SPMD — STATE STREET SPDR PORTFOLIO S&P
As of Q2 2026, 16 SEC-registered investment managers reported holding SPMD (STATE STREET SPDR PORTFOLIO S&P) in their latest 13F filings, with a combined reported value of $1.28B across 18.97M shares. That is +44.4% by share count (+5.83M shares) versus the previous quarter, while reported value moved +64.7%. Ownership is concentrated: the five largest holders account for 88.1% of reported value and the top ten for 99.2%.
Compared with the prior quarter, 3 opened new positions, 10 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 8.66M | $585.03M | 0.04% | Add |
| Morgan Stanley history | Q2 2026 | 3.89M | $263.05M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.71M | $115.86M | 0.02% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 1.52M | $102.59M | 0.02% | Add |
| Goldman Sachs Group history | Q2 2026 | 920.58K | $62.19M | 0.01% | Hold |
| BlackRock Inc history | Q2 2026 | 729.48K | $49.28M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 732.54K | $49.10M | 0.01% | New |
| AQR Capital Management history | Q2 2026 | 398.86K | $26.95M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 141.68K | $9.57M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 118.60K | $8.01M | 0.01% | New |
| Renaissance Technologies history | Q1 2026 | 76.70K | $4.54M | 0.01% | New |
| BNY Mellon history | Q2 2026 | 56.55K | $3.82M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 52.26K | $3.53M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 16.02K | $1.08M | 0.00% | Hold |
| Millennium Management history | Q2 2024 | 17.48K | $896.88K | 0.00% | New |
| Citadel Advisors history | Q2 2025 | 16.35K | $889.11K | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 11.99K | $810.04K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 9.79K | $661.42K | 0.00% | Add |
| Prudential Financial history | Q1 2024 | 7.00K | $373.38K | 0.00% | Hold |
| Balyasny Asset Management history | Q1 2026 | 6.20K | $367.16K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 732.54K sh · $49.10M
- Two Sigma Investments 118.60K sh · $8.01M
- D. E. Shaw & Co 11.99K sh · $810.04K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 76.70K sh · $4.54M
- Balyasny Asset Management sold 6.20K sh · $367.16K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 284.50K | 312.38K | 355.97K | 170.47K | 194.20K | 208.21K | 278.07K | 224.29K | 286.78K | 289.56K | 1.46M | 399.31K | 444.78K | 1.46M | 1.88M | 1.87M | 2.23M | 1.95M | 1.93M | 8.66M |
| Morgan Stanley | 724.60K | 912.84K | 942.69K | 1.08M | 1.15M | 1.01M | 1.09M | 2.55M | 2.63M | 2.91M | 3.09M | 2.01M | 2.06M | 2.23M | 2.63M | 2.98M | 3.19M | 9.82M | 3.80M | 3.89M |
| UBS Group AG | 311.77K | 313.38K | 1.11M | 316.53K | 402.56K | 350.12K | 342.33K | 369.88K | 383.61K | 485.75K | 387.56K | 357.83K | 377.13K | 394.37K | 1.09M | 1.43M | 1.43M | 1.46M | 3.84M | 1.71M |
| Wells Fargo & Co | 635.24K | 1.14M | 1.34M | 787.41K | 739.32K | 722.56K | 720.98K | 780.47K | 766.39K | 840.95K | 630.39K | 627.11K | 638.19K | 696.30K | 653.47K | 637.64K | 783.98K | 1.21M | 1.44M | 1.52M |
| Goldman Sachs Group | 70.58K | 112.36K | 118.52K | 113.75K | 99.52K | 85.64K | 86.53K | 86.53K | 90.19K | 168.56K | 90.49K | 90.84K | 107.98K | 322.49K | 1.44M | 903.14K | 908.05K | 906.46K | 921.27K | 920.58K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.61K | 12.48K | 12.47K | 94.02K | 253.91K | 508.21K | 729.48K |
| JPMorgan Chase & Co | — | — | 208.42K | 111.58K | 76.92K | 96.44K | 26.71K | 33.25K | 108.12K | 53.59K | 67.27K | 88.08K | 132.21K | 140.55K | 122.48K | 142.91K | 167.41K | 229.42K | — | 732.54K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 19.21K | 23.07K | 11.89K | 31.27K | 36.07K | 50.45K | 144.14K | 170.36K | 186.60K | 363.39K | 398.86K |
| Northern Trust Corp | 81.84K | 81.84K | 81.84K | 79.14K | 85.18K | 89.77K | 90.66K | 88.59K | 127.36K | 127.36K | 121.64K | 117.81K | 117.77K | 118.41K | 108.97K | 186.41K | 179.80K | 137.32K | 137.89K | 141.68K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | 26.50K | — | — | — | — | — | — | 118.60K |
| BNY Mellon | — | 34.30K | 28.29K | — | — | 36.15K | — | — | — | — | 7.18K | — | — | 7.95K | 16.98K | 38.25K | 40.73K | 45.03K | 48.85K | 56.55K |
| Fidelity Management & Research (FMR) | 2.65K | 3.67K | 4.65K | 6.41K | 4.78K | 4.77K | 5.42K | 4.84K | 5.01K | 6.07K | 10.60K | 18.48K | 19.67K | 32.02K | 28.97K | 32.23K | 35.47K | 37.61K | 42.37K | 52.26K |
| Franklin Resources | — | — | — | — | — | — | 5.02K | 5.02K | 5.02K | 5.02K | 5.02K | 5.02K | 5.37K | 5.37K | 16.02K | 17.02K | 17.02K | 16.02K | 16.02K | 16.02K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | 41.69K | 58.71K | — | — | — | — | — | — | 11.99K |
| PNC Financial Services | 470 | 470 | 470 | 470 | 470 | 470 | 470 | 1.77K | 1.77K | 4.03K | 7.38K | 42.35K | 7.78K | 7.53K | 11.96K | 8.98K | 10.21K | 9.31K | 8.83K | 9.79K |
| Citigroup Inc | — | — | 2.07K | 477 | 75 | 8 | 12 | 17 | 11 | 16 | 541 | 10 | 760 | 4 | 30 | 3 | — | 133 | 174 | 256 |
| Renaissance Technologies | 16.10K | 29.20K | 43.40K | 27.40K | 16.10K | 19.90K | — | 4.60K | 12.10K | 23.20K | 5.10K | 3.90K | 4.30K | 38.70K | 5.40K | 25.60K | 10.10K | — | 76.70K | — |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.20K | — |
| Vanguard Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.45K | — | — |
| Citadel Advisors | 16.88K | 18.98K | — | — | 85.29K | 56.79K | — | 56.97K | 140.03K | 47.59K | 175.18K | 118.74K | 47.68K | 71.83K | 84.49K | 16.35K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details