At Holdings Channel, we have reviewed the latest batch of the 55 most recent 13F filings for the 06/30/2026 reporting period, and noticed that SPDR Series Trust – State Street SPDR Portfolio S&P 500 ETF (Symbol: SPYM) was held by 23 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in SPYM positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Syntegra Private Wealth Group LLC
Existing
+4,699,692+$465,991Waddell & Associates LLC
NEW
+30,153+$2,133S. R. Schill & Associates
Existing
+1,237,624+$40,759Independent Financial Group LLC
Existing
+36,291+$7,622Fifth Third Securities Inc.
Existing
+77,675+$58,759Westwind Capital
Existing
+9,752+$3,552Tompkins Financial Corp
NEW
+520,870+$39,720Park National Corp OH
NEW
+7,411+$5,459Secure Asset Management LLC
Existing
+27,623+$2,944TCP Asset Management LLC
Existing
+126,397+$9,978Vertex Investment Solutions Co. Ltd.
NEW
+15,500+$2,077,794Cliftonlarsonallen Wealth Advisors LLC
NEW
+21,026+$1,848DB Fitzpatrick & Co Inc
Existing
UNCH$UNCHAsset Allocation & Management Company LLC
NEW
+840,631+$22,033Winebrenner Capital Management LLC
NEW
+47,288+$2,359Embree Financial Group
Existing
+6,439+$824Cerro Pacific Wealth Advisors LLC
Existing
–11+$49Rainier Family Wealth Inc.
Existing
+394,102+$20,121Keudell Morrison Wealth Management
NEW
+44,963+$4,781Gemmer Asset Management LLC
NEW
+1,303,520+$53,517Wealth Care LLC
NEW
+28,390+$1,694FSM Wealth Advisors LLC
NEW
+48,866+$3,320Range Financial Group LLC
Existing
+77,071+$6,089Aggregate Change:
+9,601,273+$2,831,346
In terms of shares owned, we count 10 of the above funds having increased existing SPYM positions from 03/31/2026 to 06/30/2026, with 1 having decreased their position and 11 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SPYM share count in the aggregate among all of the funds which held SPYM at the 06/30/2026 reporting period (out of the 898 we looked at in total). We then compared that number to the sum total of SPYM shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for SPYM. We found that between these two periods, funds increased their holdings by 2,780,709 shares in the aggregate, from 27,006,097 up to 29,786,806 for a share count increase of approximately 10.30%. The overall top three funds holding SPYM on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like SPDR Series Trust – State Street SPDR Portfolio S&P 500 ETF (Symbol: SPYM).
