State Street SPDR PortfolioSPGMETF
13F holders, Q2 2026 (June 30)179holders +7
21new positions
16sold out
$85.63avg. 13F price*
At the end of Q2 2026, 179 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, up 7 from Q1 2026. 21 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($194.1M), Sequoia Financial Advisors, LLC ($189.7M) and Bank of Nova Scotia ($105.6M).
- Company
- State Street SPDR Portfolio
- Filed as
- SPDR INDEX SHS FDS (Q2 2026)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $117.3M |
| Exits | 16 | $59.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,097,099 shares bought and 2,153,033 shares sold, net +944,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| LPL Financial LLC | 0.04% | Add +3.2% | 2,266,094 | $194.1M |
| Sequoia Financial Advisors, LLC | 0.95% | Add +10.4% | 2,214,046 | $189.7M |
| Bank of Nova Scotia | 0.16% | New | 1,232,400 | $105.6M |
| HighTower Advisors, LLC | 0.07% | Add +3477.5% | 846,356 | $72.5M |
| Private Advisor Group, LLC | 0.17% | Add +64.0% | 423,517 | $36.3M |
| Peak Financial Management, Inc. | 7.18% | Add +0.2% | 365,097 | $31.3M |
| Commerce Bank | 0.09% | Add +0.9% | 242,015 | $20.7M |
| Osaic Holdings, Inc. | 0.02% | Add +7.8% | 233,160 | $20.0M |
| Goldstone Financial Group, LLC | 1.80% | Add +114.0% | 230,291 | $19.7M |
| Schaeffer Financial LLC | 15.03% | Reduce -9.7% | 226,929 | $19.4M |
| Morgan Stanley | 0.00% | Add +7.3% | 183,094 | $15.7M |
| Advance Capital Management, Inc. | 0.41% | Add +2.0% | 147,537 | $12.6M |
| Bank of America Corp. | 0.00% | Reduce -12.6% | 146,790 | $12.6M |
| NewEdge Advisors, LLC | 0.03% | Add +12091.4% | 129,594 | $11.1M |
| Ethos Financial Group, LLC | 0.68% | Reduce -3.5% | 122,686 | $10.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.5% | 109,143 | $9.4M |
| Belpointe Asset Management LLC | 0.29% | Reduce -1.3% | 102,168 | $8.8M |
| Clearstead Advisors, LLC | 0.08% | Add +38.3% | 95,544 | $8.2M |
| Foronjy Financial LLC | 2.87% | Add +22.8% | 91,195 | $7.8M |
| UBS Group AG | 0.00% | Reduce -4.3% | 90,029 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 89,476 | $7.6M |
| Raymond James Financial Inc. | 0.00% | Add +57.7% | 83,873 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -56.4% | 79,112 | $6.8M |
| Coastal Bridge Advisors, LLC | 0.41% | Add +1.0% | 77,977 | $6.7M |
| Barden Capital Management, Inc. | 6.12% | Add +0.8% | 77,495 | $6.6M |
| Investment Planning Advisors, Inc. | 1.45% | Add +6.0% | 72,890 | $6.2M |
| Balentine LLC | 0.22% | Reduce -6.1% | 72,889 | $6.2M |
| Unique Wealth, LLC | 0.69% | Reduce -8.8% | 69,155 | $5.9M |
| Menora Mivtachim Holdings LTD. | 0.02% | New | 63,000 | $5.4M |
| Betterment LLC | 0.01% | Add +8.0% | 61,223 | $5.2M |
| Destiny Wealth Partners, LLC | 0.70% | Reduce -5.7% | 58,627 | $5.0M |
| Flow Traders U.S. LLC | 0.18% | Reduce -94.3% | 51,731 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.9% | 44,921 | $3.8M |
| Act Wealth Management, LLC | 1.04% | Add +1.5% | 41,435 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $3.4M |
| Interactive Financial Advisors, Inc. | 1.78% | Reduce -0.1% | 34,328 | $2.9M |
| Great Waters Wealth Management | 0.24% | Reduce -3.2% | 30,490 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 30,105 | $2.6M |
| SHP Wealth Management | 0.17% | Add +73.6% | 29,050 | $2.5M |
| Convergence Financial, LLC | 0.19% | Add +81.2% | 28,216 | $2.4M |
| Tennessee Valley Asset Management Partners | 0.26% | Add +5.2% | 27,439 | $2.4M |
| Financial Consulate, Inc. | 0.25% | Reduce -61.3% | 25,972 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 24,702 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +2.5% | 24,287 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +69.2% | 23,700 | $2.0M |
| Cooper Financial Group | 0.17% | Add +2.8% | 23,430 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.0% | 23,112 | $2.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -2.3% | 22,655 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 22,547 | $1.9M |
| IAG Wealth Partners, LLC | 0.18% | Add +24.6% | 21,200 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 19,106 | $1.6M |
| PFG Advisors | 0.08% | Add +1.6% | 18,497 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -7.9% | 18,119 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +12.9% | 17,686 | $1.5M |
| New England Capital Financial Advisors LLC | 0.33% | Add +41.1% | 16,340 | $1.4M |
| XY Planning Network, Inc. | 0.17% | No change | 16,195 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Add +145.2% | 14,958 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +3.2% | 15,127 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +5.3% | 14,351 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.8% | 13,981 | $1.2M |
| Global Assets Advisory, LLC | 0.26% | New | 13,926 | $1.2M |
| Americana Partners, LLC | 0.03% | Add +0.1% | 13,493 | $1.2M |
| CX Institutional | 0.03% | Reduce -6.2% | 13,203 | $1.1M |
| Flagship Private Wealth, LLC | 0.38% | Reduce -3.6% | 12,614 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -5.3% | 12,224 | $1.0M |
| KPP Advisory Services LLC | 0.13% | Reduce -1.6% | 11,940 | $1.0M |
| FSM Wealth Advisors, LLC | 0.10% | Add +1.6% | 11,010 | $943K |
| Mariner, LLC | 0.00% | Reduce -95.7% | 10,712 | $918K |
| Private Trust Co. NA | 0.07% | Reduce -6.3% | 10,138 | $869K |
| Christensen, King & Associates Investment Services, Inc. | 0.32% | Reduce -5.4% | 9,408 | $806K |
| Merit Financial Group, LLC | 0.01% | Add +0.6% | 9,374 | $803K |
| Noble Wealth Partners LLC | 0.69% | — | 9,327 | $799K |
| Cetera Investment Advisers | 0.00% | Add +8.3% | 8,992 | $770K |
| Verus Capital Partners, LLC | 0.04% | Reduce -1.0% | 8,691 | $745K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -51.9% | 8,566 | $734K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.3% | 7,895 | $676K |
| BIP Wealth, LLC | 0.02% | Reduce -3.8% | 7,817 | $670K |
| Strategic Wealth Investment Group, LLC | 0.08% | Add +0.5% | 7,604 | $651K |
| Geneos Wealth Management Inc. | 0.01% | No change | 7,571 | $649K |
| GTS Securities LLC | 0.01% | Reduce -68.3% | 7,522 | $644K |
| Stifel Financial Corp. | 0.00% | Add +12.2% | 7,472 | $640K |
| LVW Advisors, LLC | 0.06% | Reduce -13.6% | 7,447 | $638K |
| Professional Financial Advisors, LLC | 0.11% | Add +0.3% | 7,434 | $637K |
| Creative Planning | 0.00% | Add +60.5% | 7,406 | $634K |
| AE Wealth Management LLC | 0.00% | Add +26.1% | 7,301 | $625K |
| James Investment Research, Inc. | 0.06% | New | 7,044 | $603K |
| Stratos Investment Management, LLC | 0.02% | Reduce -1.8% | 6,719 | $576K |
| Captrust Financial Advisors | 0.00% | No change | 6,632 | $568K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -0.5% | 6,578 | $564K |
| Monument Capital Management | 0.11% | New | 6,524 | $559K |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 6,513 | $558K |
| Vernal Point Advisors, LLC | 0.19% | No change | 6,435 | $551K |
| Goldman Sachs Group Inc. | 0.00% | No change | 6,025 | $516K |
| Alaska Wealth Advisors, LLC | 0.05% | Reduce -2.4% | 5,883 | $504K |
| Summit Financial, LLC | 0.01% | Add +0.6% | 5,757 | $493K |
| Stillwater Private Wealth, LLC | 0.32% | Reduce -53.4% | 5,491 | $484K |
| Clear Creek Financial Management, LLC | 0.03% | New | 5,577 | $478K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -12.8% | 5,384 | $463K |
| Perennial Advisors, LLC | 0.07% | No change | 5,355 | $459K |
| William Mack & Associates, Inc. | 0.16% | New | 5,140 | $440K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.