# SPDR SERIES TRUST (SPYM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPYM/

- Reporting holders: 91
- Reported value: $1.3B
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $407.1M | 4,535,435 | 5.8% | 32 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $228.2M | 2,542,472 | 26.5% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $81.0M | 902,351 | 0.6% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $77.4M | 862,435 | 2.2% | 20 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $63.0M | 701,619 | 4.2% | 32 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $56.8M | 620,582 | 6.5% | 32 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $46.2M | 515,117 | 6.6% | 17 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $41.5M | 462,330 | 14.5% | 20 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $34.9M | 388,769 | 19.5% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $25.5M | 284,296 | 4.5% | 25 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $21.5M | 239,532 | 3.4% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $21.2M | 236,247 | 0.6% | 19 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $20.7M | 230,851 | 15.8% | 8 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $15.1M | 168,178 | 1.1% | 5 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $13.7M | 153,125 | 3.1% | 18 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $12.1M | 134,517 | 0.3% | 16 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $11.9M | 132,211 | 3.5% | 11 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $11.5M | 127,546 | 2.6% | 20 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $7.5M | 83,336 | 0.5% | 11 |
| [Roan Capital Partners](https://holderbook.com/funds/2124783-roan-capital-partners/) | $7.5M | 83,103 | 5.5% | 3 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $7.3M | 81,251 | 4.9% | 4 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $6.0M | 66,728 | 0.4% | 14 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $5.7M | 63,560 | 4.4% | 4 |
| [HWG Holdings LP](https://holderbook.com/funds/1599390-hwg-holdings-lp/) | $5.7M | 63,592 | 1.3% | 17 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $5.3M | 59,013 | 0.3% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 91 | $1.3B |
| Q2 2026 | 1,727 | $123.8B |
| Q1 2026 | 1,603 | $86.1B |
| Q4 2025 | 1,598 | $68.8B |
| Q3 2025 | 1,427 | $63.1B |
| Q2 2025 | 1,373 | $51.6B |
| Q1 2025 | 1,293 | $41.1B |
| Q4 2024 | 1,258 | $37.1B |
| Q3 2024 | 1,097 | $32.3B |
| Q2 2024 | 1,054 | $28.1B |
| Q1 2024 | 975 | $24.8B |
| Q4 2023 | 925 | $20.6B |