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 131 institutions that hold shares in the stock, with a total of 9.89 Million shares, which have been reported (via 13F filing form) to have a value of $611 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
2,366,776
shares
|
$146 Million
0.07% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,312,127
shares
|
$81.1 Million
0.99% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
858,160
shares
|
$53 Million
0.35% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
428,224
shares
|
$26.5 Million
0.05% of portfolio
|
Q2 2024
Added 14.99%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2024 Q2 2024 |
405,811
shares
|
$25.1 Million
1.43% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
379,570
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
375,482
shares
|
$23.2 Million
7.4% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
303,473
shares
|
$18.8 Million
0.05% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
276,479
shares
|
$17.1 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Schaeffer Financial LLC
|
Jul 26, 2024 Q2 2024 |
238,172
shares
|
$14.7 Million
15.71% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
231,409
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Added 40.95%
|
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
230,007
shares
|
$14.2 Million
0.66% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
163,800
shares
|
$10.1 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,766
shares
|
$8.7 Million
0.26% of portfolio
|
Q3 2022
Reduced 36.78%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 18, 2024 Q2 2024 |
121,890
shares
|
$7.53 Million
1.94% of portfolio
|
Q2 2024
Reduced 14.87%
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
114,061
shares
|
$7.05 Million
0.48% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
94,067
shares
|
$5.81 Million
0.32% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
91,602
shares
|
$5.66 Million
0.43% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
91,025
shares
|
$5.62 Million
0.0% of portfolio
|
Q2 2024
Added 18.99%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
85,777
shares
|
$5.3 Million
0.0% of portfolio
|
Q2 2024
Added 40.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
79,940
shares
|
$4.94 Million
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
77,994
shares
|
$4.82 Million
0.01% of portfolio
|
Q2 2024
Added 45.38%
|
|
|
Lvw Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
75,807
shares
|
$4.68 Million
0.68% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
75,044
shares
|
$4.64 Million
0.16% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Barden Capital Management, Inc.
|
Aug 09, 2024 Q2 2024 |
66,541
shares
|
$4.11 Million
3.81% of portfolio
|
Q2 2024
Added 0.47%
|