.60M | 0.0% | $931.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 9.06M | +124.1% | $796.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 9.06M | +124.1% | $796.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 9.06M | +124.1% | $796.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 9.06M | +124.1% | $796.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 8.50M | +181.9% | $747.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 7.78M | +9.0% | $683.89M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 7.78M | +9.0% | $683.89M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 7.78M | +9.0% | $683.89M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 7.78M | +9.0% | $683.89M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 6.14M | +19.8% | $539.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 6.14M | +19.8% | $539.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 6.14M | +19.8% | $539.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 6.14M | +19.8% | $539.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Raymond James Financial Inc | 6.14M | +13.0% | $539.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | Raymond James Financial Inc | 6.14M | +13.0% | $539.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Raymond James Financial Inc | 6.14M | +13.0% | $539.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | Raymond James Financial Inc | 6.14M | +13.0% | $539.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | Northwestern Mutual Wealth… | 5.86M | +9.1% | $515.02M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 5.61M | +1829.9% | $492.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank Of Montreal /Can/ | 5.61M | +1829.9% | $492.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 5.61M | +1829.9% | $492.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 5.61M | +1829.9% | $492.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 5.61M | +1829.9% | $492.66M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 64 | Cetera Investment Advisers | 5.22M | +7.4% | $459.03M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 65 | Financial Engines Advisors L.L.C. | 5.01M | -0.8% | $440.29M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 66 | HighTower Advisors, LLC | 4.75M | +8.8% | $417.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 67 | Tidal Investments LLC | 4.39M | +12.5% | $385.74M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 68 | State Street Global Advisors ✦ (passive) | 3.84M | -18.0% | $337.69M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 69 | Cerity Partners LLC | 3.49M | +48.8% | $306.91M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 70 | Cerity Partners LLC | 3.49M | +48.8% | $306.91M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 71 | Cerity Partners LLC | 3.49M | +48.8% | $306.91M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 72 | Mirae Asset Global Investments Co.… | 3.46M | +11.3% | $304.20M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 73 | Assetmark, Inc | 3.16M | +3.6% | $277.99M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 74 | Mml Investors Services, Llc | 3.07M | +51.3% | $269.68M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 75 | UBS Group AG | 2.62M | +13.5% | $230.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | UBS Group AG | 2.62M | +13.5% | $230.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | UBS Group AG | 2.62M | +13.5% | $230.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Wealth Enhancement Advisory… | 2.62M | +4.8% | $222.06M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 79 | Mariner, LLC | 1.85M | -24.8% | $162.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 80 | Mariner, LLC | 1.85M | -24.8% | $162.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 81 | Mariner, LLC | 1.85M | -24.8% | $162.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 82 | Commonwealth Equity Services, Llc | 1.47M | +7.8% | $128.92M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 83 | Empower Advisory Group, LLC | 1.15M | -44.1% | $101.22M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 84 | Mercer Global Advisors Inc /Adv | 1.04M | +16.8% | $91.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Two Sigma Investments ✦ | 1.03M | -44.0% | $90.10M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 994.75K | +17.5% | $87.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 994.75K | +17.5% | $87.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 994.75K | +17.5% | $87.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 994.75K | +17.5% | $87.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 994.75K | +17.5% | $87.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | BlackRock ✦ (passive) | 829.32K | +20.4% | $72.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | BlackRock ✦ (passive) | 829.32K | +20.4% | $72.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 93 | BlackRock ✦ (passive) | 829.32K | +20.4% | $72.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 94 | Fifth Third Bancorp | 783.13K | +4.5% | $68.82M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 95 | Focus Partners Wealth | 652.36K | +4.5% | $57.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 96 | AQR Capital Management ✦ | 641.63K | +20.8% | $56.39M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 97 | Lido Advisors, LLC | 615.42K | +44.5% | $54.09M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 98 | Bank Of Nova Scotia | 614.52K | +84.3% | $54.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 99 | Stifel Financial Corp | 598.17K | +74.5% | $52.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Stifel Financial Corp | 598.17K | +74.5% | $52.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $1.65B | was 1.3% |
| Jane Street Group, Llc | $17.86M | was 0.0% |
| Tudor Investment Corp Et Al | $6.76M | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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