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SPYM — Spdr Series Trust Institutional Holders · Q3 2026

Who owns Spdr Series Trust (SPYM)? 99 institutions reported holding $1.32B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($407.1M), Peterson Wealth Advisors, LLC ($228.2M), Farther Finance Advisors, LLC ($81.0M).

RankInstitutionValueSharesChange
1Gradient Investments LLC$407.1M4.5MAdded
2Peterson Wealth Advisors, LLC$228.2M2.5MAdded
3Farther Finance Advisors, LLC$81.0M902,351Added
4Avidian Wealth Enterprises, LLC$77.4M862,435Trimmed
5First Heartland Consultants, Inc.$63.0M701,619Added
6Financial Enhancement Group LLC$56.8M620,582Trimmed
7MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$46.2M515,117Trimmed
8Montz Harcus Wealth Management LLC$41.5M462,330Added
9THRYVE WEALTH MANAGEMENT LLC$34.9M388,769Added
10Investors Research Corp$25.5M284,296Added
11Westwind Capital$21.6M240,135Trimmed
12Balefire, LLC$21.5M239,532Added
13CoreCap Advisors, LLC$21.2M236,247Added
14LEGACY SOLUTIONS, LLC$20.7M230,851Trimmed
15Galvin, Gaustad & Stein, LLC$15.1M168,178Added
16TrueWealth Advisors, LLC$13.7M153,125Added
17Venture Visionary Partners LLC$12.1M134,517Trimmed
18Worth Asset Management, LLC$11.9M132,211Added
19Apeiron RIA LLC$11.5M127,546Added
20TITLEIST ASSET MANAGEMENT, LLC$7.5M83,336Added
21Roan Capital Partners$7.5M83,103Added
22Cassilly Financial Group LLC$7.3M81,251Added
23ARMSTRONG ADVISORY GROUP, INC$6.0M66,728Trimmed
24Asempa Wealth Advisors$5.7M63,560Added
25HWG Holdings LP$5.7M63,592Added

Source: SEC Form 13F filings · as of 2026-09-30