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 137 institutions that hold shares in the stock, with a total of 9.36 Million shares, which have been reported (via 13F filing form) to have a value of $610 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
16,789
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
15,599
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
14,983
shares
|
$976,591
0.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
14,642
shares
|
$954,365
0.04% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
13,173
shares
|
$858,616
0.4% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,900
shares
|
$840,822
0.0% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
12,770
shares
|
$832,348
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
12,105
shares
|
$789,003
0.15% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,829
shares
|
$771,014
0.01% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,551
shares
|
$752,894
0.01% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
11,503
shares
|
$749,765
0.09% of portfolio
|
Q4 2024
Added 527.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
11,357
shares
|
$740,249
0.0% of portfolio
|
Q3 2024
Added 37.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,991
shares
|
$716,393
0.01% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,485
shares
|
$683,412
0.07% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
10,368
shares
|
$675,786
0.16% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
10,338
shares
|
$673,830
0.31% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,081
shares
|
$657,079
0.0% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,005
shares
|
$652,125
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
9,483
shares
|
$618,101
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,427
shares
|
$614,451
0.02% of portfolio
|
Q4 2024
Reduced 28.32%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,336
shares
|
$608,520
0.15% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,947
shares
|
$583,165
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
8,765
shares
|
$571,302
0.13% of portfolio
|
Q4 2024
Added 76.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,758
shares
|
$570,846
0.0% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
8,511
shares
|
$554,746
0.29% of portfolio
|
Q3 2024
Added 16.43%
|