State Street SPDR PortfolioSPGMETF
13F holders, Q1 2024 (March 31)121holders
1famous investor
$59.67avg. 13F price*
At the end of Q1 2024, 121 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings. The largest holders were LPL Financial LLC ($136.1M), Sequoia Financial Advisors, LLC ($81.3M) and Private Advisor Group, LLC ($50.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Portfolio
- Filed as
- SPDR INDEX SHS FDS (Q1 2024)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $14.6M |
| Exits | 5 | $2.6M |
Ownership 121 holders
| LPL Financial LLC | 0.07% | Add +6.0% | 2,280,023 | $136.1M |
| Sequoia Financial Advisors, LLC | 1.01% | Add +1.3% | 1,362,537 | $81.3M |
| Private Advisor Group, LLC | 0.36% | Add +9.6% | 848,009 | $50.6M |
| Legal & General Group Plc | 0.01% | No change | 420,297 | $25.1M |
| Advance Capital Management, Inc. | 1.68% | Reduce -12.6% | 406,453 | $24.3M |
| Peak Financial Management, Inc. | 7.06% | Add +0.8% | 373,208 | $22.3M |
| Mariner, LLC | 0.05% | Add +73.4% | 372,409 | $22.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.8% | 300,604 | $17.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | No change | 285,479 | $17.0M |
| Schaeffer Financial LLC | 14.29% | Reduce -1.4% | 240,453 | $14.4M |
| CX Institutional | 0.68% | Add +213.3% | 236,412 | $14.1M |
| Bank of America Corp. | 0.00% | Add +8.3% | 164,183 | $9.8M |
| Meitav Investment House Ltd. | 0.19% | No change | 163,800 | $9.8M |
| Unique Wealth, LLC | 2.41% | Add +0.1% | 143,178 | $8.5M |
| Cwm, LLC | 0.03% | Reduce -9.7% | 115,968 | $6.9M |
| First Heartland Consultants, Inc. | 0.69% | New | 110,639 | $6.6M |
| Trilogy Capital Inc. | 0.32% | Add +2.4% | 94,063 | $5.6M |
| Belpointe Asset Management LLC | 0.40% | Add +57.3% | 89,707 | $5.4M |
| First Hawaiian Bank | 0.14% | No change | 77,798 | $4.6M |
| UBS Group AG | 0.00% | Reduce -0.9% | 76,499 | $4.6M |
| LVW Advisors, LLC | 0.76% | Reduce -4.3% | 74,849 | $4.5M |
| Barden Capital Management, Inc. | 3.82% | Reduce -27.6% | 66,231 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.3% | 61,132 | $3.6M |
| Arkadios Wealth Advisors | 0.28% | Reduce -2.3% | 60,637 | $3.6M |
| TrinityPoint Wealth, LLC | 0.58% | Add +6.5% | 58,819 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +30.4% | 53,648 | $3.2M |
| Morgan Stanley | 0.00% | Add +4.9% | 51,972 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -7.1% | 47,713 | $2.8M |
| Interactive Financial Advisors, Inc. | 1.55% | Add +440.9% | 46,934 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +146.8% | 46,930 | $2.8M |
| Balentine LLC | 0.08% | Add +18.5% | 45,681 | $2.7M |
| ICA Group Wealth Management, LLC | 0.49% | Reduce -15.0% | 40,949 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.16% | New | 40,911 | $2.4M |
| Destiny Wealth Partners, LLC | 0.44% | Reduce -29.5% | 40,781 | $2.4M |
| Great Waters Wealth Management | 0.39% | Reduce -1.5% | 40,014 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $2.4M |
| Financial Consulate, Inc. | 0.68% | Add +5.9% | 38,656 | $2.3M |
| Eight 31 Financial, LLC | 1.42% | Reduce -45.1% | 37,948 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +39.4% | 36,339 | $2.2M |
| Act Wealth Management, LLC | 1.06% | Add +2.5% | 35,288 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.8% | 30,801 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -3.0% | 30,726 | $1.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -5.6% | 25,468 | $1.5M |
| Convergence Financial, LLC | 0.58% | New | 23,633 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 23,133 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | New | 20,737 | $1.2M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -1.5% | 18,907 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 18,121 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.3% | 16,237 | $969K |
| Americana Partners, LLC | 0.08% | Add +85.9% | 16,090 | $960K |
| Merit Financial Group, LLC | 0.02% | Reduce -5.1% | 16,206 | $953K |
| Jacobi Capital Management LLC | 0.09% | Add +14.8% | 15,785 | $942K |
| Old Mission Capital LLC | 0.02% | Reduce -83.0% | 14,198 | $847K |
| Tennessee Valley Asset Management Partners | 0.20% | Add +11.6% | 13,882 | $829K |
| Flagship Private Wealth, LLC | 0.53% | No change | 13,680 | $816K |
| RFG Advisory, LLC | 0.03% | Add +1.1% | 12,707 | $758K |
| Financial Advocates Investment Management | 0.04% | Add +9.9% | 11,512 | $687K |
| Captrust Financial Advisors | 0.00% | Reduce -16.2% | 11,456 | $684K |
| Christensen, King & Associates Investment Services, Inc. | 0.33% | No change | 11,234 | $670K |
| Private Trust Co. NA | 0.07% | Add +49.4% | 10,993 | $656K |
| Professional Financial Advisors, LLC | 0.17% | Reduce -1.1% | 10,199 | $609K |
| Waverly Advisors, LLC | 0.01% | New | 9,941 | $593K |
| FSM Wealth Advisors, LLC | 0.21% | Add +9.9% | 9,763 | $583K |
| Stifel Financial Corp. | 0.00% | Add +15.5% | 9,588 | $572K |
| IAG Wealth Partners, LLC | 0.12% | Add +6.4% | 9,039 | $539K |
| Edge Capital Group, LLC | 0.03% | No change | 8,947 | $534K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,210 | $430K |
| Cetera Investment Advisers | 0.00% | New | 7,059 | $421K |
| BIP Wealth, LLC | 0.03% | Add +15.0% | 6,624 | $395K |
| Vernal Point Advisors, LLC | 0.33% | No change | 6,435 | $384K |
| Western Wealth Management, LLC | 0.03% | Add +7.6% | 6,371 | $380K |
| Garrett Wealth Advisory Group, LLC | 0.15% | Add +2.5% | 6,269 | $374K |
| Verdence Capital Advisors LLC | 0.03% | No change | 6,268 | $374K |
| New England Capital Financial Advisors LLC | 0.21% | Reduce -9.4% | 6,227 | $372K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.2% | 5,974 | $357K |
| Clearstead Advisors, LLC | 0.02% | Add +646.8% | 5,713 | $341K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +18.7% | 5,642 | $337K |
| Planning Capital Management Corp | 0.22% | No change | 4,966 | $296K |
| Colonial River Investments, LLC | 0.17% | Reduce -55.7% | 4,924 | $294K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 4,923 | $294K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.8% | 4,850 | $289K |
| Atlas Private Wealth Advisors | 0.09% | Reduce -50.0% | 4,698 | $280K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.0% | 4,547 | $271K |
| Citadel Advisors | 0.00% | New | 4,127 | $246K |
| United Advisor Group, LLC | 0.09% | New | 4,053 | $242K |
| Spire Wealth Management | 0.00% | Add +35.3% | 3,964 | $237K |
| KPP Advisory Services LLC | 0.06% | New | 3,761 | $224K |
| C M Bidwell & Associates Ltd. | 0.14% | Reduce -0.7% | 3,544 | $212K |
| Koshinski Asset Management, Inc. | 0.02% | New | 3,471 | $207K |
| PFG Advisors | 0.01% | New | 3,440 | $205K |
| IHT Wealth Management, LLC | 0.01% | New | 3,408 | $203K |
| MCF Advisors LLC | 0.02% | No change | 3,282 | $196K |
| Cape Investment Advisory, Inc. | 0.08% | Add +1.7% | 2,927 | $175K |
| Joseph Group Capital Management | 0.08% | Reduce -1.8% | 2,666 | $159K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,413 | $144K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,753 | $105K |
| Bank of Montreal | 0.00% | New | 1,644 | $98K |
| Acima Private Wealth, LLC | 0.04% | No change | 1,622 | $97K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | No change | 1,419 | $85K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,221 | $73K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.