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 144 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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,736
shares
|
$4.19 Million
0.0% of portfolio
|
Q1 2025
Added 19.8%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
58,018
shares
|
$4.07 Million
0.58% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
55,748
shares
|
$3.91 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
54,068
shares
|
$3.79 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
47,779
shares
|
$3.35 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
45,069
shares
|
$3.16 Million
0.04% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
42,548
shares
|
$2.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Financial Consulate, Inc
|
Jul 17, 2025 Q2 2025 |
41,176
shares
|
$2.89 Million
0.58% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,970
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
39,546
shares
|
$2.77 Million
1.16% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
36,879
shares
|
$2.59 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
31,637
shares
|
$2.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
31,452
shares
|
$2.21 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,076
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
27,650
shares
|
$1.94 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
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,602
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
25,267
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24,088
shares
|
$1.69 Million
0.08% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
22,946
shares
|
$1.61 Million
0.06% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
22,248
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,474
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
17,916
shares
|
$1.26 Million
0.19% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
17,718
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2022
Added 2.82%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
15,415
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|