Who owns State Street SPDR Portfolio S&P 500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPYM from SEC Form 13F filings across 1,731 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,731 institutions disclosed 1.32B shares of State Street SPDR Portfolio S&P 500 ETF worth $115.15B — about 74.6% of shares outstanding; the largest disclosed holder is JONES FINANCIAL COMPANIES LLLP. Source: SEC Form 13F filings, parsed by EvidInvest.
1,731
13F holders
$115.15B
value, 2026 filers
74.6%
of shares outstanding (1.32B sh)
233
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPYM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 169.8M | $14.56B | 5.8% | 9.6% | +53.4% |
| 2 | Betterment LLC | 97.9M | $8.60B | 14.5% | 5.5% | +6.8% |
| 3 | JPMORGAN CHASE & CO | 67.7M | $5.90B | 0.3% | 3.8% | -2.1% |
| 4 | USS Investment Management Ltd | 66.4M | $5.83B | 21.0% | 3.8% | 0.0% |
| 5 | LPL Financial LLC | 63.4M | $5.57B | 1.3% | 3.6% | +8.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 54.7M | $4.81B | 0.3% | 3.1% | +51.3% |
| 7 | MARSHALL WACE, LLP | 46.9M | $4.12B | 3.3% | 2.7% | -5.6% |
| 8 | Allianz Asset Management GmbH | 46.2M | $4.06B | 3.3% | 2.6% | +133.0% |
| 9 | Creative Planning | 35.4M | $3.11B | 1.8% | 2% | +5.1% |
| 10 | Kedalion Capital Management LLP | 35.1M | $3.09B | 73.3% | 2% | +96.5% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 22.7M | $1.99B | 0.5% | 1.3% | +12.0% |
| 12 | Walleye Capital LLCNEW | 20.5M | $1.80B | 6.4% | 1.2% | new |
| 13 | GOLDMAN SACHS GROUP INC | 20.1M | $1.76B | 0.2% | 1.1% | +126.0% |
| 14 | MORGAN STANLEY | 18.9M | $1.66B | 0.1% | 1.1% | +9.5% |
| 15 | OSSIAM | 11.8M | $1.03B | 13.7% | 0.7% | +54.3% |
| 16 | MKP Capital Management, L.L.C. | 11.7M | $1.02B | 27.7% | 0.7% | -14.8% |
| 17 | Invesco Ltd. | 10.6M | $931.9M | 0.1% | 0.6% | 0.0% |
| 18 | OneDigital Investment Advisors LLC | 10.3M | $906.0M | 7.6% | 0.6% | +44.2% |
| 19 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 10.0M | $877.9M | 3.7% | 0.6% | 0.0% |
| 20 | National Mutual Insurance Federation of Agricultural Cooperatives | 9.5M | $838.0M | 5.5% | 0.5% | 0.0% |
| 21 | WELLS FARGO & COMPANY/MN | 9.1M | $796.3M | 0.1% | 0.5% | +124.1% |
| 22 | ROYAL BANK OF CANADA | 8.5M | $747.0M | 0.1% | 0.5% | +181.9% |
| 23 | OSAIC HOLDINGS, INC. | 7.8M | $683.9M | 0.8% | 0.4% | +9.0% |
| 24 | Clark Capital Management Group, Inc. | 7.6M | $666.8M | 3.6% | 0.4% | -1.9% |
| 25 | GREENLEAF TRUST | 7.0M | $615.6M | 5.9% | 0.4% | +9.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.