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 162 institutions that hold shares in the stock, with a total of 9.66 Million shares, which have been reported (via 13F filing form) to have a value of $734 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
9,705
shares
|
$737,482
0.15% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,687
shares
|
$736,115
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,346
shares
|
$710,202
0.01% of portfolio
|
Q3 2025
Reduced 19.96%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,322
shares
|
$708,378
0.08% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,535
shares
|
$648,574
0.14% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,508
shares
|
$646,522
0.05% of portfolio
|
Q4 2023
Added 32.63%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,024
shares
|
$609,743
0.03% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,571
shares
|
$575,320
0.02% of portfolio
|
Q3 2025
Added 74.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
7,525
shares
|
$571,824
0.03% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,253
shares
|
$551,155
0.0% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,017
shares
|
$533,221
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,872
shares
|
$522,203
0.29% of portfolio
|
Q2 2024
Added 38.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
6,860
shares
|
$521,291
0.02% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
6,450
shares
|
$490,135
0.03% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,435
shares
|
$488,995
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,091
shares
|
$462,855
0.03% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,660
shares
|
$430,103
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,326
shares
|
$404,722
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,102
shares
|
$387,700
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
5,100
shares
|
$387,549
0.07% of portfolio
|
Q3 2025
Added 41.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,049
shares
|
$383,673
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,794
shares
|
$364,296
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,556
shares
|
$346,210
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,359
shares
|
$331,240
0.01% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,332
shares
|
$329,188
0.02% of portfolio
|
Q3 2025
Reduced 25.06%
|
|