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 143 institutions that hold shares in the stock, with a total of 9.45 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,156
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
14,621
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
13,699
shares
|
$961,121
0.15% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,694
shares
|
$960,771
0.01% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
13,370
shares
|
$938,039
0.0% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,900
shares
|
$905,064
0.0% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
12,398
shares
|
$869,843
0.44% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
11,677
shares
|
$819,258
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,991
shares
|
$771,128
0.01% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
10,282
shares
|
$721,385
0.07% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
10,237
shares
|
$718,227
0.14% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
10,195
shares
|
$715,281
0.32% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,091
shares
|
$707,984
0.08% of portfolio
|
Q2 2025
Reduced 44.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,081
shares
|
$707,282
0.0% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
9,483
shares
|
$665,327
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
9,412
shares
|
$660,345
0.01% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
9,339
shares
|
$655,224
0.16% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
9,189
shares
|
$644,700
0.29% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,712
shares
|
$611,233
0.14% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,508
shares
|
$596,921
0.05% of portfolio
|
Q4 2023
Added 32.63%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
8,449
shares
|
$592,781
0.12% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
7,953
shares
|
$557,982
0.0% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,591
shares
|
$532,584
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,446
shares
|
$522,411
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
7,367
shares
|
$516,868
0.03% of portfolio
|
Q1 2025
Added 12.59%
|