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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,217
shares
|
$506,344
0.0% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,204
shares
|
$505,432
0.01% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
6,942
shares
|
$487,050
0.03% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,921
shares
|
$485,577
0.0% of portfolio
|
Q1 2025
Added 57.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,872
shares
|
$482,139
0.29% of portfolio
|
Q2 2024
Added 38.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
6,636
shares
|
$465,581
0.08% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,583
shares
|
$461,863
0.0% of portfolio
|
Q1 2025
Reduced 33.09%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,435
shares
|
$451,479
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
6,395
shares
|
$448,673
0.03% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
5,972
shares
|
$418,995
0.2% of portfolio
|
Q2 2025
Reduced 93.87%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
5,953
shares
|
$417,662
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,937
shares
|
$416,539
0.03% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
5,905
shares
|
$414,294
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,024
shares
|
$352,483
0.01% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,947
shares
|
$347,081
0.07% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,799
shares
|
$336,697
0.02% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,784
shares
|
$335,645
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,491
shares
|
$315,088
0.01% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,321
shares
|
$303,161
0.05% of portfolio
|
Q4 2024
Added 14.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,186
shares
|
$293,689
0.0% of portfolio
|
Q1 2025
Reduced 87.48%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
4,026
shares
|
$282,464
0.24% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
3,679
shares
|
$258,118
0.35% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,646
shares
|
$255,803
0.09% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,600
shares
|
$252,576
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,571
shares
|
$250,541
0.05% of portfolio
|
Q4 2024
Added 0.65%
|