State Street SPDR Portfolio ETF (SPGM): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SPGM (all 13F filers)
- LPL Financial2.3 MWealth adviser+71 K
- Sequoia Financial Advisors2.2 MType not verified+209 K
- Bank of Nova Scotia1.2 MBank or trading desk+1.2 M
- HighTower Advisors846 KWealth adviser+823 K
- Private Advisor Group424 KType not verified+165 K
- Peak Financial Management365 KType not verified+670
- Commerce Bank242 KBank or trading desk+2,235
- Osaic Holdings233 KWealth adviser+17 K
- Goldstone Financial Group230 KType not verified+123 K
- Schaeffer Financial227 KType not verified−24 K
- Shares
- 2.3 M
- Change
- +71 K
See more
- Type
- Wealth adviser
- Value
- $194M
- Shares
- 2.2 M
- Change
- +209 K
See more
- Type
- Type not verified
- Value
- $190M
- Shares
- 1.2 M
- Change
- +1.2 M
See more
- Type
- Bank or trading desk
- Value
- $106M
- Shares
- 846 K
- Change
- +823 K
See more
- Type
- Wealth adviser
- Value
- $72.5M
- Shares
- 424 K
- Change
- +165 K
See more
- Type
- Type not verified
- Value
- $36.3M
- Peak Financial Management
- Shares
- 365 K
- Change
- +670
See more
- Type
- Type not verified
- Value
- $31.3M
- Shares
- 242 K
- Change
- +2,235
See more
- Type
- Bank or trading desk
- Value
- $20.7M
- Shares
- 233 K
- Change
- +17 K
See more
- Type
- Wealth adviser
- Value
- $20.0M
- Shares
- 230 K
- Change
- +123 K
See more
- Type
- Type not verified
- Value
- $19.7M
- Schaeffer Financial
- Shares
- 227 K
- Change
- −24 K
See more
- Type
- Type not verified
- Value
- $19.4M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Sequoia Financial Advisorsfell below 5%13G · amendmentfiling ↗Event: Feb 11, 2025 · filed: Feb 12, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗