Institutional Ownership Spdr Index Shs Fds S Spdr Port (SPGM)
This table provides information about the institutional ownership of Spdr Index Shs Fds S Spdr Port (SPGM). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 8.42 Million shares, which have been reported (via 13F filing form) to have a value of $599 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,628,272
shares
|
$187 Million
0.06% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
381,365
shares
|
$27.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
373,490
shares
|
$26.5 Million
7.62% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
359,801
shares
|
$25.6 Million
1.51% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
349,573
shares
|
$24.8 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
278,612
shares
|
$19.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
277,170
shares
|
$19.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
248,288
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
246,783
shares
|
$17.5 Million
16.65% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
241,495
shares
|
$17.2 Million
0.62% of portfolio
|
Q2 2025
Added 179.51%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
170,223
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.5%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
163,800
shares
|
$11.6 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,766
shares
|
$10 Million
0.26% of portfolio
|
Q3 2022
Reduced 36.78%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
129,876
shares
|
$9.23 Million
0.0% of portfolio
|
Q2 2025
Added 35.8%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
119,298
shares
|
$8.48 Million
0.82% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
112,093
shares
|
$7.97 Million
0.36% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
97,278
shares
|
$6.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
88,466
shares
|
$6.29 Million
0.25% of portfolio
|
Q2 2025
Added 85.16%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
86,171
shares
|
$6.12 Million
0.96% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
85,916
shares
|
$6.11 Million
0.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
85,776
shares
|
$6.1 Million
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
85,735
shares
|
$6.09 Million
0.0% of portfolio
|
Q2 2025
Added 43.52%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
80,268
shares
|
$5.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
73,085
shares
|
$5.19 Million
4.42% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
71,054
shares
|
$5.05 Million
0.44% of portfolio
|
Q2 2025
New holding
|