SPDR SERIES TRUST (SPYM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
91
Reporting holders
$1.3B
Reported value
0.0%
Calls
0.0%
Puts
-1,636
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $407.1M | 4,535,435 | 5.82% | 32q | +1.4%+$5.4M |
| Peterson Wealth Advisors, LLC | $228.2M | 2,542,472 | 26.48% | 32q | +3.4%+$7.5M |
| Farther Finance Advisors, LLC | $81.0M | 902,351 | 0.57% | 16q | +48.6%+$26.5M |
| Avidian Wealth Enterprises, LLC | $77.4M | 862,435 | 2.16% | 20q | -11.4%-$9.9M |
| First Heartland Consultants, Inc. | $63.0M | 701,619 | 4.19% | 32q | +2.7%+$1.7M |
| Financial Enhancement Group LLC | $56.8M | 620,582 | 6.52% | 32q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $46.2M | 515,117 | 6.58% | 17q | -1.9%-$896.7K |
| Montz Harcus Wealth Management LLC | $41.5M | 462,330 | 14.55% | 20q | +1.8%+$740.2K |
| THRYVE WEALTH MANAGEMENT LLC | $34.9M | 388,769 | 19.47% | 4q | +2.4%+$834.4K |
| Investors Research Corp | $25.5M | 284,296 | 4.48% | 25q | +9.0%+$2.1M |
| Balefire, LLC | $21.5M | 239,532 | 3.38% | 14q | +35.2%+$5.6M |
| CoreCap Advisors, LLC | $21.2M | 236,247 | 0.61% | 19q | +4.4%+$902.3K |
| LEGACY SOLUTIONS, LLC | $20.7M | 230,851 | 15.83% | 8q | HELD |
| Galvin, Gaustad & Stein, LLC | $15.1M | 168,178 | 1.14% | 5q | +144.3%+$8.9M |
| TrueWealth Advisors, LLC | $13.7M | 153,125 | 3.09% | 18q | +493.8%+$11.4M |
| Venture Visionary Partners LLC | $12.1M | 134,517 | 0.32% | 16q | -0.9%-$107.1K |
| Worth Asset Management, LLC | $11.9M | 132,211 | 3.46% | 11q | +16.9%+$1.7M |
| Apeiron RIA LLC | $11.5M | 127,546 | 2.61% | 20q | +23.3%+$2.2M |
| TITLEIST ASSET MANAGEMENT, LLC | $7.5M | 83,336 | 0.48% | 11q | +61.8%+$2.9M |
| Roan Capital Partners | $7.5M | 83,103 | 5.46% | 3q | +11.8%+$785.6K |
| Cassilly Financial Group LLC | $7.3M | 81,251 | 4.90% | 4q | -47.9%-$6.7M |
| ARMSTRONG ADVISORY GROUP, INC | $6.0M | 66,728 | 0.36% | 14q | HELD |
| Asempa Wealth Advisors | $5.7M | 63,560 | 4.36% | 4q | +9.5%+$494.0K |
| HWG Holdings LP | $5.7M | 63,592 | 1.32% | 17q | +44.6%+$1.8M |
| YHB Investment Advisors, Inc. | $5.3M | 59,013 | 0.33% | 16q | +5.4%+$272.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $5.1M | 56,957 | 1.20% | 17q | +1.5%+$77.2K |
| HF Advisory Group, LLC | $4.8M | 53,772 | 1.44% | 16q | +1.7%+$79.3K |
| Emergent Wealth Advisors, LLC | $3.8M | 42,364 | 1.99% | 12q | -18.3%-$852.0K |
| Apella Capital, LLC | $3.5M | 37,837 | 0.04% | 15q | -11.7%-$457.5K |
| Cooper Financial Group | $3.2M | 35,369 | 0.25% | 31q | +9.1%+$264.0K |
| Frisco Financial Planning LLC | $2.6M | 29,479 | 2.06% | 8q | -0.7%-$18.9K |
| Sound Income Strategies, LLC | $2.6M | 28,928 | 0.12% | 20q | -15.0%-$464.5K |
| PUFF WEALTH MANAGEMENT, LLC | $2.0M | 21,742 | 1.84% | 5q | +13.0%+$224.8K |
| Strong Retirement Solutions LLC | $1.9M | 21,599 | 1.09% | 4q | +39.5%+$549.1K |
| Wealth Group Ltd | $1.8M | 20,342 | 0.34% | 6q | HELD |
| GoalVest Advisory LLC | $1.8M | 19,690 | 0.31% | 19q | -2.0%-$36.2K |
| MFG WEALTH MANAGEMENT, INC. | $1.6M | 17,801 | 1.16% | 8q | -25.4%-$543.5K |
| TLWM | $1.5M | 16,271 | 0.23% | 32q | +1.5%+$21.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.4M | 15,254 | 0.20% | 24q | -1.5%-$21.0K |
| Weaver Consulting Group | $1.4M | 15,120 | 0.26% | 2q | +12.5%+$150.8K |
| GK Wealth Management LLC | $1.3M | 14,495 | 0.73% | 2q | -31.0%-$585.6K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.1M | 12,575 | 0.22% | 24q | HELD |
| Delta Wealth Advisors LLC | $1.1M | 12,291 | 0.76% | 8q | +4.1%+$43.9K |
| Athena Wealth Management, LLC | $1.1M | 12,044 | 0.78% | 4q | -1.6%-$17.3K |
| Mallini Complete Financial Planning LLC | $1.0M | 11,368 | 0.72% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $935.5K | 10,422 | 0.61% | 7q | HELD |
| Shira Ridge Wealth Management | $805.6K | 8,975 | 0.28% | 16q | -1.1%-$9.0K |
| Wedmont Private Capital | $798.5K | 8,767 | 0.02% | 8q | +7.9%+$58.5K |
| Valeo Financial Advisors, LLC | $778.8K | 8,676 | 0.02% | 4q | -0.7%-$5.7K |
| Acropolis Investment Management, LLC | $716.8K | 7,985 | 0.03% | 16q | -53.8%-$834.0K |
| ROCKLAND TRUST CO | $679.1K | 7,566 | 0.03% | 2q | +2.4%+$16.1K |
| Castleview Partners, LLC | $673.3K | 7,500 | 0.30% | 4q | +11.7%+$70.6K |
| CYPRESS FINANCIAL PLANNING LLC | $657.1K | 7,321 | 0.18% | 18q | -1.1%-$7.2K |
| Defender Capital, LLC. | $646.3K | 7,200 | 0.20% | 2q | HELD |
| Deane Retirement Strategies, Inc. | $583.4K | 6,500 | 0.24% | 31q | +37.6%+$159.5K |
| SigFig Wealth Management, LLC | $525.3K | 5,852 | 0.01% | 4q | +16.2%+$73.1K |
| Councilor Wealth, LLC | $514.3K | 5,729 | 0.21% | 10q | -2.5%-$13.2K |
| Buska Wealth Management, LLC | $512.6K | 5,711 | 0.18% | 6q | +15.7%+$69.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $505.1K | 5,627 | 0.04% | 9q | HELD |
| Leverty Financial Group, LLC | $483.9K | 5,391 | 0.09% | 12q | +2.4%+$11.2K |
| PRIVATE CLIENT SERVICES, LLC | $463.9K | 5,168 | 0.12% | 12q | +47.0%+$148.4K |
| Heartwood Wealth Advisors LLC | $438.3K | 4,883 | 0.03% | 16q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $392.7K | 4,375 | 0.04% | 16q | -2.7%-$11.0K |
| Successful Portfolios LLC | $379.3K | 4,159 | 0.17% | 4q | +1.7%+$6.4K |
| Plan A Wealth LLC | $320.5K | 3,571 | 0.11% | 8q | -13.8%-$51.5K |
| ECLECTIC ASSOCIATES INC /ADV | $300.3K | 3,346 | 0.03% | new | NEW |
| Box Hill Private Wealth LLC | $288.6K | 3,216 | 0.21% | 3q | HELD |
| TOMPKINS FINANCIAL CORP | $282.4K | 3,146 | 0.02% | 2q | -3.5%-$10.3K |
| City Center Advisors, LLC | $263.4K | 2,935 | 0.20% | 5q | +2.8%+$7.1K |
| Kaydan Wealth Management, Inc. | $258.1K | 2,876 | 0.09% | 6q | -1.7%-$4.5K |
| Green Ridge Wealth Planning LLC | $249.5K | 2,780 | 0.10% | 4q | -18.9%-$58.3K |
| Baring Financial LLC | $247.4K | 2,756 | 0.13% | 2q | +13.8%+$30.1K |
| CogentBlue Wealth Advisors, LLC | $235.6K | 2,625 | 0.22% | 8q | -6.1%-$15.3K |
| Great Waters Wealth Management | $235.0K | 2,618 | 0.02% | 3q | HELD |
| Stonebridge Financial Group, LLC | $221.8K | 2,471 | 0.02% | 8q | -52.4%-$244.0K |
| Everhart Financial Group, Inc. | $220.0K | 2,451 | 0.01% | 3q | -15.8%-$41.3K |
| Bullock Wealth Management Group | $197.9K | 2,201 | 0.08% | 11q | -0.7%-$1.4K |
| GAMMA Investing LLC | $138.0K | 1,537 | 0.00% | 5q | +17.8%+$20.8K |
| TOTH FINANCIAL ADVISORY CORP | $128.5K | 1,431 | 0.01% | 17q | -25.8%-$44.6K |
| Planning Strategies Inc. | $107.7K | 1,200 | 0.06% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $98.6K | 1,098 | 0.03% | 8q | -13.9%-$16.0K |
| Wealth Enhancement Trust Services, Inc. | $94.6K | 1,054 | 0.01% | 4q | -50.0%-$94.6K |
| Rosenberg Matthew Hamilton | $82.0K | 913 | 0.01% | 26q | HELD |
| Pacifica Partners Inc. | $52.2K | 580 | 0.02% | 6q | HELD |
| Trust Co | $46.5K | 518 | 0.00% | 3q | HELD |
| EASTERN BANK | $22.7K | 253 | 0.00% | 9q | +160.8%+$14.0K |
| Westwind Capital | $21.6K | 240,135 | 5.06% | 10q | -2.9% |
| Roxbury Financial LLC | $16.9K | 188 | 0.01% | 6q | HELD |
| Olistico Wealth, LLC | $11.5K | 128 | 0.00% | new | NEW |
| Davis Capital Management | $1.9K | 21 | 0.00% | 11q | HELD |
| Ayalon Insurance Comp Ltd. | $1.2K | 13,500 | 0.10% | 5q | -13.8% |
| Versant Capital Management, Inc | $857 | 10 | 0.00% | 16q | HELD |
| Matrix Trust Co | $542 | 6,035 | 0.08% | 2q | -55.5% |
| Noble Wealth Management PBC | $269 | 3 | 0.00% | new | NEW |
| CX Institutional | $84 | 936 | 0.00% | 7q | -38.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 91 | $1.3B | 14,407,227 | 4 | 39 | 30 | 0.0% |
| Q2 2026 | 1,727 | $123.8B | 1,407,274,320 | 177 | 823 | 414 | 0.1% |
| Q1 2026 | 1,603 | $86.1B | 1,126,373,282 | 109 | 753 | 423 | 0.2% |
| Q4 2025 | 1,598 | $68.8B | 854,872,418 | 126 | 644 | 427 | 0.3% |
| Q3 2025 | 1,427 | $63.1B | 803,682,757 | 122 | 601 | 415 | 0.3% |
| Q2 2025 | 1,373 | $51.6B | 707,525,370 | 123 | 568 | 427 | 0.4% |
| Q1 2025 | 1,293 | $41.1B | 623,401,423 | 114 | 532 | 403 | 0.3% |
| Q4 2024 | 1,258 | $37.1B | 537,444,876 | 116 | 497 | 346 | 0.2% |
| Q3 2024 | 1,097 | $32.3B | 478,435,239 | 91 | 422 | 370 | 0.1% |
| Q2 2024 | 1,054 | $28.1B | 439,293,898 | 100 | 435 | 320 | 0.1% |
| Q1 2024 | 975 | $24.8B | 403,747,616 | 106 | 381 | 332 | 0.1% |
| Q4 2023 | 925 | $20.6B | 353,157,794 | 106 | 385 | 250 | 0.1% |
| Q3 2023 | 782 | $14.8B | 277,229,329 | 61 | 341 | 239 | 0.1% |
| Q2 2023 | 763 | $13.4B | 255,603,460 | 89 | 296 | 228 | 0.3% |
| Q1 2023 | 698 | $10.8B | 223,870,895 | 60 | 278 | 221 | 0.5% |
| Q4 2022 | 696 | $10.1B | 223,720,832 | 81 | 254 | 201 | 0.3% |
| Q3 2022 | 624 | $8.8B | 208,474,045 | 51 | 272 | 183 | 0.3% |
| Q2 2022 | 616 | $8.8B | 198,451,461 | 59 | 254 | 189 | 0.2% |
| Q1 2022 | 611 | $9.9B | 186,908,144 | 57 | 265 | 171 | 0.2% |
| Q4 2021 | 593 | $9.6B | 172,878,383 | 57 | 230 | 148 | 0.2% |
| Q3 2021 | 488 | $8.3B | 164,889,359 | 39 | 226 | 125 | 0.1% |
| Q2 2021 | 467 | $7.4B | 146,504,239 | 37 | 204 | 134 | 0.1% |
| Q1 2021 | 457 | $6.3B | 135,307,182 | 46 | 178 | 148 | 0.1% |
| Q4 2020 | 425 | $5.3B | 118,588,236 | 40 | 156 | 130 | 1.1% |
| Q3 2020 | 361 | $4.4B | 112,453,773 | 39 | 134 | 114 | 0.0% |
| Q2 2020 | 342 | $3.7B | 102,395,538 | 47 | 147 | 106 | 0.0% |
| Q1 2020 | 319 | $2.5B | 80,416,976 | 46 | 127 | 106 | 0.0% |
| Q4 2019 | 317 | $2.0B | 52,216,144 | 37 | 115 | 84 | 0.0% |
| Q3 2019 | 251 | $1.4B | 40,038,327 | 35 | 135 | 51 | 0.0% |
| Q2 2019 | 229 | $1.2B | 35,182,147 | 29 | 128 | 38 | 0.0% |
| Q1 2019 | 211 | $1.0B | 30,528,146 | 27 | 98 | 54 | 0.0% |
| Q4 2018 | 195 | $932.5M | 31,690,615 | 4 | 7 | 1 | 0.0% |