# SPDR INDEX SHS FDS (SPGM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SPGM/

- Reporting holders: 13
- Reported value: $16.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $6.6M | 76,712 | 6.0% | 20 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $3.6M | 41,123 | 1.0% | 24 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $2.6M | 30,262 | 0.2% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.2M | 25,716 | 0.2% | 3 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $564.3K | 6,524 | 0.1% | 2 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $520.3K | 6,015 | 0.3% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $311.2K | 3,598 | 0.0% | 7 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $105.4K | 1,218 | 0.0% | 32 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $74.0K | 855 | 0.0% | 8 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $44.5K | 515 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $10.4K | 120 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $8.4K | 97 | 0.0% | 11 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.8K | 56 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1.1K | 13,146 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $16.7M |
| Q2 2026 | 180 | $998.3M |
| Q1 2026 | 169 | $803.9M |
| Q4 2025 | 158 | $750.4M |
| Q3 2025 | 145 | $707.7M |
| Q2 2025 | 138 | $657.6M |
| Q1 2025 | 130 | $582.5M |
| Q4 2024 | 135 | $631.4M |
| Q3 2024 | 135 | $620.9M |
| Q2 2024 | 128 | $594.0M |
| Q1 2024 | 121 | $584.9M |
| Q4 2023 | 107 | $502.9M |

