Holding · 2026 Q2 · vs 2026 Q1
SPYM
SPDR Series Trust ST STR P500ETF
- Reported value
- $115.4B
- Holders
- 1,451
- JONES FINANCIAL COMPANIES LLLP+53%+$5.1B
- Allianz Asset Management+133%+$2.3B
- BANK OF AMERICA /DE+51%+$1.6B
- NATIXIS-65%-$759.1M
- Independent Advisor Alliance-92%-$363.7M
- MARSHALL WACE-6%-$244.4M
- Walleye Capital1.6%$1.8B
- Main Management Fund Advisors0.5%$520.0M
- Global Retirement Partners0.2%$231.3M
- MILLENNIUM MANAGEMENT1.9%$1.7B
- CWM1.0%$861.5M
- GM Advisory Group0.4%$372.1M
+35.6% · +$30.3B
+110 · 172 in · 62 out
Added · trimmed
Opened · exited
Reported value trail
53 quarters on file · 2013 Q2 to 2026 Q2
2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2
Holders
Top 180 of 1,451 holders · 91% of reported value
CutAdded· vs 2026 Q1
JONES FINANCIAL COMPANIES LLLP$14.6B▲ +$6.3BBetterment$8.6B▲ +$1.6BJPMORGAN CHASE$5.9B▲ +$757.6MUSS Investment Management$5.8B▲ +$751.0MLPL Financial$5.6B▲ +$1.1BBANK OF AMERICA /DE$4.8B▲ +$2.0BMARSHALL WACE$4.1B▲ +$318.6MAllianz Asset Management$4.1B▲ +$2.5BCreative Planning$3.1B▲ +$531.7MKedalion Capital Management$3.1B▲ +$1.7BENVESTNET ASSET MANAGEMENT$2.0B▲ +$444.1MWalleye Capital$1.8B▲ New holderGOLDMAN SACHS GROUP$1.8B▲ +$1.1BMORGAN STANLEY$1.7B▲ +$339.9MOSSIAM$1.0BMKP Capital Management$1.0BInvesco$931.9MOneDigital Investment Advisors$906.0MNISSAY ASSET MANAGEMENT /JAPAN$877.9MNational Mutual Insurance Federation of Agricultural Cooperatives$838.0MWELLS FARGO & /MN$796.3MROYAL BANK OF CANADA$747.0MOSAIC HOLDINGS$683.9MClark Capital Management Group$666.8MCambridge Investment Research Advisors$650.0MGREENLEAF TRUSTEXCHANGE TRADED CONCEPTSAMERIPRISE FINANCIALRAYMOND JAMES FINANCIAL1900 WEALTH MANAGEMENTTIG AdvisorsPrivate Advisor GroupMain Management Fund AdvisorsNORTHWESTERN MUTUAL WEALTH MANAGEMENTWealthspire AdvisorsAdvocacy Wealth ManagementBANK OF MONTREAL /CANTD PRIVATE CLIENT WEALTHCetera Investment AdvisersAdvance Capital ManagementComposition WealthAptus Capital AdvisorsNICOLET BANKSHARESFinancial Engines AdvisorsFirst Command Advisory ServicesNATIXIS ADVISORSHighTower AdvisorsNATIXISNorthRock PartnersGradient InvestmentsNewEdge AdvisorsWealthcare Advisory PartnersTidal InvestmentsCapital AnalystsVANTAGEPOINT INVESTMENT ADVISERSSTATE STREETNorinchukin BankCerity PartnersMirae Asset Global InvestmentsHills Bank & TrustASSETMARKSCS Capital ManagementStadion Money ManagementMML INVESTORS SERVICESAE Wealth ManagementLarson Financial GroupC2P Capital Advisory Group, d.b.a. Prosperity Capital AdvisorsGlobal Retirement PartnersBlueCrest Capital ManagementUBS GroupKlaas Financial Asset AdvisorsIntegrated Wealth ConceptsWEALTH ENHANCEMENT ADVISORY SERVICESAscent GroupPeterson Wealth AdvisorsSPINNAKER TRUSTVICUS CAPITALModern Wealth ManagementOcean Park Asset ManagementRiverFront Investment GroupAlphaStar Capital ManagementMarinerUNIVEST FINANCIALTennessee Valley Asset Management PartnersSand Hill Global Advisors
Stakes added · vs 2026 Q1
Ranked by what the shares are worth
- JONES FINANCIAL COMPANIES LLLP$14.6B held · 5.8% of its book · +53% of shares+$5.1B
- Allianz Asset Management GmbH$4.1B held · 4.2% of its book · +133% of shares+$2.3B
- BANK OF AMERICA CORP /DE/$4.8B held · 0.3% of its book · +51% of shares+$1.6B
- Kedalion Capital Management LLP$3.1B held · 73.3% of its book · +96% of shares+$1.5B
- GOLDMAN SACHS GROUP INC$1.8B held · 0.2% of its book · +126% of shares+$983.6M
- Betterment LLC$8.6B held · 14.5% of its book · +7% of shares+$549.6M
- ROYAL BANK OF CANADA$747.0M held · 0.1% of its book · +182% of shares+$482.0M
- BANK OF MONTREAL /CAN/$492.7M held · 0.2% of its book · +1830% of shares+$467.1M
- Cambridge Investment Research Advisors, Inc.$650.0M held · 0.7% of its book · +232% of shares+$454.3M
- Wealthspire Advisors, LLC$509.6M held · 2.8% of its book · +672% of shares+$443.6M
- WELLS FARGO & COMPANY/MN$796.3M held · 0.1% of its book · +124% of shares+$440.9M
- LPL Financial LLC$5.6B held · 1.3% of its book · +8% of shares+$412.6M
- OSSIAM$1.0B held · 13.7% of its book · +54% of shares+$363.9M
- OneDigital Investment Advisors LLC$906.0M held · 7.7% of its book · +44% of shares+$277.8M
- ENVESTNET ASSET MANAGEMENT INC$2.0B held · 0.5% of its book · +12% of shares+$214.3M
- Advocacy Wealth Management, LLC$507.6M held · 18.4% of its book · +45% of shares+$157.6M
- Creative Planning$3.1B held · 1.8% of its book · +5% of shares+$150.0M
- NewEdge Advisors, LLC$387.2M held · 1.2% of its book · +60% of shares+$145.1M
- MORGAN STANLEY$1.7B held · 0.1% of its book · +10% of shares+$144.3M
- POTOMAC FUND MANAGEMENT INC /ADV$137.6M held · 3.5% of its book · +5040% of shares+$134.9M
- 3EDGE Asset Management, LP$129.8M held · 5.8% of its book · +28893% of shares+$129.4M
- AE Wealth Management LLC$266.1M held · 1.2% of its book · +64% of shares+$103.7M
- Cerity Partners LLC$306.9M held · 0.4% of its book · +49% of shares+$100.7M
- Composition Wealth, LLC$447.3M held · 5.3% of its book · +28% of shares+$97.1M
- Integrated Wealth Concepts LLC$224.5M held · 1.1% of its book · +76% of shares+$96.9M
- MML INVESTORS SERVICES, LLC$269.7M held · 0.6% of its book · +51% of shares+$91.5M
- Modern Wealth Management, LLC$198.5M held · 2.4% of its book · +85% of shares+$91.1M
- AMERIPRISE FINANCIAL INC$539.2M held · 0.1% of its book · +20% of shares+$89.2M
- Private Advisor Group, LLC$523.5M held · 2.4% of its book · +19% of shares+$85.2M
- Ascent Group, LLC$218.3M held · 6.5% of its book · +53% of shares+$75.6M
- Marks Group Wealth Management, Inc$98.3M held · 8.6% of its book · +310% of shares+$74.3M
- Vise Technologies, Inc.$71.2M held · 0.8% of its book · +706% of shares+$62.4M
- RAYMOND JAMES FINANCIAL INC$539.2M held · 0.1% of its book · +13% of shares+$61.9M
- First Command Advisory Services, Inc.$433.6M held · 2.6% of its book · +16% of shares+$59.9M
- Waterloo Capital, L.P.$74.8M held · 4.2% of its book · +368% of shares+$58.9M
- RiverFront Investment Group, LLC$168.1M held · 2.2% of its book · +53% of shares+$58.6M
- OSAIC HOLDINGS, INC.$683.9M held · 0.8% of its book · +9% of shares+$56.5M
- CreativeOne Wealth, LLC$85.4M held · 1.8% of its book · +190% of shares+$55.9M
- KWB Wealth$151.2M held · 12.9% of its book · +56% of shares+$54.1M
- GREENLEAF TRUST$615.6M held · 5.9% of its book · +10% of shares+$53.5M
- EXCHANGE TRADED CONCEPTS, LLC$598.3M held · 3.0% of its book · +9% of shares+$50.4M
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$250.5M held · 12.4% of its book · +22% of shares+$44.6M
- Thrivent Financial for Lutherans$106.0M held · 0.2% of its book · +72% of shares+$44.3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$515.0M held · 0.3% of its book · +9% of shares+$43.0M
- Tidal Investments LLC$385.7M held · 0.9% of its book · +13% of shares+$43.0M
- FIDUCIARY FINANCIAL ADVISORS$42.8M held · 4.3% of its book · +4676% of shares+$41.9M
- NorthRock Partners, LLC$406.8M held · 5.9% of its book · +11% of shares+$40.9M
- West Wealth Group, LLC$88.5M held · 14.5% of its book · +79% of shares+$39.1M
- CIBC Bancorp USA Inc.$47.3M held · 0.1% of its book · +405% of shares+$37.9M
- Physician Wealth Advisors, Inc.$94.0M held · 11.2% of its book · +58% of shares+$34.7M
- HighTower Advisors, LLC$417.7M held · 0.4% of its book · +9% of shares+$33.9M
- Beacon Capital Management, LLC$34.7M held · 5.1% of its book · +2671% of shares+$33.4M
- CFS Investment Advisory Services, LLC$130.7M held · 8.7% of its book · +34% of shares+$33.3M
- Signal Advisors Wealth, LLC$121.1M held · 6.3% of its book · +37% of shares+$33.0M
- Larson Financial Group LLC$264.6M held · 7.0% of its book · +14% of shares+$32.5M
- Petix & Botte Co$59.7M held · 12.0% of its book · +117% of shares+$32.2M
- Aptus Capital Advisors, LLC$446.8M held · 3.3% of its book · +8% of shares+$32.2M
- NICOLET BANKSHARES INC$441.8M held · 14.0% of its book · +8% of shares+$32.1M
- Cetera Investment Advisers$459.0M held · 0.4% of its book · +7% of shares+$31.7M
- Mirae Asset Global Investments Co., Ltd.$304.2M held · 0.6% of its book · +11% of shares+$30.9M
- KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$60.7M held · 4.1% of its book · +94% of shares+$29.4M
- Horst & Graben Wealth Management LLC$76.3M held · 10.0% of its book · +62% of shares+$29.3M
- Savant Capital, LLC$54.6M held · 0.2% of its book · +107% of shares+$28.3M
- UBS Group AG$230.4M held · 0.0% of its book · +13% of shares+$27.4M
- Security Financial Services, INC.$87.5M held · 12.1% of its book · +45% of shares+$27.2M
- EP Wealth Advisors, LLC$36.8M held · 0.1% of its book · +251% of shares+$26.3M
- INTEGRITY ALLIANCE, LLC.$114.7M held · 3.6% of its book · +30% of shares+$26.1M
- TD PRIVATE CLIENT WEALTH LLC$484.1M held · 8.9% of its book · +6% of shares+$25.5M
- Vertex Planning Partners, LLC$108.5M held · 16.1% of its book · +30% of shares+$25.0M
- BANK OF NOVA SCOTIA$54.0M held · 0.1% of its book · +84% of shares+$24.7M
- Stonebrook Private Inc.$61.8M held · 11.3% of its book · +66% of shares+$24.5M
- Gradient Investments LLC$393.2M held · 5.4% of its book · +7% of shares+$24.3M
- Equitable Holdings, Inc.$79.6M held · 0.5% of its book · +40% of shares+$22.6M
- STIFEL FINANCIAL CORP$52.6M held · 0.0% of its book · +75% of shares+$22.4M
- Archer Investment Corp$42.8M held · 4.2% of its book · +101% of shares+$21.5M
- One Wealth Advisors, LLC$81.4M held · 9.0% of its book · +36% of shares+$21.4M
- Detalus Advisors, LLC$98.3M held · 19.2% of its book · +28% of shares+$21.2M
- Souders Financial Advisors$22.7M held · 2.3% of its book · +1314% of shares+$21.1M
- Lloyd Advisory Services, LLC.$21.8M held · 8.4% of its book · +1458% of shares+$20.4M
- Sanctuary Advisors, LLC$78.5M held · 0.4% of its book · +33% of shares+$19.7M
- Penserra Capital Management LLC$90.0M held · 0.7% of its book · +27% of shares+$19.2M
- Perennial Investment Advisors, LLC$36.6M held · 2.4% of its book · +110% of shares+$19.2M
- Kestra Advisory Services, LLC$116.0M held · 0.4% of its book · +20% of shares+$19.1M
- HARBOR CAPITAL ADVISORS, INC.$27.0M held · 1.8% of its book · +182% of shares+$17.4M
- Archford Capital Strategies, LLC$31.5M held · 3.2% of its book · +114% of shares+$16.8M
- Lido Advisors, LLC$54.1M held · 0.2% of its book · +44% of shares+$16.6M
- Stratos Wealth Partners, LTD.$128.7M held · 1.3% of its book · +15% of shares+$16.4M
- HighPoint Advisor Group LLC$73.5M held · 2.6% of its book · +28% of shares+$16.1M
- Stillwater Private Wealth, LLC$22.0M held · 14.4% of its book · +271% of shares+$16.1M
- TSA Wealth Managment LLC$50.4M held · 14.3% of its book · +46% of shares+$15.9M
- Cypress Wealth Services, LLC$47.1M held · 5.8% of its book · +50% of shares+$15.6M
- M1 Capital Management LLC$28.5M held · 10.5% of its book · +109% of shares+$14.9M
- DDD Partners, LLC$26.2M held · 1.6% of its book · +130% of shares+$14.8M
- Scarborough Advisors, LLC$45.3M held · 5.2% of its book · +43% of shares+$13.7M
- Hobbs Wealth Management, LLC$31.1M held · 26.3% of its book · +77% of shares+$13.5M
- MERCER GLOBAL ADVISORS INC /ADV$91.5M held · 0.1% of its book · +17% of shares+$13.2M
- Bank of New York Mellon Corp$87.4M held · 0.0% of its book · +17% of shares+$13.0M
- ALBION FINANCIAL GROUP /UT$14.1M held · 0.8% of its book · +739% of shares+$12.4M
- BlackRock, Inc.$72.9M held · 0.0% of its book · +20% of shares+$12.3M
- Lifelong Wealth Advisors, Inc.$82.6M held · 19.5% of its book · +17% of shares+$12.3M
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