$SPYM is held by 21 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 14.83%, with an average of 2.23% of portfolio. Largest holder: Quantum Financial Planning Services, Inc. at 14.83%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SPDR SERIES TRUST
13F holders
1,552
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 1,552 · Source: 13F-HR01
NorthRock Partners, LLC
—
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02
USS Investment Management Ltd
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03
Cumberland Partners Ltd
—
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04
Crestline Management, LP
—
—
05
Taconic Capital Advisors LP
—
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06
Minneapolis Portfolio Management Group, LLC
—
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07
Sheaff Brock Investment Advisors, LLC
—
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08
Evergreen Capital Management LLC
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09
Marquette Asset Management, LLC
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10
Akuna Securities LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
21 holders · Q1 202601
Quantum Financial Planning Services, Inc.
14.83% held
α +28.9pts
02
GM Advisory Group, LLC
14.33% ↓ 0.6pp
α +16.5pts
03
Walkner Condon Financial Advisors LLC
5.43% NEW
α +23.7pts
04
Legacy Wealth Management, LLC / MS
3.89% NEW
α +14.9pts
05
Fiduciary Alliance LLC
2.16% ↑ +1.9pp
α +16.8pts
06
Collier Financial
1.21% held
α +14.2pts
07
Principal Securities, Inc.
0.97% held
α +21.3pts
08
Corsicana & Co.
0.86% held
α +20.0pts
09
Narus Financial Partners, LLC
0.59% held
α +11.1pts
10
RFG Advisory, LLC
0.55% NEW
α +16.2pts
11
Condor Capital Management
0.54% NEW
α +23.6pts
12
Bradley Foster & Sargent INC
0.37% NEW
α +11.1pts
13
Venture Visionary Partners LLC
0.34% NEW
α +10.3pts
14
Pacific Financial Group Inc.
0.28% NEW
α +14.3pts
15
Courier Capital LLC
0.26% NEW
α +14.9pts
16
Impact Partnership Wealth, LLC
0.17% NEW
α +10.3pts
17
ProVise Management Group, LLC
0.02% held
α +11.2pts
18
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
19
Fulton Bank, N.a.
0.01% held
α +23.8pts
20
Citigroup Inc.
0.00% held
α +26.3pts
21
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SPYM in the recent window.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SPYM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SPYM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:07 UTC.