SPDR INDEX SHS FDS (SPGM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
174
Reporting holders
$977.4M
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $194.1M | 2,266,094 | 0.04% | 31q | +3.2%+$6.0M |
| Sequoia Financial Advisors, LLC | $189.7M | 2,214,046 | 0.95% | 31q | +10.4%+$17.9M |
| BANK OF NOVA SCOTIA | $105.6M | 1,232,400 | 0.16% | new | NEW |
| HighTower Advisors, LLC | $72.5M | 846,356 | 0.07% | 5q | +3477.5%+$70.5M |
| Private Advisor Group, LLC | $36.3M | 423,517 | 0.17% | 20q | +64.0%+$14.2M |
| Peak Financial Management, Inc. | $31.3M | 365,097 | 7.18% | 31q | HELD |
| COMMERCE BANK | $20.7M | 242,015 | 0.09% | 4q | +0.9%+$191.5K |
| OSAIC HOLDINGS, INC. | $20.0M | 233,160 | 0.02% | 26q | +7.8%+$1.5M |
| Goldstone Financial Group, LLC | $19.7M | 230,291 | 1.80% | 2q | +114.0%+$10.5M |
| Schaeffer Financial LLC | $19.4M | 226,929 | 15.03% | 15q | -9.7%-$2.1M |
| MORGAN STANLEY | $15.7M | 183,094 | 0.00% | 35q | +7.3%+$1.1M |
| Advance Capital Management, Inc. | $12.6M | 147,537 | 0.41% | 19q | +2.0%+$245.1K |
| BANK OF AMERICA CORP /DE/ | $12.6M | 146,790 | 0.00% | 31q | -12.6%-$1.8M |
| NewEdge Advisors, LLC | $11.1M | 129,594 | 0.03% | new | NEW |
| Ethos Financial Group, LLC | $10.2M | 122,686 | 0.68% | 7q | -3.5%-$367.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 109,143 | 0.00% | 12q | +10.5%+$891.9K |
| Belpointe Asset Management LLC | $8.8M | 102,168 | 0.29% | 11q | -1.3%-$112.1K |
| Clearstead Advisors, LLC | $8.2M | 95,544 | 0.08% | 16q | +38.3%+$2.3M |
| FORONJY FINANCIAL LLC | $7.8M | 91,195 | 2.87% | 5q | +22.8%+$1.4M |
| UBS Group AG | $7.7M | 90,029 | 0.00% | 29q | -4.3%-$344.7K |
| JPMORGAN CHASE & CO | $7.6M | 89,476 | 0.00% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $7.2M | 83,873 | 0.00% | 7q | +57.7%+$2.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 79,112 | 0.01% | 12q | -56.4%-$8.8M |
| Coastal Bridge Advisors, LLC | $6.7M | 77,977 | 0.41% | 5q | +1.0%+$67.1K |
| Barden Capital Management, Inc. | $6.6M | 77,495 | 6.12% | 19q | +0.8%+$55.5K |
| Investment Planning Advisors, Inc. | $6.2M | 72,890 | 1.45% | 9q | +6.0%+$354.5K |
| Balentine LLC | $6.2M | 72,889 | 0.22% | 28q | -6.1%-$403.0K |
| UNIQUE WEALTH, LLC | $5.9M | 69,155 | 0.69% | 15q | -8.8%-$568.3K |
| MENORA MIVTACHIM HOLDINGS LTD. | $5.4M | 63,000 | 0.02% | new | NEW |
| Corient Private Wealth LP | $5.2M | 60,210 | 0.00% | 15q | +100.3%+$2.6M |
| Destiny Wealth Partners, LLC | $5.0M | 58,627 | 0.70% | 23q | -5.7%-$302.5K |
| ACT WEALTH MANAGEMENT, LLC | $3.5M | 41,435 | 1.04% | 23q | +1.5%+$53.5K |
| Cresset Asset Management, LLC | $3.4M | 39,970 | 0.01% | 17q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 38,212 | 0.00% | 10q | +99.1%+$1.6M |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $2.9M | 34,328 | 1.78% | 16q | HELD |
| Great Waters Wealth Management | $2.6M | 30,490 | 0.24% | 15q | -3.2%-$85.8K |
| SHP Wealth Management | $2.5M | 29,050 | 0.17% | 3q | +73.6%+$1.1M |
| Convergence Financial, LLC | $2.4M | 28,216 | 0.19% | 10q | +81.2%+$1.1M |
| Tennessee Valley Asset Management Partners | $2.4M | 27,439 | 0.26% | 15q | +5.2%+$115.7K |
| FINANCIAL CONSULATE, INC | $2.2M | 25,972 | 0.25% | 28q | -61.3%-$3.5M |
| AMERIPRISE FINANCIAL INC | $2.1M | 24,702 | 0.00% | 7q | -45.1%-$1.7M |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.1M | 24,287 | 0.08% | 10q | +2.5%+$49.9K |
| Ausdal Financial Partners, Inc. | $2.0M | 23,700 | 0.08% | 2q | +69.2%+$830.4K |
| Cooper Financial Group | $2.0M | 23,430 | 0.17% | 2q | +2.8%+$54.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 23,112 | 0.00% | 20q | -1.0%-$20.0K |
| Gerber Kawasaki Wealth & Investment Management | $1.9M | 22,655 | 0.05% | 20q | -2.3%-$46.0K |
| TRUIST FINANCIAL CORP | $1.9M | 22,547 | 0.00% | 11q | -1.1%-$20.7K |
| IAG Wealth Partners, LLC | $1.8M | 21,200 | 0.18% | 17q | +24.6%+$358.9K |
| Merit Financial Group, LLC | $1.6M | 18,748 | 0.00% | 17q | +101.2%+$807.9K |
| PFG Advisors | $1.6M | 18,497 | 0.08% | 10q | +1.6%+$25.4K |
| Sigma Planning Corp | $1.6M | 18,119 | 0.04% | 4q | -7.9%-$132.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 17,686 | 0.02% | 11q | +12.9%+$172.9K |
| New England Capital Financial Advisors LLC | $1.4M | 16,340 | 0.33% | 15q | +41.1%+$407.5K |
| XY Planning Network, Inc. | $1.4M | 16,195 | 0.17% | 3q | HELD |
| Modern Wealth Management, LLC | $1.3M | 14,958 | 0.02% | 3q | +145.2%+$758.9K |
| Chicago Partners Investment Group LLC | $1.3M | 15,127 | 0.03% | 16q | +3.2%+$39.9K |
| ROYAL BANK OF CANADA | $1.2M | 14,351 | 0.00% | 30q | +5.3%+$61.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 13,981 | 0.00% | 9q | +23.8%+$230.2K |
| Global Assets Advisory, LLC | $1.2M | 13,926 | 0.26% | new | NEW |
| Americana Partners, LLC | $1.2M | 13,493 | 0.03% | 11q | HELD |
| Flagship Private Wealth, LLC | $1.1M | 12,614 | 0.38% | 23q | -3.6%-$40.9K |
| Waverly Advisors, LLC | $1.0M | 12,224 | 0.01% | 10q | -5.3%-$58.3K |
| KPP Advisory Services LLC | $1.0M | 11,940 | 0.13% | 10q | -1.6%-$16.8K |
| FSM Wealth Advisors, LLC | $943.2K | 11,010 | 0.10% | 17q | +1.6%+$14.5K |
| Mariner, LLC | $917.7K | 10,712 | 0.00% | 15q | -95.7%-$20.3M |
| PRIVATE TRUST CO NA | $868.5K | 10,138 | 0.07% | 17q | -6.3%-$58.7K |
| Christensen, King & Associates Investment Services, Inc. | $806.0K | 9,408 | 0.32% | 11q | -5.4%-$46.2K |
| Noble Wealth Partners LLC | $799.0K | 9,327 | 0.69% | new | FIRST |
| Cetera Investment Advisers | $770.3K | 8,992 | 0.00% | 10q | +8.2%+$58.7K |
| VERUS CAPITAL PARTNERS, LLC | $744.6K | 8,691 | 0.04% | 3q | -1.0%-$7.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $733.8K | 8,566 | 0.00% | 10q | -51.9%-$792.5K |
| Western Wealth Management, LLC | $676.4K | 7,895 | 0.02% | 14q | -2.3%-$15.6K |
| BIP Wealth, LLC | $669.7K | 7,817 | 0.02% | 14q | -3.8%-$26.5K |
| Strategic Wealth Investment Group, LLC | $651.4K | 7,604 | 0.08% | 5q | HELD |
| Geneos Wealth Management Inc. | $648.6K | 7,571 | 0.01% | 27q | HELD |
| GTS SECURITIES LLC | $644.4K | 7,522 | 0.01% | 2q | -68.3%-$1.4M |
| STIFEL FINANCIAL CORP | $640.1K | 7,472 | 0.00% | 13q | +12.2%+$69.6K |
| LVW Advisors, LLC | $638.0K | 7,447 | 0.06% | 25q | -13.6%-$100.7K |
| Professional Financial Advisors, LLC | $636.8K | 7,434 | 0.11% | 24q | HELD |
| Creative Planning | $634.5K | 7,406 | 0.00% | 4q | +60.5%+$239.3K |
| AE Wealth Management LLC | $625.5K | 7,301 | 0.00% | 7q | +26.1%+$129.6K |
| JAMES INVESTMENT RESEARCH, INC. | $603.5K | 7,044 | 0.06% | new | NEW |
| Stratos Investment Management, LLC | $575.7K | 6,719 | 0.02% | 6q | -1.8%-$10.5K |
| CAPTRUST FINANCIAL ADVISORS | $568.2K | 6,632 | 0.00% | 25q | HELD |
| Garrett Wealth Advisory Group, LLC | $563.5K | 6,578 | 0.09% | 16q | HELD |
| Monument Capital Management | $558.9K | 6,524 | 0.11% | new | NEW |
| BlackRock, Inc. | $558.0K | 6,513 | 0.00% | 3q | HELD |
| Vernal Point Advisors, LLC | $551.3K | 6,435 | 0.19% | 11q | HELD |
| GOLDMAN SACHS GROUP INC | $516.2K | 6,025 | 0.00% | 5q | HELD |
| Alaska Wealth Advisors, LLC | $504.0K | 5,883 | 0.05% | 6q | -2.4%-$12.4K |
| Summit Financial, LLC | $493.2K | 5,757 | 0.01% | 4q | +0.6%+$2.9K |
| Clear Creek Financial Management, LLC | $477.8K | 5,577 | 0.03% | new | NEW |
| Bridgewater Advisors Inc. | $463.0K | 5,384 | 0.03% | 6q | -12.8%-$68.1K |
| Perennial Advisors, LLC | $458.8K | 5,355 | 0.07% | 5q | HELD |
| William Mack & Associates, Inc. | $440.3K | 5,140 | 0.16% | new | NEW |
| Cornerstone Wealth Management, LLC | $433.1K | 5,056 | 0.02% | 14q | HELD |
| Global Retirement Partners, LLC | $431.5K | 5,037 | 0.01% | 12q | +8.4%+$33.4K |
| Financial Engines Advisors L.L.C. | $427.9K | 4,995 | 0.00% | 5q | HELD |
| Quantinno Capital Management LP | $426.0K | 4,972 | 0.00% | 3q | HELD |
| Atlantic Union Bankshares Corp | $425.9K | 4,971 | 0.01% | new | NEW |
Showing the largest 100 of 180 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 174 | $977.4M | 11,413,718 | 23 | 58 | 46 | 0.0% |
| Q1 2026 | 163 | $725.8M | 9,581,864 | 22 | 56 | 44 | 0.0% |
| Q4 2025 | 152 | $741.0M | 9,653,802 | 19 | 56 | 36 | 0.0% |
| Q3 2025 | 140 | $700.5M | 9,354,428 | 16 | 45 | 42 | 0.0% |
| Q2 2025 | 132 | $630.9M | 9,138,848 | 16 | 49 | 40 | 0.0% |
| Q1 2025 | 123 | $568.1M | 9,098,374 | 10 | 40 | 33 | 0.0% |
| Q4 2024 | 131 | $626.9M | 9,892,518 | 11 | 49 | 25 | 0.0% |
| Q3 2024 | 129 | $609.8M | 9,416,756 | 10 | 40 | 32 | 0.0% |
| Q2 2024 | 123 | $583.4M | 9,597,893 | 11 | 60 | 24 | 0.0% |
| Q1 2024 | 117 | $569.1M | 9,537,257 | 19 | 43 | 27 | 0.0% |
| Q4 2023 | 103 | $493.1M | 8,898,791 | 15 | 43 | 22 | 0.0% |
| Q3 2023 | 97 | $422.0M | 8,358,726 | 14 | 34 | 22 | 0.0% |
| Q2 2023 | 92 | $417.3M | 7,972,317 | 8 | 41 | 26 | 0.0% |
| Q1 2023 | 92 | $431.0M | 8,641,706 | 14 | 28 | 22 | 0.0% |
| Q4 2022 | 77 | $289.9M | 6,209,412 | 14 | 30 | 17 | 0.0% |
| Q3 2022 | 78 | $300.1M | 7,012,784 | 10 | 29 | 16 | 0.0% |
| Q2 2022 | 74 | $283.9M | 6,165,712 | 12 | 22 | 22 | 0.0% |
| Q1 2022 | 74 | $354.5M | 6,462,743 | 10 | 32 | 17 | 0.0% |
| Q4 2021 | 71 | $537.9M | 9,300,306 | 6 | 36 | 9 | 0.0% |
| Q3 2021 | 66 | $341.6M | 6,239,724 | 11 | 21 | 19 | 0.0% |
| Q2 2021 | 65 | $435.6M | 7,845,762 | 11 | 22 | 16 | 0.0% |
| Q1 2021 | 56 | $367.3M | 7,010,615 | 11 | 17 | 12 | 0.0% |
| Q4 2020 | 49 | $398.0M | 8,154,411 | 4 | 18 | 11 | 0.0% |
| Q3 2020 | 45 | $312.4M | 7,223,814 | 5 | 11 | 13 | 0.0% |
| Q2 2020 | 43 | $261.2M | 6,561,009 | 9 | 9 | 10 | 0.0% |
| Q1 2020 | 45 | $95.4M | 2,837,964 | 8 | 14 | 10 | 0.0% |
| Q4 2019 | 54 | $118.1M | 2,749,113 | 8 | 14 | 16 | 0.0% |
| Q3 2019 | 45 | $112.4M | 2,817,181 | 8 | 33 | 2 | 0.0% |
| Q2 2019 | 43 | $125.6M | 1,571,532 | 5 | 16 | 12 | 0.0% |
| Q1 2019 | 42 | $118.0M | 1,511,926 | 5 | 17 | 11 | 0.0% |
| Q4 2018 | 44 | $132.2M | 1,898,440 | 1 | 1 | 0 | 0.0% |