STE STR SPDR PT S&P 500 ETF SPYM
$87.67
-0.1% 52w: $74.18 – $89.15
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data74.1881.6689.15
Oct 17, 2025 Jul 2, 2026
Institutional holders
1.6K
+15 QoQ
13F value
$85.56B
+24.1% QoQ
Smart-money holders
42
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.6×
$72.3M calls / $114.9M puts
Institutional value by quarter
Number of holders
Who owns SPYM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 110.7M | $8.26B | 4.0% | +92.2% |
| Betterment LLC | Wealth advisor | 91.6M | $7.01B | 13.3% | +9.6% |
| JPMORGAN CHASE & CO | Bank broker | 69.2M | $5.15B | 0.3% | +717.7% |
| USS Investment Management Ltd | Other | 66.4M | $5.08B | — | Held |
| LPL Financial LLC | Bank broker | 58.7M | $4.49B | 1.2% | +13.9% |
| MARSHALL WACE, LLP | Quant stat arb | 49.7M | $3.80B | — | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 36.2M | $2.77B | 0.2% | -32.8% |
| Creative Planning | Wealth advisor | 33.7M | $2.58B | 1.7% | +2.6% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 21.6M | $1.65B | 1.3% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 20.3M | $1.55B | 0.4% | +13.2% |
| Allianz Asset Management GmbH | Diversified mechanical | 19.8M | $1.52B | 1.8% | +291.3% |
| Kedalion Capital Management LLP | Wealth advisor | 17.9M | $1.37B | — | +365.6% |
| MORGAN STANLEY | Bank broker | 17.2M | $1.32B | 0.1% | -44.1% |
| MKP Capital Management, L.L.C. | Wealth advisor | 13.7M | $1.05B | — | New |
| NATIXIS | Other | 13.3M | $1.00B | 4.0% | -18.9% |
| CWM, LLC | Wealth advisor | 11.3M | $861.5M | 2.3% | +8.6% |
| Invesco Ltd. | Index provider | 10.6M | $811.8M | 0.1% | 0.0% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | Other | 10.0M | $764.6M | — | Held |
| National Mutual Insurance Federation of Agricultural Cooperatives | Wealth advisor | 9.5M | $729.9M | 5.6% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 8.9M | $679.9M | 0.1% | +10.7% |
| Clark Capital Management Group, Inc. | Other | 7.7M | $592.2M | 3.7% | +3.9% |
| OSSIAM | Other | 7.6M | $583.2M | — | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 7.1M | $547.2M | 5.4% | +16.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.1M | $546.5M | 0.8% | -4.5% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 6.8M | $522.6M | 0.7% | +110.6% |
| GREENLEAF TRUST | Other | 6.4M | $489.6M | 4.8% | +17.1% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 6.2M | $477.2M | 3.7% | +14.5% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 6.0M | $461.2M | 29.6% | +1.2% |
| TIG Advisors, LLC ★2 | Fundamental concentrated | 6.0M | $456.3M | 21.8% | +0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.4M | $415.7M | 0.1% | +17.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 5.4M | $411.1M | 0.3% | +31.1% |
| Advance Capital Management, Inc. | Wealth advisor | 5.3M | $403.3M | 15.3% | -14.9% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 5.2M | $399.4M | 8.3% | +6.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.1M | $391.4M | 0.1% | -6.0% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 5.1M | $386.6M | 0.8% | -0.3% |
| Private Advisor Group, LLC | Wealth advisor | 5.0M | $381.7M | 1.8% | +3.7% |
| KHAZANAH NASIONAL BERHAD | — | 5.0M | $381.0M | — | Held |
| Cetera Investment Advisers | Wealth advisor | 4.9M | $372.2M | 0.4% | +9.7% |
| GM Advisory Group, LLC | Wealth advisor | 4.9M | $372.1M | 14.3% | +2.5% |
| Aptus Capital Advisors, LLC | Wealth advisor | 4.7M | $361.1M | 3.0% | +191.2% |
| STATE STREET CORP | Index provider | 4.7M | $358.6M | 0.0% | +73.4% |
| NICOLET BANKSHARES INC | Wealth advisor | 4.6M | $357.2M | 13.2% | +826.3% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 4.5M | $347.8M | 6.8% | +4.9% |
| Independent Advisor Alliance | Wealth advisor | 4.5M | $342.8M | 3.7% | +1498.4% |
| HighTower Advisors, LLC | Diversified mechanical | 4.4M | $334.3M | 0.4% | +2.2% |
| First Command Advisory Services, Inc. | Wealth advisor | 4.3M | $325.5M | 2.2% | +22.5% |
| Gradient Investments LLC | Wealth advisor | 4.2M | $321.3M | 5.0% | +3.9% |
| NorthRock Partners, LLC | Wealth advisor | 4.2M | $318.8M | 5.1% | +9.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.0M | $309.5M | 0.1% | +15.2% |
| Composition Wealth, LLC | Wealth advisor | 4.0M | $305.1M | 4.2% | +24.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.