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 |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,551
shares
|
$249,138
0.14% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
3,357
shares
|
$235,527
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,279
shares
|
$230,054
0.02% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,275
shares
|
$229,774
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,448
shares
|
$171,751
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,294
shares
|
$160,947
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,211
shares
|
$155,123
0.08% of portfolio
|
Q2 2024
Reduced 94.6%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,937
shares
|
$135,899
0.05% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,753
shares
|
$122,990
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,680
shares
|
$117,868
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,462
shares
|
$102,573
0.03% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,264
shares
|
$88,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,246
shares
|
$87,419
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,031
shares
|
$72,334
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
855
shares
|
$59,986
0.02% of portfolio
|
Q2 2025
Reduced 33.46%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
734
shares
|
$51,497
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
528
shares
|
$37,044
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
521
shares
|
$36,553
0.02% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
428
shares
|
$30,028
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
378
shares
|
$26,520
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
373
shares
|
$26,169
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
361
shares
|
$25,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
339
shares
|
$23,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
300
shares
|
$21,048
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
233
shares
|
$16,347
0.0% of portfolio
|
Q3 2024
New holding
|