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 141 institutions that hold shares in the stock, with a total of 9.58 Million shares, which have been reported (via 13F filing form) to have a value of $637 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,350,692
shares
|
$156 Million
0.06% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,375,241
shares
|
$91.4 Million
0.74% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
431,180
shares
|
$28.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
420,315
shares
|
$27.9 Million
0.01% of portfolio
|
Q1 2025
Added 44.01%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
372,282
shares
|
$24.7 Million
7.03% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
355,189
shares
|
$23.6 Million
1.33% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
354,755
shares
|
$23.6 Million
0.01% of portfolio
|
Q4 2023
Added 18.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
337,242
shares
|
$22.4 Million
0.04% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
283,317
shares
|
$18.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 64.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
253,994
shares
|
$16.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
240,988
shares
|
$16 Million
16.61% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
163,800
shares
|
$10.9 Million
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
143,617
shares
|
$9.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,766
shares
|
$9.36 Million
0.26% of portfolio
|
Q3 2022
Reduced 36.78%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
125,410
shares
|
$8.33 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
101,724
shares
|
$6.76 Million
0.38% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
100,576
shares
|
$6.68 Million
0.0% of portfolio
|
Q1 2025
Added 142.6%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
97,386
shares
|
$6.47 Million
3.01% of portfolio
|
Q1 2025
Added 294.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
95,637
shares
|
$6.36 Million
0.0% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
91,558
shares
|
$6.08 Million
1.08% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
86,400
shares
|
$5.74 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
84,166
shares
|
$5.59 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
83,809
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
73,576
shares
|
$4.89 Million
4.09% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
69,339
shares
|
$4.61 Million
0.01% of portfolio
|
Q4 2024
Added 23.68%
|