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 150 institutions that hold shares in the stock, with a total of 8.42 Million shares, which have been reported (via 13F filing form) to have a value of $599 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
428
shares
|
$30,417
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
376
shares
|
$26,722
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
361
shares
|
$25,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
300
shares
|
$21,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
292
shares
|
$20,752
0.0% of portfolio
|
Q2 2025
Reduced 95.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
233
shares
|
$16,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
229
shares
|
$16,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
221
shares
|
$15,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
219
shares
|
$15,564
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
171
shares
|
$12,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
156
shares
|
$11,086
0.0% of portfolio
|
Q2 2025
Added 126.09%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
129
shares
|
$9,168
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
129
shares
|
$9,168
0.0% of portfolio
|
Q2 2025
Added 37.23%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
97
shares
|
$6,893
0.0% of portfolio
|
Q1 2025
Reduced 98.4%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
80
shares
|
$5,685
0.0% of portfolio
|
Q2 2025
Reduced 78.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
80
shares
|
$5,685
0.0% of portfolio
|
Q1 2025
Reduced 78.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
67
shares
|
$4,761
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
66
shares
|
$4,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
56
shares
|
$3,979
0.0% of portfolio
|
Q1 2025
Reduced 48.62%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$3,269
0.0% of portfolio
|
Q3 2021
Reduced 8.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
14
shares
|
$994
0.0% of portfolio
|
Q4 2023
Reduced 99.0%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
8
shares
|
$568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|