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Who Owns State Street SPDR Portfolio S&P 500 ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR Portfolio S&P 500 ETF.
Who crossed 5% of SPYM →Managers holding
86
as of 2026-09-30
Reported value
$1.3B
summed across filings
Shares held
14.6M
Added vs trimmed
44 / 33
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Gradient Investments LLCST STR P500ETF4.5M shadded | $407.1M |
| Peterson Wealth Advisors, LLCST STR P500ETF2.5M shadded | $228.2M |
| Farther Finance Advisors, LLCETF902.4K shadded | $81M |
| Avidian Wealth Enterprises, LLCST STR P500ETF862.4K shtrimmed | $77.4M |
| First Heartland Consultants, Inc.PORTFOLIO LR ETF701.6K shadded | $63M |
| Financial Enhancement Group LLCST STR P500ETF620.6K shtrimmed | $56.8M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCST STR P500ETF515.1K shtrimmed | $46.2M |
| Montz Harcus Wealth Management LLCST STR P500ETF462.3K shadded | $41.5M |
| THRYVE WEALTH MANAGEMENT LLCST STR P500ETF388.8K shadded | $34.9M |
| Investors Research CorpST STR P500ETF284.3K shadded | $25.5M |
| Westwind CapitalETF240.1K shtrimmed | $21.6M |
| Balefire, LLCST STR P500ETF239.5K shadded | $21.5M |
| CoreCap Advisors, LLCETF236.2K shadded | $21.2M |
| LEGACY SOLUTIONS, LLCST STR P500ETF230.9K shtrimmed | $20.7M |
| Galvin, Gaustad & Stein, LLCST STR P500ETF168.2K shadded | $15.1M |
| TrueWealth Advisors, LLCST STR P500ETF153.1K shadded | $13.7M |
| Venture Visionary Partners LLCST STR P500ETF134.5K shtrimmed | $12.1M |
| Worth Asset Management, LLCETF132.2K shadded | $11.9M |
| Apeiron RIA LLCST STR P500ETF127.5K shadded | $11.5M |
| TITLEIST ASSET MANAGEMENT, LLCST STR P500ETF83.3K shadded | $7.5M |
| Roan Capital PartnersST STR P500ETF83.1K shadded | $7.5M |
| Cassilly Financial Group LLCST STR P500ETF81.3K shadded | $7.3M |
| ARMSTRONG ADVISORY GROUP, INCST STR P500ETF66.7K shtrimmed | $6M |
| Asempa Wealth AdvisorsST STR P500ETF63.6K shadded | $5.7M |
| HWG Holdings LPCOM63.6K shadded | $5.7M |
| YHB Investment Advisors, Inc.ST STR P500ETF59K shadded | $5.3M |
| COLTON GROOME FINANCIAL ADVISORS, LLCST STR P500ETF57K shadded | $5.1M |
| HF Advisory Group, LLCST STR P500ETF53.8K shadded | $4.8M |
| Emergent Wealth Advisors, LLCST STR P500ETF42.4K shtrimmed | $3.8M |
| Apella Capital, LLCST STR P500ETF37.8K shtrimmed | $3.5M |
| Cooper Financial GroupST STR P500ETF35.4K shadded | $3.2M |
| Frisco Financial Planning LLCExchange Traded Fund29.5K shtrimmed | $2.6M |
| Sound Income Strategies, LLCST STR P500ETF28.9K shtrimmed | $2.6M |
| PUFF WEALTH MANAGEMENT, LLCST STR P500ETF21.7K shadded | $2M |
| Strong Retirement Solutions LLCST STR P500ETF21.6K shadded | $1.9M |
| Wealth Group LtdSPDR PORTFOLIO S&P 500 ETF20.3K shtrimmed | $1.8M |
| MFG WEALTH MANAGEMENT, INC.ST STR P500ETF17.8K shtrimmed | $1.6M |
| TLWMST STR P500ETF16.3K shadded | $1.5M |
| FINANCIAL MANAGEMENT NETWORK INCST STR P500ETF15.3K shtrimmed | $1.4M |
| Weaver Consulting GroupST STR P500ETF15.1K shadded | $1.4M |
| GK Wealth Management LLCST STR P500ETF14.5K shtrimmed | $1.3M |
| Ayalon Insurance Comp Ltd.ETP13.5K shtrimmed | $1.2M |
| BAKER TILLY WEALTH MANAGEMENT, LLCST STR P500ETF12.6K shadded | $1.1M |
| Delta Wealth Advisors LLCST STR P500ETF12.3K shadded | $1.1M |
| Athena Wealth Management, LLCST STR P500ETF12K shtrimmed | $1.1M |
| Mallini Complete Financial Planning LLCETF11.4K sh— | $1M |
| MJT & Associates Financial Advisory Group, Inc.ETF10.4K shtrimmed | $935.5K |
| Shira Ridge Wealth ManagementST STR P500ETF9K shtrimmed | $805.6K |
| Wedmont Private CapitalST STR P500ETF8.8K shadded | $798.5K |
| Valeo Financial Advisors, LLCETF8.7K shtrimmed | $778.8K |
| Acropolis Investment Management, LLCST STR P500ETF8K shadded | $716.8K |
| ROCKLAND TRUST COST STR P500ETF7.6K shadded | $679.1K |
| Castleview Partners, LLCST STR P500ETF7.5K shadded | $673.3K |
| CYPRESS FINANCIAL PLANNING LLCST STR P500ETF7.3K shtrimmed | $657.1K |
| Deane Retirement Strategies, Inc.ETF6.5K shadded | $583.4K |
| Matrix Trust CoST STR P500ETF6K shtrimmed | $542K |
| SigFig Wealth Management, LLCST STR P500ETF5.9K shadded | $525.3K |
| Councilor Wealth, LLCST STR P500ETF5.7K shtrimmed | $514.3K |
| Buska Wealth Management, LLCST STR P500ETF5.7K shadded | $512.6K |
| MOODY NATIONAL BANK TRUST DIVISIONST STR P500ETF5.6K shheld | $505.1K |
| Leverty Financial Group, LLCST STR P500ETF5.4K shadded | $483.9K |
| Heartwood Wealth Advisors LLCETF4.9K shadded | $438.3K |
| INSPIRION WEALTH ADVISORS, LLCST STR P500ETF4.4K shtrimmed | $392.7K |
| Successful Portfolios LLCST STR P500ETF4.2K shadded | $379.3K |
| Plan A Wealth LLCST STR P500ETF3.6K shtrimmed | $320.5K |
| ECLECTIC ASSOCIATES INC /ADVST STR P500ETF3.3K sh— | $300.3K |
| Box Hill Private Wealth LLCST STR P500ETF3.2K shadded | $288.6K |
| TOMPKINS FINANCIAL CORPST STR P500ETF3.1K shtrimmed | $282.4K |
| City Center Advisors, LLCST STR P500ETF2.9K shadded | $263.4K |
| Kaydan Wealth Management, Inc.ST STR P500ETF2.9K shtrimmed | $258.2K |
| Green Ridge Wealth Planning LLCST STR P500ETF2.8K shtrimmed | $249.5K |
| Baring Financial LLCST STR P500ETF2.8K shadded | $247.4K |
| CogentBlue Wealth Advisors, LLCST STR P500ETF2.6K shtrimmed | $235.6K |
| Great Waters Wealth ManagementST STR P500ETF2.6K shadded | $235K |
| Everhart Financial Group, Inc.ST STR P500ETF2.5K shtrimmed | $220K |
| Bullock Wealth Management GroupETF2.2K shtrimmed | $197.9K |
| GAMMA Investing LLCETF1.5K shadded | $138K |
| TOTH FINANCIAL ADVISORY CORPST STR P500ETF1.4K shtrimmed | $128.5K |
| ELEVATION WEALTH PARTNERS, LLCST STR P500ETF1.1K shtrimmed | $98.6K |
| Wealth Enhancement Trust Services, Inc.ST STR P500ETF1.1K shheld | $94.6K |
| Rosenberg Matthew HamiltonETF913 shheld | $82K |
| Pacifica Partners Inc.STATE STREET SPD580 shheld | $52.2K |
| Trust CoETF518 shheld | $46.5K |
| EASTERN BANKST STR P500ETF253 shadded | $22.7K |
| Olistico Wealth, LLCETF128 sh— | $11.5K |
| Davis Capital ManagementETF21 shheld | $1.9K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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