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Public ownership evidence

State Street SPDR Portfolio S&P 500 ETF (SPYM) Ownership Disclosures

Read SPYM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2960$5,273None
Cornerstone Financial Management LLC2026-03-312026-08-29132$10,103None
Cornerstone Financial Management LLC2025-12-312026-08-29132$10,589None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2956,606$3,722,392None
Corient Private Wealth LP2026-06-302026-08-28145,061$12,748,045None
Redwood Investment Management, LLC2024-12-312026-08-28105,330$7,261,000None
Redwood Investment Management, LLC2025-03-312026-08-28107,438$7,065,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,501$131,917None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,500$114,810None
Legacy Edge Advisors, LLC2025-09-302026-08-2718,243$1,429,157None
HORAN Wealth, LLC2026-06-302026-08-2731,039$2,727,680None
Principia Wealth Advisory, LLC2026-06-302026-08-27871$76,543None
Principia Wealth Advisory, LLC2026-03-312026-08-27587$44,929None
Brown Financial Advisors2026-06-302026-08-27210,791$18,524,278None
Schulz Wealth, LTD.2026-06-302026-08-274,127$362,660None
Dakota Wealth Management2025-09-302026-08-2743,561$3,412,545None
Dakota Wealth Management2025-12-312026-08-2745,775$3,672,060None
Dakota Wealth Management2026-03-312026-08-2748,014$3,675,020None
Redwood Investment Management, LLC2025-06-302026-08-2753,820$3,912,000None
Redwood Investment Management, LLC2025-09-302026-08-2758,536$4,586,000None
Redwood Investment Management, LLC2025-12-312026-08-2767,755$5,435,000None
Financial Insights, Inc.2026-06-302026-08-26542,614$47,684,938None
Kirkwood Financial Services2026-06-302026-08-263,346$294,077None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2688,043$6,738,843None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2661,881$5,438,128None
Strategic Financial Services, Inc.2026-06-302026-08-252,365$207,836None
Bernard Wealth Management Corp.2026-06-302026-08-2231$2,725None
ATX Financial Planning, LLC2026-06-302026-08-2195,848$8,423,165None
Forefront Wealth Partners, LLC2026-06-302026-08-21409,741$36,008,115None
Rehmann Capital Advisory Group2026-06-302026-08-21293,692$25,792,568None
Jackson Wealth Management, LLC2026-06-302026-08-2144,742$3,932,000None
Bullock Wealth Management Group2026-06-302026-08-202,217$194,609None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-205,900$518,492None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2010,125$889,810None
Kingsview Wealth Management, LLC2026-06-302026-08-20250,451$22,009,636None
Prosperitas Financial LLC2026-06-302026-08-205,600$492,128None
Archer Investment Corp2026-06-302026-08-20243,694$21,415,818None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,041,206$91,501,121None
Sankala Group LLC2026-06-302026-08-199,257$836,648None
Beacon Pointe Advisors, LLC2026-06-302026-08-19243,843$21,428,918None
Copia Wealth Management2026-06-302026-08-1963,616$5,590,574None
JDM Financial Group LLC2026-06-302026-08-1940,698$3,576,504None
Capasso Planning Partners LLC2026-06-302026-08-193,694$324,634None
Orion Capital Management LLC2026-06-302026-08-1927,856$2,447,986None
RB Capital Management, LLC2026-06-302026-08-199,803$861,488None
Glenview Trust Co2026-06-302026-08-193,266$287,016None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-19155,008$13,622,138None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-19597,120$52,474,944None
Legacy Edge Advisors, LLC2025-06-302026-08-1819,756$1,436,064None
Legacy Edge Advisors, LLC2025-03-312026-08-1814,645$963,055None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

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John Boozman2026-10-212026-09-09sale$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.