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 140 institutions that hold shares in the stock, with a total of 9.76 Million shares, which have been reported (via 13F filing form) to have a value of $630 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
17,357
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 826.2%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,633
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
16,257
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
16,136
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
15,745
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
14,770
shares
|
$953,994
0.03% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,152
shares
|
$849,487
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
13,074
shares
|
$844,449
0.44% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,900
shares
|
$833,211
0.0% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
12,105
shares
|
$781,861
0.15% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,551
shares
|
$746,079
0.01% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,357
shares
|
$733,548
0.0% of portfolio
|
Q3 2024
Added 37.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,991
shares
|
$709,908
0.01% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,485
shares
|
$677,226
0.07% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
10,419
shares
|
$672,963
0.32% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
10,095
shares
|
$652,036
0.17% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,081
shares
|
$651,131
0.0% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,005
shares
|
$646,222
0.0% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
9,740
shares
|
$629,106
0.17% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
9,435
shares
|
$609,406
0.09% of portfolio
|
Q2 2024
Added 100.83%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,947
shares
|
$577,886
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
8,821
shares
|
$569,748
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
8,758
shares
|
$565,679
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
|
$549,725
0.29% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,508
shares
|
$549,531
0.05% of portfolio
|
Q4 2023
Added 32.63%
|