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 140 institutions that hold shares in the stock, with a total of 9.76 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,284,769
shares
|
$143 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,312,630
shares
|
$82.4 Million
0.95% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
843,097
shares
|
$52.9 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
418,029
shares
|
$26.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
379,660
shares
|
$23.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
376,351
shares
|
$23.6 Million
7.25% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
349,282
shares
|
$21.9 Million
1.32% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
308,989
shares
|
$19.4 Million
0.04% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
276,479
shares
|
$17.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
239,231
shares
|
$15 Million
15.75% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
213,711
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
163,800
shares
|
$10.3 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
140,766
shares
|
$8.84 Million
0.26% of portfolio
|
Q3 2022
Reduced 36.78%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
119,369
shares
|
$7.49 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
108,743
shares
|
$6.83 Million
1.61% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
95,480
shares
|
$5.99 Million
0.66% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
94,231
shares
|
$5.91 Million
0.32% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
93,333
shares
|
$5.86 Million
0.4% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
89,839
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
81,281
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
80,270
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
79,940
shares
|
$5.02 Million
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
78,806
shares
|
$4.95 Million
0.66% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
70,607
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2024
Added 27.53%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
69,394
shares
|
$4.36 Million
3.99% of portfolio
|
Q3 2024
Added 4.29%
|