SPDR SERIES TRUST (SPYM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,661
Reporting holders
$105.2B
Reported value
0.1%
Held as options
+113
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $14.6B | 169,823,143 | 5.83% | 11q | +53.4%+$5.1B |
| JPMORGAN CHASE & CO | $5.9B | 67,717,904 | 0.33% | 17q | -2.1%-$127.9M |
| USS Investment Management Ltd | $5.8B | 66,398,232 | 20.95% | 6q | HELD |
| LPL Financial LLC | $5.6B | 63,355,614 | 1.25% | 31q | +8.0%+$412.6M |
| BANK OF AMERICA CORP /DE/ | $4.8B | 54,715,109 | 0.31% | 31q | +51.3%+$1.6B |
| MARSHALL WACE, LLP | $4.1B | 46,869,324 | 3.25% | 2q | -5.6%-$244.4M |
| Allianz Asset Management GmbH | $4.1B | 46,223,571 | 3.62% | 16q | +133.0%+$2.3B |
| Creative Planning | $3.1B | 35,366,422 | 1.82% | 31q | +5.1%+$150.0M |
| Kedalion Capital Management LLP | $3.1B | 35,130,000 | 73.34% | 5q | +96.5%+$1.5B |
| ENVESTNET ASSET MANAGEMENT INC | $2.0B | 22,699,990 | 0.47% | 31q | +12.0%+$214.3M |
| Walleye Capital LLC | $1.8B | 20,509,091 | 6.44% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.8B | 20,075,136 | 0.15% | 28q | +126.0%+$983.6M |
| MORGAN STANLEY | $1.7B | 18,891,230 | 0.09% | 35q | +9.5%+$144.3M |
| EXCHANGE TRADED CONCEPTS, LLC | $1.2B | 13,617,396 | 2.74% | 7q | +118.4%+$648.9M |
| OSSIAM | $1.0B | 11,761,208 | 13.71% | 2q | +54.3%+$363.9M |
| MKP Capital Management, L.L.C. | $1.0B | 11,650,400 | 27.69% | 2q | -14.8%-$177.6M |
| Invesco Ltd. | $931.9M | 10,604,422 | 0.07% | 12q | HELD |
| OneDigital Investment Advisors LLC | $906.0M | 10,309,495 | 7.65% | 31q | +44.2%+$277.8M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $877.9M | 9,989,832 | 3.71% | 5q | HELD |
| National Mutual Insurance Federation of Agricultural Cooperatives | $838.0M | 9,536,000 | 5.48% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $796.3M | 9,061,484 | 0.13% | 31q | +12.0%+$85.5M |
| ROYAL BANK OF CANADA | $747.0M | 8,500,233 | 0.11% | 31q | +181.9%+$482.0M |
| OSAIC HOLDINGS, INC. | $683.9M | 7,781,306 | 0.80% | 26q | +9.0%+$56.5M |
| Clark Capital Management Group, Inc. | $666.8M | 7,587,760 | 3.63% | 13q | -1.9%-$13.2M |
| GREENLEAF TRUST | $615.6M | 7,005,466 | 5.93% | 22q | +9.5%+$53.5M |
| AMERIPRISE FINANCIAL INC | $539.2M | 6,137,684 | 0.11% | 31q | -40.1%-$360.8M |
| RAYMOND JAMES FINANCIAL INC | $539.2M | 6,135,519 | 0.15% | 7q | +13.0%+$61.9M |
| 1900 WEALTH MANAGEMENT LLC | $531.2M | 6,044,624 | 29.58% | 13q | HELD |
| TIG Advisors, LLC | $525.6M | 5,976,701 | 23.28% | 5q | HELD |
| Private Advisor Group, LLC | $523.5M | 5,956,478 | 2.40% | 31q | +19.4%+$85.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $515.0M | 5,860,444 | 0.28% | 31q | +9.1%+$43.0M |
| Wealthspire Advisors, LLC | $509.6M | 5,799,266 | 2.81% | 17q | +671.7%+$443.6M |
| Advocacy Wealth Management, LLC | $507.6M | 5,775,658 | 18.44% | 11q | +45.0%+$157.6M |
| BANK OF MONTREAL /CAN/ | $492.7M | 5,606,004 | 0.16% | 24q | +1829.9%+$467.1M |
| TD PRIVATE CLIENT WEALTH LLC | $484.1M | 5,508,862 | 8.90% | 18q | +5.6%+$25.5M |
| Cetera Investment Advisers | $459.0M | 5,223,357 | 0.42% | 25q | +7.4%+$31.7M |
| Advance Capital Management, Inc. | $453.8M | 5,164,150 | 14.67% | 19q | -2.0%-$9.2M |
| Composition Wealth, LLC | $447.3M | 5,090,408 | 5.25% | 7q | +27.7%+$97.1M |
| Aptus Capital Advisors, LLC | $446.8M | 5,084,065 | 3.06% | 31q | +7.8%+$32.2M |
| NICOLET BANKSHARES INC | $441.8M | 5,001,980 | 14.05% | 3q | +7.8%+$32.1M |
| Financial Engines Advisors L.L.C. | $440.3M | 5,010,116 | 0.78% | 28q | -0.8%-$3.6M |
| First Command Advisory Services, Inc. | $433.6M | 4,934,249 | 2.58% | 7q | +16.0%+$59.9M |
| HighTower Advisors, LLC | $417.7M | 4,753,004 | 0.40% | 31q | +8.8%+$33.9M |
| NATIXIS | $409.9M | 4,671,792 | 1.65% | 3q | -64.9%-$759.1M |
| NorthRock Partners, LLC | $406.8M | 4,629,596 | 5.90% | 10q | +11.2%+$40.9M |
| Gradient Investments LLC | $393.2M | 4,474,804 | 5.43% | 31q | +6.6%+$24.3M |
| NewEdge Advisors, LLC | $387.2M | 4,406,554 | 1.15% | 27q | +112.5%+$205.0M |
| Wealthcare Advisory Partners LLC | $385.9M | 4,391,034 | 7.32% | 31q | -3.4%-$13.4M |
| Tidal Investments LLC | $385.7M | 4,389,368 | 0.67% | 2q | +12.5%+$43.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $341.6M | 3,886,760 | 2.56% | 4q | -2.4%-$8.4M |
| STATE STREET CORP | $337.7M | 3,842,593 | 0.01% | 11q | -18.0%-$74.1M |
| Norinchukin Bank, The | $308.6M | 3,511,270 | 3.00% | 7q | HELD |
| Cerity Partners LLC | $306.9M | 3,492,375 | 0.37% | 13q | +48.8%+$100.7M |
| Mirae Asset Global Investments Co., Ltd. | $304.2M | 3,461,511 | 0.45% | 10q | -44.3%-$242.3M |
| Hills Bank & Trust Co | $299.8M | 3,411,823 | 12.76% | 11q | -3.8%-$11.9M |
| ASSETMARK, INC | $278.0M | 3,163,324 | 0.48% | 25q | +3.6%+$9.7M |
| SCS Capital Management LLC | $276.5M | 3,146,097 | 2.61% | 6q | +1.3%+$3.7M |
| Stadion Money Management, LLC | $273.8M | 3,116,022 | 23.61% | 26q | -5.5%-$15.9M |
| MML INVESTORS SERVICES, LLC | $269.7M | 3,068,715 | 0.55% | 31q | +51.3%+$91.4M |
| AE Wealth Management LLC | $266.1M | 3,027,799 | 1.24% | 29q | +63.9%+$103.7M |
| Larson Financial Group LLC | $264.6M | 3,010,487 | 6.95% | 19q | +14.0%+$32.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $250.5M | 2,850,502 | 12.37% | 15q | +21.6%+$44.6M |
| Global Retirement Partners, LLC | $231.3M | 2,632,322 | 3.54% | 16q | +11.2%+$23.2M |
| BlueCrest Capital Management Ltd | $230.5M | 2,622,607 | 7.59% | new | NEW |
| UBS Group AG | $230.4M | 2,621,733 | 0.03% | 31q | +13.5%+$27.4M |
| Klaas Financial Asset Advisors, LLC | $225.1M | 2,560,881 | 28.04% | 3q | +3.5%+$7.6M |
| Integrated Wealth Concepts LLC | $224.5M | 2,555,063 | 1.09% | 30q | +76.0%+$96.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $222.1M | 2,618,622 | 0.37% | 13q | +4.8%+$10.1M |
| Ascent Group, LLC | $218.3M | 2,484,549 | 6.53% | 19q | +52.9%+$75.6M |
| Peterson Wealth Advisors, LLC | $216.1M | 2,458,693 | 25.54% | 31q | +2.3%+$4.9M |
| SPINNAKER TRUST | $203.2M | 2,312,710 | 9.87% | 9q | +2.0%+$3.9M |
| VICUS CAPITAL | $201.9M | 2,297,092 | 13.03% | 24q | +1.5%+$3.0M |
| Modern Wealth Management, LLC | $198.5M | 2,258,636 | 2.36% | 6q | +84.8%+$91.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $183.0M | 2,082,248 | 0.11% | 24q | +133.7%+$104.7M |
| Ocean Park Asset Management, LLC | $174.8M | 1,989,605 | 8.42% | 4q | -3.9%-$7.1M |
| RiverFront Investment Group, LLC | $168.1M | 1,912,966 | 2.22% | 11q | +53.5%+$58.6M |
| AlphaStar Capital Management, LLC | $163.0M | 1,854,270 | 10.36% | 31q | +2.6%+$4.1M |
| Mariner, LLC | $162.9M | 1,853,216 | 0.17% | 31q | -24.8%-$53.6M |
| UNIVEST FINANCIAL Corp | $161.1M | 1,833,570 | 7.91% | 8q | +1.4%+$2.2M |
| Tennessee Valley Asset Management Partners | $160.5M | 1,826,177 | 17.70% | 20q | +1.3%+$2.1M |
| Sand Hill Global Advisors, LLC | $159.2M | 1,812,084 | 4.79% | 11q | -1.7%-$2.7M |
| KWB Wealth | $151.2M | 1,720,975 | 12.94% | 23q | +55.6%+$54.1M |
| GREAT VALLEY ADVISOR GROUP, INC. | $145.8M | 1,659,104 | 2.30% | 26q | -1.4%-$2.1M |
| RETIREMENT INCOME SOLUTIONS, INC | $141.6M | 1,849,918 | 24.38% | 27q | -0.5%-$732.0K |
| INTACT INVESTMENT MANAGEMENT INC. | $139.7M | 1,589,216 | 3.97% | new | NEW |
| POTOMAC FUND MANAGEMENT INC /ADV | $137.6M | 1,565,618 | 3.46% | 2q | +5039.6%+$134.9M |
| CFS Investment Advisory Services, LLC | $130.6M | 1,490,244 | 8.71% | 20q | +34.2%+$33.3M |
| 3EDGE Asset Management, LP | $129.8M | 1,477,485 | 5.79% | 12q | +28893.0%+$129.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $128.9M | 1,467,006 | 0.16% | 31q | +7.8%+$9.3M |
| Stratos Wealth Partners, LTD. | $128.7M | 1,465,039 | 1.30% | 31q | +14.6%+$16.4M |
| Venturi Wealth Management, LLC | $122.9M | 1,398,369 | 4.75% | new | NEW |
| Signal Advisors Wealth, LLC | $121.1M | 1,378,359 | 6.12% | 11q | +37.4%+$33.0M |
| Kestra Advisory Services, LLC | $116.0M | 1,319,914 | 0.37% | 24q | +19.7%+$19.1M |
| INTEGRITY ALLIANCE, LLC. | $114.7M | 1,305,650 | 3.59% | 7q | +29.5%+$26.1M |
| LVW Advisors, LLC | $109.1M | 1,241,597 | 9.43% | 4q | +7.2%+$7.3M |
| Vertex Planning Partners, LLC | $108.5M | 1,234,572 | 16.11% | 15q | +29.9%+$25.0M |
| ST GERMAIN D J CO INC | $105.7M | 1,203,055 | 3.80% | 21q | +5.8%+$5.8M |
| Crews Bank & Trust | $104.2M | 1,185,830 | 13.60% | 7q | +2.6%+$2.6M |
| Brown Financial Advisory | $101.2M | 1,151,975 | 42.28% | 23q | +6.7%+$6.3M |
| Empower Advisory Group, LLC | $101.2M | 1,151,797 | 0.24% | 11q | -44.1%-$79.8M |
Showing the largest 100 of 1,715 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,661 | $105.2B | 1,201,463,883 | 167 | 795 | 401 | 0.1% |
| Q1 2026 | 1,548 | $77.4B | 1,014,658,022 | 105 | 732 | 410 | 0.2% |
| Q4 2025 | 1,543 | $60.0B | 745,528,589 | 125 | 622 | 416 | 0.4% |
| Q3 2025 | 1,369 | $54.8B | 697,903,186 | 114 | 584 | 398 | 0.3% |
| Q2 2025 | 1,307 | $43.9B | 601,104,071 | 117 | 545 | 409 | 0.5% |
| Q1 2025 | 1,225 | $34.7B | 526,066,495 | 106 | 506 | 387 | 0.3% |
| Q4 2024 | 1,187 | $31.4B | 453,763,079 | 104 | 475 | 324 | 0.2% |
| Q3 2024 | 1,029 | $27.1B | 401,382,474 | 88 | 398 | 348 | 0.1% |
| Q2 2024 | 985 | $23.5B | 366,840,542 | 94 | 407 | 303 | 0.1% |
| Q1 2024 | 907 | $21.1B | 342,368,284 | 98 | 353 | 315 | 0.2% |
| Q4 2023 | 857 | $18.3B | 326,329,241 | 97 | 358 | 233 | 0.2% |
| Q3 2023 | 720 | $12.8B | 253,757,229 | 52 | 319 | 223 | 0.2% |
| Q2 2023 | 703 | $12.3B | 235,982,204 | 80 | 276 | 210 | 0.3% |
| Q1 2023 | 633 | $9.8B | 202,191,386 | 51 | 257 | 199 | 0.6% |
| Q4 2022 | 609 | $8.8B | 195,852,160 | 72 | 220 | 175 | 0.4% |
| 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% |