STATE STREET SPDR PORTFOLIO SPGM
$85.10
0.0% 52w: $65.63 – $86.67
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data65.6376.1586.67
Jun 20, 2025 Jul 2, 2026
Institutional holders
172
+15 QoQ
13F value
$803.0M
+7.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $265K puts
Institutional value by quarter
Number of holders
Who owns SPGM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.2M | $166.2M | 0.0% | +0.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 2.0M | $151.8M | 0.9% | +15.3% |
| FLOW TRADERS U.S. LLC | Market maker | 913.3K | $69.1M | 2.2% | +4890.9% |
| Independent Advisor Alliance | Wealth advisor | 370.7K | $28.1M | 0.3% | New |
| Peak Financial Management, Inc. | Wealth advisor | 364.4K | $27.6M | 7.0% | -1.4% |
| Private Advisor Group, LLC | Wealth advisor | 258.2K | $19.6M | 0.1% | +1.1% |
| Schaeffer Financial LLC | Wealth advisor | 251.2K | $19.0M | 16.0% | -0.3% |
| Mariner, LLC | Diversified mechanical | 247.3K | $18.7M | 0.0% | -8.4% |
| COMMERCE BANK | Diversified mechanical | 239.8K | $18.2M | 0.1% | +69.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 216.2K | $16.4M | 0.0% | +17.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 181.3K | $13.8M | 0.0% | +23.5% |
| JANE STREET GROUP, LLC | Market maker | 177.4K | $13.4M | 0.0% | +133.0% |
| MORGAN STANLEY | Bank broker | 170.6K | $12.9M | 0.0% | +3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 167.9K | $12.7M | 0.0% | -19.4% |
| Advance Capital Management, Inc. | Wealth advisor | 144.7K | $11.0M | 0.4% | -61.1% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 143.6K | $10.9M | 0.1% | -12.3% |
| Ethos Financial Group, LLC | Wealth advisor | 127.1K | $9.6M | 0.7% | +6.7% |
| Goldstone Financial Group, LLC | Wealth advisor | 107.6K | $8.1M | 0.9% | New |
| Belpointe Asset Management LLC | Wealth advisor | 103.5K | $7.8M | 0.3% | -5.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 98.7K | $7.5M | 0.0% | -4.6% |
| UBS Group AG | Bank broker | 94.1K | $7.1M | 0.0% | +69.5% |
| JPMORGAN CHASE & CO | Bank broker | 89.7K | $6.6M | 0.0% | -1.9% |
| Balentine LLC | Wealth advisor | 77.6K | $5.9M | 0.2% | +3.4% |
| Coastal Bridge Advisors, LLC | Other | 77.2K | $5.8M | 0.4% | +0.1% |
| Barden Capital Management, Inc. | Wealth advisor | 76.8K | $5.8M | 5.0% | +2.2% |
| UNIQUE WEALTH, LLC | Wealth advisor | 75.8K | $5.7M | 0.8% | -2.5% |
| FORONJY FINANCIAL LLC | Wealth advisor | 74.3K | $5.6M | 2.3% | +5.0% |
| Clearstead Advisors, LLC | Wealth advisor | 69.1K | $5.2M | 0.0% | +76.6% |
| Investment Planning Advisors, Inc. | Wealth advisor | 68.8K | $5.2M | 1.4% | +62.6% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 67.1K | $5.1M | 0.6% | +49.8% |
| Destiny Wealth Partners, LLC | Wealth advisor | 62.2K | $4.7M | 0.5% | -2.2% |
| Betterment LLC | Wealth advisor | 56.7K | $4.3M | 0.0% | +456.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 53.2K | $4.0M | 0.0% | +7.7% |
| ACT WEALTH MANAGEMENT, LLC | Wealth advisor | 40.8K | $3.1M | 1.0% | +3.4% |
| Cresset Asset Management, LLC | Wealth advisor | 40.0K | $3.0M | 0.0% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 39.4K | $3.0M | 0.0% | +12.4% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | Wealth advisor | 34.4K | $2.6M | 1.7% | +2.1% |
| CWM, LLC | Wealth advisor | 32.8K | $2.5M | 0.0% | -3.9% |
| Great Waters Wealth Management | Wealth advisor | 31.5K | $2.4M | 0.3% | -1.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 30.6K | $2.3M | 0.0% | +120.5% |
| Corient Private Wealth LLC | Diversified mechanical | 30.1K | $2.3M | 0.0% | -50.0% |
| Fund Evaluation Group, LLC | Wealth advisor | 26.9K | $2.0M | 0.1% | New |
| Tennessee Valley Asset Management Partners | Wealth advisor | 26.1K | $2.0M | 0.3% | +20.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 25.0K | $1.9M | 0.0% | New |
| GTS SECURITIES LLC | Market maker | 23.8K | $1.8M | 0.1% | New |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 23.7K | $1.8M | 0.1% | +0.8% |
| HighTower Advisors, LLC | Diversified mechanical | 23.7K | $1.8M | 0.0% | -96.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 23.3K | $1.8M | 0.0% | +1.5% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 23.2K | $1.8M | 0.1% | -6.1% |
| Cooper Financial Group | Wealth advisor | 22.8K | $1.7M | 0.2% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.