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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

State Street SPDR Portfolio S&P 500 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
60
Value (USD)
$5,273
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SPYM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SPYM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

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

See the complete 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 Boozman2026-09-122026-08-20purchase$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.

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