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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
62,389
shares
|
$4.15 Million
0.57% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,736
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
55,748
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
54,598
shares
|
$3.63 Million
0.57% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
54,068
shares
|
$3.59 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
47,779
shares
|
$3.18 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
45,069
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
42,548
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,970
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Consulate, Inc
|
Apr 25, 2025 Q1 2025 |
39,417
shares
|
$2.62 Million
0.65% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
37,960
shares
|
$2.52 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
36,451
shares
|
$2.42 Million
1.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
31,637
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
31,452
shares
|
$2.09 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,076
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
27,650
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 52.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
26,055
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
25,638
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,602
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24,088
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
22,946
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,248
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,474
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
18,344
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2025
Reduced 77.83%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
17,916
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2025
Added 6.71%
|