State Street SPDR PortfolioSPGMETF
13F holders, Q2 2024 (June 30)129holders +8
13new positions
6sold out
1famous investor
$60.71avg. 13F price*
At the end of Q2 2024, 129 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, up 8 from Q1 2024. 13 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($143.9M), Sequoia Financial Advisors, LLC ($79.8M) and Private Advisor Group, LLC ($52.2M). 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 (Q2 2024)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.3M |
| Exits | 6 | $7.3M |
All 13F filers, Q1 2024 → Q2 2024: 493,795 shares bought and 430,191 shares sold, net +63,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| LPL Financial LLC | 0.07% | Add +3.8% | 2,366,776 | $143.9M |
| Sequoia Financial Advisors, LLC | 0.96% | Reduce -3.7% | 1,312,127 | $79.8M |
| Private Advisor Group, LLC | 0.35% | Add +1.2% | 858,160 | $52.2M |
| Mariner, LLC | 0.05% | Add +15.0% | 428,224 | $26.0M |
| Advance Capital Management, Inc. | 1.17% | Reduce -0.2% | 405,811 | $24.7M |
| Legal & General Group Plc | 0.01% | Reduce -9.7% | 379,570 | $23.1M |
| Peak Financial Management, Inc. | 7.14% | Add +0.6% | 375,482 | $22.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +0.9% | 303,473 | $18.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -3.1% | 276,479 | $16.8M |
| Schaeffer Financial LLC | 15.71% | Reduce -0.9% | 238,172 | $14.5M |
| Bank of America Corp. | 0.00% | Add +41.0% | 231,409 | $14.1M |
| CX Institutional | 0.66% | Reduce -2.7% | 230,007 | $14.0M |
| Meitav Investment House Ltd. | 0.18% | No change | 163,800 | $10.0M |
| Unique Wealth, LLC | 1.94% | Reduce -14.9% | 121,890 | $7.4M |
| First Heartland Consultants, Inc. | 0.69% | Add +3.1% | 114,061 | $6.9M |
| Trilogy Capital Inc. | 0.31% | Add +0.0% | 94,067 | $5.7M |
| Belpointe Asset Management LLC | 0.39% | Add +2.1% | 91,602 | $5.6M |
| UBS Group AG | 0.00% | Add +19.0% | 91,025 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.3% | 85,777 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Add +100.0% | 79,940 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +45.4% | 77,994 | $4.7M |
| LVW Advisors, LLC | 0.68% | Add +1.3% | 75,807 | $4.6M |
| First Hawaiian Bank | 0.15% | Reduce -3.5% | 75,044 | $4.6M |
| Barden Capital Management, Inc. | 3.81% | Add +0.5% | 66,541 | $4.0M |
| TrinityPoint Wealth, LLC | 0.58% | Add +2.9% | 60,516 | $3.7M |
| Morgan Stanley | 0.00% | Add +6.5% | 55,363 | $3.4M |
| Balentine LLC | 0.14% | Add +11.7% | 51,035 | $3.1M |
| Interactive Financial Advisors, Inc. | 1.64% | Add +4.2% | 48,892 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +15.7% | 47,321 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -3.5% | 46,018 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +18.4% | 43,033 | $2.6M |
| Destiny Wealth Partners, LLC | 0.45% | Add +1.1% | 41,224 | $2.5M |
| Great Waters Wealth Management | 0.37% | Reduce -1.6% | 39,362 | $2.4M |
| Financial Consulate, Inc. | 0.68% | Reduce -0.8% | 38,328 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +111.1% | 38,257 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -67.8% | 37,301 | $2.3M |
| Convergence Financial, LLC | 0.60% | Add +57.8% | 37,290 | $2.3M |
| Act Wealth Management, LLC | 1.08% | Add +2.0% | 35,988 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 34,090 | $2.1M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 30,786 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +287.7% | 27,952 | $1.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -3.4% | 24,612 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 22,399 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 19,474 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.7% | 17,325 | $1.1M |
| Americana Partners, LLC | 0.08% | Reduce -0.1% | 16,066 | $976K |
| Merit Financial Group, LLC | 0.02% | Reduce -2.8% | 15,745 | $957K |
| Tennessee Valley Asset Management Partners | 0.17% | Add +9.2% | 15,163 | $922K |
| Financial Advocates Investment Management | 0.06% | Add +30.4% | 15,012 | $912K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -24.0% | 14,364 | $874K |
| Flagship Private Wealth, LLC | 0.50% | Add +0.9% | 13,804 | $839K |
| RFG Advisory, LLC | 0.03% | Add +3.5% | 13,149 | $799K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 11,459 | $696K |
| Christensen, King & Associates Investment Services, Inc. | 0.34% | Add +1.6% | 11,415 | $694K |
| Private Trust Co. NA | 0.07% | Reduce -0.6% | 10,932 | $664K |
| IAG Wealth Partners, LLC | 0.13% | Add +19.8% | 10,830 | $658K |
| Waverly Advisors, LLC | 0.01% | Add +8.9% | 10,823 | $658K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +80.0% | 10,756 | $654K |
| Professional Financial Advisors, LLC | 0.17% | Add +0.3% | 10,231 | $622K |
| FSM Wealth Advisors, LLC | 0.20% | Add +1.7% | 9,926 | $603K |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 9,898 | $602K |
| Atlas Private Wealth Advisors | 0.09% | Add +100.8% | 9,435 | $573K |
| Edge Capital Group, LLC | 0.03% | No change | 8,947 | $544K |
| JPMorgan Chase & Co. | 0.00% | Add +68.3% | 8,283 | $503K |
| Cetera Investment Advisers | 0.00% | Add +8.2% | 7,640 | $464K |
| New England Capital Financial Advisors LLC | 0.25% | Add +17.4% | 7,310 | $444K |
| Spire Wealth Management | 0.02% | Add +77.9% | 7,053 | $429K |
| Planning Capital Management Corp | 0.29% | Add +38.4% | 6,872 | $418K |
| BIP Wealth, LLC | 0.03% | Add +3.7% | 6,870 | $418K |
| Western Wealth Management, LLC | 0.03% | Add +7.5% | 6,846 | $416K |
| Clearstead Advisors, LLC | 0.01% | Add +18.6% | 6,776 | $412K |
| Garrett Wealth Advisory Group, LLC | 0.14% | Add +3.8% | 6,507 | $395K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +14.4% | 6,457 | $392K |
| Vernal Point Advisors, LLC | 0.28% | No change | 6,435 | $391K |
| Citadel Advisors | 0.00% | Add +53.5% | 6,335 | $385K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.9% | 6,325 | $384K |
| Commonwealth Equity Services, LLC | 0.00% | New | 6,042 | $367K |
| Eight 31 Financial, LLC | 0.28% | Reduce -84.4% | 5,931 | $360K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +28.6% | 5,849 | $356K |
| Investment Planning Advisors, Inc. | 0.18% | — | 5,750 | $349K |
| Koshinski Asset Management, Inc. | 0.03% | Add +37.6% | 4,778 | $296K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 4,850 | $295K |
| Colonial River Investments, LLC | 0.15% | Reduce -9.2% | 4,473 | $272K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,423 | $269K |
| KPP Advisory Services LLC | 0.07% | Add +15.2% | 4,333 | $263K |
| PFG Advisors | 0.02% | Add +19.1% | 4,096 | $249K |
| Jacobi Capital Management LLC | 0.02% | Reduce -74.2% | 4,076 | $248K |
| IHT Wealth Management, LLC | 0.01% | Add +13.3% | 3,860 | $235K |
| Heritage Wealth Partners, LLC | 0.32% | New | 3,639 | $221K |
| United Advisor Group, LLC | 0.07% | Reduce -12.5% | 3,548 | $216K |
| C M Bidwell & Associates Ltd. | 0.14% | Add +0.1% | 3,547 | $216K |
| MCF Advisors LLC | 0.02% | No change | 3,282 | $199K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 2,927 | $178K |
| Joseph Group Capital Management | 0.08% | No change | 2,666 | $162K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.7% | 2,429 | $148K |
| Larson Financial Group LLC | 0.01% | New | 2,269 | $138K |
| ICA Group Wealth Management, LLC | 0.08% | Reduce -94.6% | 2,211 | $134K |
| Alaska Wealth Advisors, LLC | 0.02% | New | 1,907 | $116K |
| Wells Fargo & Company | 0.00% | Add +187300.0% | 1,874 | $114K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,753 | $107K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.