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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
3,357
shares
|
$223,106
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
3,279
shares
|
$217,922
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,275
shares
|
$217,656
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,448
shares
|
$162,694
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,294
shares
|
$152,459
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,211
shares
|
$146,943
0.08% of portfolio
|
Q2 2024
Reduced 94.6%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,937
shares
|
$128,733
0.05% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,753
shares
|
$116,504
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,677
shares
|
$111,453
0.01% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,622
shares
|
$107,798
0.04% of portfolio
|
Q4 2022
Added 14.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,285
shares
|
$85,401
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,264
shares
|
$84,005
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,246
shares
|
$82,809
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,031
shares
|
$68,520
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
734
shares
|
$48,781
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
528
shares
|
$35,090
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
521
shares
|
$34,625
0.02% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
424
shares
|
$28,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
378
shares
|
$25,121
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
373
shares
|
$24,789
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
361
shares
|
$23,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
339
shares
|
$22,529
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
300
shares
|
$19,937
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
233
shares
|
$15,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
229
shares
|
$15,219
0.01% of portfolio
|
Q4 2024
New holding
|