SPYM Institutional Ownership
State Street SPDR Portfolio S&P 500 ETF
1W: -0.2%
1M: +0.8%
3M: +2.4%
YTD: +12.7%
1Y: +15.2%
3Y: +81.3%
5Y: +74.0%
$90.60
+0.68 (+0.76%)
Weekly Expected Move ±1.5%
$88
$89
$91
$92
$93
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Dark Pool
Short Interest
Dividends
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Institutional Ownership — SPYM
1,780
Institutional Holders
+65 vs prior quarter
0.0%
Ownership
+0.00pp
106B
Total Invested
204
New Positions
887
Increased
516
Reduced
52
Closed
0.86
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1879 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 169,823,143 | 15.4B | +59,141,143 | +53.4% | 11Q | SEC ↗ |
| 2 | Betterment LLC | 97,881,145 | 8.9B | +6,254,289 | +6.8% | 19Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 67,717,904 | 6.1B | -1,467,538 | -2.1% | 17Q | SEC ↗ |
| 4 | USS Investment Management Ltd | 66,398,232 | 6.0B | — | +0.0% | 6Q | SEC ↗ |
| 5 | LPL Financial LLC | 63,355,614 | 5.7B | +4,695,076 | +8.0% | 46Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 54,715,109 | 5.0B | +18,542,208 | +51.3% | 15Q | SEC ↗ |
| 7 | MARSHALL WACE, LLP | 46,869,324 | 4.2B | -2,780,922 | -5.6% | 2Q | SEC ↗ |
| 8 | Allianz Asset Management GmbH | 46,223,571 | 4.2B | +26,382,568 | +133.0% | 16Q | SEC ↗ |
| 9 | Creative Planning | 35,366,422 | 3.2B | +1,707,394 | +5.1% | 35Q | SEC ↗ |
| 10 | Kedalion Capital Management LLP | 35,130,000 | 3.2B | +17,251,000 | +96.5% | 5Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 22,699,990 | 2.1B | +2,438,519 | +12.0% | 32Q | SEC ↗ |
| 12 | Walleye Capital LLC NEW | 20,509,091 | 1.9B | — | +0.0% | 1Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 20,075,136 | 1.8B | +11,192,177 | +126.0% | 15Q | SEC ↗ |
| 14 | MORGAN STANLEY | 18,891,230 | 1.7B | +1,641,458 | +9.5% | 51Q | SEC ↗ |
| 15 | OSSIAM | 11,761,208 | 1.1B | +4,141,276 | +54.3% | 2Q | SEC ↗ |
| 16 | MKP Capital Management, L.L.C. | 11,650,400 | 1.1B | -2,021,300 | -14.8% | 2Q | SEC ↗ |
| 17 | CWM, LLC | 11,255,034 | 1.0B | +895,773 | +8.6% | 18Q | SEC ↗ |
| 18 | Invesco Ltd. | 10,604,422 | $961M | -1,417 | -0.0% | 12Q | SEC ↗ |
| 19 | OneDigital Investment Advisors LLC | 10,309,495 | $934M | +3,160,608 | +44.2% | 31Q | SEC ↗ |
| 20 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 9,989,832 | $905M | — | +0.0% | 5Q | SEC ↗ |
| 21 | National Mutual Insurance Federation o | 9,536,000 | $864M | — | +0.0% | 9Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 9,061,484 | $821M | +5,017,412 | +124.1% | 51Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 8,500,233 | $770M | +5,485,040 | +181.9% | 32Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 7,781,306 | $705M | +642,527 | +9.0% | 26Q | SEC ↗ |
| 25 | Clark Capital Management Group, Inc. | 7,587,760 | $687M | -149,707 | -1.9% | 13Q | SEC ↗ |
| 26 | GREENLEAF TRUST | 7,005,466 | $635M | +609,223 | +9.5% | 22Q | SEC ↗ |
| 27 | EXCHANGE TRADED CONCEPTS, LLC | 6,808,698 | $617M | +573,750 | +9.2% | 5Q | SEC ↗ |
| 28 | AMERIPRISE FINANCIAL INC | 6,137,684 | $556M | +1,015,567 | +19.8% | 16Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 6,135,519 | $556M | +704,576 | +13.0% | 7Q | SEC ↗ |
| 30 | 1900 WEALTH MANAGEMENT LLC | 6,044,624 | $548M | +18,899 | +0.3% | 13Q | SEC ↗ |
| 31 | TIG Advisors, LLC | 5,976,701 | $541M | +16,187 | +0.3% | 5Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 5,956,478 | $540M | +969,594 | +19.4% | 32Q | SEC ↗ |
| 33 | Main Management Fund Advisors LLC NEW | 5,915,320 | $536M | — | +0.0% | 1Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,860,444 | $531M | +489,137 | +9.1% | 31Q | SEC ↗ |
| 35 | Wealthspire Advisors, LLC | 5,799,266 | $525M | +5,047,815 | +671.7% | 17Q | SEC ↗ |
| 36 | Advocacy Wealth Management, LLC | 5,775,658 | $523M | +1,792,918 | +45.0% | 11Q | SEC ↗ |
| 37 | BANK OF MONTREAL /CAN | 5,606,004 | $508M | +5,315,522 | +1829.9% | 24Q | SEC ↗ |
| 38 | TD PRIVATE CLIENT WEALTH LLC | 5,508,862 | $499M | +290,132 | +5.6% | 18Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 5,223,357 | $473M | +360,432 | +7.4% | 25Q | SEC ↗ |
| 40 | Advance Capital Management, Inc. | 5,164,150 | $468M | -104,412 | -2.0% | 19Q | SEC ↗ |
| 41 | Composition Wealth, LLC | 5,090,408 | $461M | +1,104,560 | +27.7% | 7Q | SEC ↗ |
| 42 | Aptus Capital Advisors, LLC | 5,084,065 | $461M | +366,104 | +7.8% | 31Q | SEC ↗ |
| 43 | Financial Engines Advisors L.L.C. | 5,010,116 | $454M | -40,419 | -0.8% | 28Q | SEC ↗ |
| 44 | NICOLET BANKSHARES INC | 5,001,980 | $453M | +363,961 | +7.8% | 3Q | SEC ↗ |
| 45 | First Command Advisory Services, Inc. | 4,934,249 | $447M | +681,758 | +16.0% | 7Q | SEC ↗ |
| 46 | GM Advisory Group, LLC | 4,861,791 | $440M | +116,648 | +2.5% | 20Q | SEC ↗ |
| 47 | NATIXIS ADVISORS, LLC | 4,840,464 | $439M | -1,987,190 | -29.1% | 12Q | SEC ↗ |
| 48 | HighTower Advisors, LLC | 4,753,004 | $431M | +385,632 | +8.8% | 40Q | SEC ↗ |
| 49 | NATIXIS | 4,671,792 | $423M | -8,651,276 | -64.9% | 3Q | SEC ↗ |
| 50 | NorthRock Partners, LLC | 4,629,596 | $419M | +465,087 | +11.2% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Walleye Capital LLC | 20,509,091 | 1.9B |
| Main Management Fund Advisors LLC | 5,915,320 | $536M |
| Global Retirement Partners, LLC | 2,632,322 | $238M |
| BlueCrest Capital Management Ltd | 2,622,607 | $238M |
| INTACT INVESTMENT MANAGEMENT INC. | 1,589,216 | $144M |
| Venturi Wealth Management, LLC | 1,398,369 | $127M |
| AGUR PROVIDENT & TRAINING FUNDS MAN | 1,391,894 | $126M |
| Jupiter Topco LLC | 871,296 | $79M |
| IHT Wealth Management, LLC | 727,035 | $66M |
| Coppell Advisory Solutions LLC | 583,394 | $53M |
| Larry Mathis Financial Planning, LL | 576,387 | $52M |
| Better Way Financial, LLC | 545,492 | $49M |
| Verde Capital Management | 481,395 | $44M |
| FLOW TRADERS U.S. LLC | 447,152 | $41M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 390,890 | $35M |
| Spectrum Advisors, Inc. | 347,425 | $31M |
| Tailwinds Wealth, LLC | 242,040 | $22M |
| Sound Capital Solutions LLC | 218,694 | $20M |
| PRAIRIE ADVISORY, LLC | 217,954 | $20M |
| TOP Private Wealth LLC. | 209,007 | $19M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 21,566,182 | 2.0B |
| Mizuho Bank, Ltd. | 3,170,000 | $287M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEA | 2,102,500 | $190M |
| SOL Capital Management CO | 519,146 | $47M |
| DAIDO LIFE INSURANCE CO | 300,182 | $27M |
| LeClair Wealth Partners LLC | 241,897 | $22M |
| JANE STREET GROUP, LLC | 233,314 | $21M |
| IMC-Chicago, LLC | 221,234 | $20M |
| Jump Financial, LLC | 121,614 | $11M |
| TUDOR INVESTMENT CORP ET AL | 88,346 | $8M |
| Cordatus Wealth Management LLC | 86,997 | $8M |
| COHEN & STEERS, INC. | 50,500 | $5M |
| Cercano Management LLC | 45,151 | $4M |
| Q3 Asset Management | 33,908 | $3M |
| Ascentis Independent Advisors | 33,571 | $3M |
| Cerity Partners Retirement Plan Adv | 26,374 | $2M |
| RFP Financial Group LLC | 25,446 | $2M |
| Momentum Wealth Planning, LLC | 24,064 | $2M |
| Investor's Fiduciary Advisor Networ | 23,875 | $2M |
| Atlas Wealth LLC | 19,620 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +59,141,143 | +53.4% | 169,823,143 |
| Allianz Asset Management GmbH | +26,382,568 | +133.0% | 46,223,571 |
| BANK OF AMERICA CORP /DE | +18,542,208 | +51.3% | 54,715,109 |
| Kedalion Capital Management LLP | +17,251,000 | +96.5% | 35,130,000 |
| GOLDMAN SACHS GROUP INC | +11,192,177 | +126.0% | 20,075,136 |
| Betterment LLC | +6,254,289 | +6.8% | 97,881,145 |
| ROYAL BANK OF CANADA | +5,485,040 | +181.9% | 8,500,233 |
| BANK OF MONTREAL /CAN | +5,315,522 | +1829.9% | 5,606,004 |
| Wealthspire Advisors, LLC | +5,047,815 | +671.7% | 5,799,266 |
| WELLS FARGO & COMPANY/MN | +5,017,412 | +124.1% | 9,061,484 |
| LPL Financial LLC | +4,695,076 | +8.0% | 63,355,614 |
| OSSIAM | +4,141,276 | +54.3% | 11,761,208 |
| OneDigital Investment Advisors LLC | +3,160,608 | +44.2% | 10,309,495 |
| ENVESTNET ASSET MANAGEMENT INC | +2,438,519 | +12.0% | 22,699,990 |
| Advocacy Wealth Management, LLC | +1,792,918 | +45.0% | 5,775,658 |
| Creative Planning | +1,707,394 | +5.1% | 35,366,422 |
| NewEdge Advisors, LLC | +1,650,653 | +59.9% | 4,406,554 |
| MORGAN STANLEY | +1,641,458 | +9.5% | 18,891,230 |
| POTOMAC FUND MANAGEMENT INC /ADV | +1,535,156 | +5039.6% | 1,565,618 |
| Cambridge Investment Research Advis | +1,472,608 | +66.1% | 3,701,184 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NATIXIS | -8,651,276 | -64.9% | 4,671,792 |
| Independent Advisor Alliance | -4,139,143 | -92.4% | 339,955 |
| MARSHALL WACE, LLP | -2,780,922 | -5.6% | 46,869,324 |
| MKP Capital Management, L.L.C. | -2,021,300 | -14.8% | 11,650,400 |
| NATIXIS ADVISORS, LLC | -1,987,190 | -29.1% | 4,840,464 |
| JPMORGAN CHASE & CO | -1,467,538 | -2.1% | 67,717,904 |
| 49 WEALTH MANAGEMENT, LLC | -1,254,185 | -89.0% | 155,008 |
| Empower Advisory Group, LLC | -907,842 | -44.1% | 1,151,797 |
| STATE STREET CORP | -843,190 | -18.0% | 3,842,593 |
| TWO SIGMA INVESTMENTS, LP | -806,700 | -44.0% | 1,025,300 |
| Mariner, LLC | -609,702 | -24.8% | 1,853,216 |
| Forthright Family Wealth Advisory L | -498,566 | -70.4% | 210,002 |
| Jackson Wealth Management, LLC | -493,957 | -91.7% | 44,742 |
| SYKON CAPITAL LLC | -313,745 | -95.2% | 15,744 |
| Encompass More Asset Management | -296,691 | -53.4% | 258,674 |
| Gateway Wealth Partners, LLC | -280,349 | -40.3% | 415,184 |
| Richmond Investment Services, LLC | -222,837 | -47.4% | 246,875 |
| KICKSTAND VENTURES, LLC. | -216,939 | -26.2% | 611,308 |
| Stadion Money Management, LLC | -180,516 | -5.5% | 3,116,022 |
| Eagle Strategies LLC | -170,445 | -18.2% | 766,163 |