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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,508
shares
|
$554,551
0.05% of portfolio
|
Q4 2023
Added 32.63%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,204
shares
|
$469,556
0.01% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
6,951
shares
|
$453,066
0.11% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,872
shares
|
$447,916
0.29% of portfolio
|
Q2 2024
Added 38.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,870
shares
|
$447,786
0.03% of portfolio
|
Q2 2024
Added 3.71%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,782
shares
|
$442,050
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,571
shares
|
$428,297
0.01% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,435
shares
|
$419,433
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
6,325
shares
|
$412,263
0.03% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
6,207
shares
|
$404,572
0.0% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,073
shares
|
$395,838
0.03% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,802
shares
|
$378,174
0.02% of portfolio
|
Q3 2024
Added 41.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,784
shares
|
$311,821
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,752
shares
|
$309,735
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,676
shares
|
$304,781
0.07% of portfolio
|
Q4 2024
Added 322.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,271
shares
|
$278,383
0.01% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,264
shares
|
$277,927
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
4,264
shares
|
$277,927
0.14% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,790
shares
|
$247,032
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
3,679
shares
|
$239,797
0.29% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,548
shares
|
$231,258
0.05% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,548
shares
|
$231,258
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
3,279
shares
|
$213,725
0.01% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,275
shares
|
$213,464
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,240
shares
|
$211,183
0.16% of portfolio
|
Q3 2024
Reduced 45.37%
|