Form 13-F position report

SPDR PORTFOLIO S&P 500 ETF (MA

Reported by Americana Partners LLC

ETF profile Manager portfolio Source filing
SPYM CUSIP 78464A854 Manager CIK 0001797678
Latest reported change

Reported 243,107 shares, up 182,445 (300.8%) from the prior quarter.

Reported value 333.7%; share count 300.8% vs. the prior quarter.

Added
% of reported 13F value 1.63% This manager · Q2 2023
Shares 243,107 Quarter-end amount reported
Reported value $12,668,317 Fair value at quarter end
Consecutive quarters held 2 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 30,090 -6,404 (-17.5%) 0.06% $2,700,878 2026-10-28
Q2 2026 Reduced 36,494 -9,397 (-20.5%) 0.07% $3,207,093 2026-08-05
Q1 2026 Reduced 45,891 -687,625 (-93.7%) 0.09% $3,512,497 2026-05-12
Q4 2025 Reduced 733,516 -66,558 (-8.3%) 1.62% $58,842,681 2026-02-06
Q3 2025 Added 800,074 +6,790 (0.9%) 1.89% $62,677,789 2025-10-29
Q2 2025 Added 793,284 +37,966 (5.0%) 1.99% $57,663,839 2025-08-07
Q1 2025 Reduced 755,318 -57,739 (-7.1%) 1.93% $49,669,740 2025-05-12
Q4 2024 Reduced 813,057 -157,686 (-16.2%) 2.29% $56,052,150 2025-01-31
Q3 2024 Added 970,743 +361,670 (59.4%) 4.46% $65,534,873 2024-10-28
Q2 2024 Added 609,073 +333,664 (121.2%) 3.06% $38,980,654 2024-07-30
Q1 2024 Reduced 275,409 -40,424 (-12.8%) 1.41% $16,945,917 2024-05-07
Q4 2023 Added 315,833 +3,650 (1.2%) 1.69% $17,689,531 2024-01-25
Q3 2023 Added 312,183 +69,076 (28.4%) 1.67% $15,473,955 2023-11-07
Q2 2023 Added 243,107 +182,445 (300.8%) 1.63% $12,668,317 2023-07-31
Q1 2023 New 60,662 +60,662 (0.0%) 0.46% $2,920,875 2023-05-08
Institutional context

Who else reported the position

799 managers reported SPDR PORTFOLIO S&P 500 ETF (MA for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Creative Planning Added 25,367,366 +1,216,345 1.76% $1,321,893,434 23 qtrs
LPL Financial LLC Added 20,587,169 +2,661,361 0.77% $1,072,797,358 34 qtrs
Stadion Money Management LLC Added 10,566,241 +1,504,808 35.76% $550,606,819 14 qtrs
JPMorgan Chase & Co Added 7,692,975 +542,314 0.04% $400,880,930 5 qtrs
AE Wealth Management LLC Reduced 6,785,651 -216,014 2.13% $353,600,290 17 qtrs
Clark Capital Management Group Inc New 5,601,165 +5,601,165 2.61% $291,876,731 16 qtrs
Bank of America Corporation Added 5,226,558 +766,920 0.03% $272,355,926 32 qtrs
Financial Engines Advisors L L C Added 5,070,577 +15,741 0.67% $264,227,746 16 qtrs
ADVISOR GROUP HOLDINGS INC Added 5,036,833 +1,224,618 0.47% $262,484,551 14 qtrs
ASSETMARK INC Added 4,400,796 +377,968 0.9% $229,325,491 13 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 31, 2023
Filing type
13F-HR
Position type
PORTFOLIO S&P500

Voting authority reported

Sole
0
Shared
0
None
243,107

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.