State Street SPDR PortfolioSPGMETF
13F holders, Q4 2024 (December 31)135holders
12new positions
14sold out
$63.35avg. 13F price*
At the end of Q4 2024, 135 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, unchanged from Q3 2024. 12 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($144.4M), Sequoia Financial Advisors, LLC ($83.4M) and Private Advisor Group, LLC ($50.4M).
- Company
- State Street SPDR Portfolio
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $38.2M |
| Exits | 14 | $36.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,140,030 shares bought and 789,535 shares sold, net +350,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| LPL Financial LLC | 0.06% | Reduce -0.2% | 2,279,815 | $144.4M |
| Sequoia Financial Advisors, LLC | 0.80% | Add +0.3% | 1,316,833 | $83.4M |
| Private Advisor Group, LLC | 0.28% | Reduce -5.6% | 795,930 | $50.4M |
| Mariner, LLC | 0.05% | Add +20.6% | 504,198 | $31.9M |
| Independent Advisor Alliance | 0.39% | New | 465,025 | $29.5M |
| Peak Financial Management, Inc. | 7.13% | Reduce -0.2% | 375,707 | $23.8M |
| Legal & General Group Plc | 0.01% | Reduce -6.6% | 354,755 | $22.5M |
| Advance Capital Management, Inc. | 1.01% | Add +2.0% | 349,282 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.6% | 317,157 | $20.1M |
| Bank of America Corp. | 0.00% | Add +38.6% | 296,115 | $18.8M |
| Jane Street Group, LLC | 0.03% | Add +504.1% | 291,857 | $18.5M |
| Schaeffer Financial LLC | 15.18% | Add +0.5% | 240,378 | $15.2M |
| Meitav Investment House Ltd. | 0.17% | No change | 163,800 | $10.4M |
| Ethos Financial Group, LLC | 1.04% | New | 125,410 | $7.9M |
| Unique Wealth, LLC | 1.36% | Reduce -5.2% | 103,115 | $6.5M |
| Trilogy Capital Inc. | 0.30% | Reduce -0.7% | 93,538 | $5.9M |
| Belpointe Asset Management LLC | 0.35% | Reduce -0.3% | 93,075 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +6.8% | 85,756 | $5.4M |
| Morgan Stanley | 0.00% | Add +19.1% | 84,114 | $5.3M |
| LVW Advisors, LLC | 0.64% | Add +5.0% | 82,742 | $5.2M |
| UBS Group AG | 0.00% | Reduce -1.5% | 80,055 | $5.1M |
| Barden Capital Management, Inc. | 3.96% | Add +4.9% | 72,807 | $4.6M |
| First Hawaiian Bank | 0.14% | Reduce -2.1% | 69,007 | $4.4M |
| TrinityPoint Wealth, LLC | 0.56% | Add +2.1% | 62,389 | $4.0M |
| Interactive Financial Advisors, Inc. | 1.81% | Add +6.3% | 54,408 | $3.4M |
| Balentine LLC | 0.13% | Add +0.2% | 50,644 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 49,864 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -9.2% | 45,900 | $2.9M |
| Destiny Wealth Partners, LLC | 0.47% | Add +3.3% | 45,168 | $2.9M |
| Clearstead Advisors, LLC | 0.04% | Reduce -0.0% | 43,430 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.9% | 41,457 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -50.0% | 39,970 | $2.5M |
| Financial Consulate, Inc. | 0.65% | Add +5.2% | 38,725 | $2.5M |
| Great Waters Wealth Management | 0.31% | Add +0.3% | 38,579 | $2.4M |
| Act Wealth Management, LLC | 1.05% | Add +0.4% | 35,359 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +92.6% | 33,430 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -6.1% | 33,123 | $2.1M |
| Convergence Financial, LLC | 0.41% | Reduce -14.0% | 32,133 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 30,862 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.4% | 29,286 | $1.9M |
| Investment Planning Advisors, Inc. | 0.68% | Add +329.8% | 24,712 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -48.0% | 23,884 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.0% | 22,388 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +2.7% | 22,010 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | No change | 19,474 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 19,327 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.1% | 19,229 | $1.2M |
| CX Institutional | 0.05% | Reduce -8.5% | 18,375 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 18,088 | $1.1M |
| Holos Integrated Wealth LLC | 0.76% | — | 17,548 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.18% | Add +3.3% | 16,789 | $1.1M |
| Strategic Wealth Investment Group, LLC | 0.06% | Add +51.2% | 13,336 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -6.2% | 15,599 | $988K |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.4% | 14,983 | $956K |
| Americana Partners, LLC | 0.04% | Reduce -9.3% | 14,642 | $927K |
| Waverly Advisors, LLC | 0.01% | Add +25.2% | 14,467 | $916K |
| IAG Wealth Partners, LLC | 0.15% | Add +9.1% | 13,200 | $836K |
| Flagship Private Wealth, LLC | 0.40% | Add +0.8% | 13,173 | $834K |
| Merit Financial Group, LLC | 0.01% | Reduce -24.9% | 11,829 | $749K |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 11,512 | $729K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Reduce -0.8% | 10,338 | $668K |
| FSM Wealth Advisors, LLC | 0.16% | Add +2.7% | 10,368 | $663K |
| Private Trust Co. NA | 0.07% | Reduce -0.3% | 10,459 | $662K |
| Captrust Financial Advisors | 0.00% | No change | 10,081 | $638K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 9,839 | $623K |
| Atlas Private Wealth Advisors | 0.09% | Add +0.5% | 9,483 | $601K |
| RFG Advisory, LLC | 0.02% | Reduce -28.3% | 9,427 | $597K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -4.2% | 9,336 | $591K |
| KPP Advisory Services LLC | 0.13% | Add +76.1% | 8,765 | $555K |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 8,737 | $553K |
| New England Capital Financial Advisors LLC | 0.25% | Reduce -3.3% | 8,231 | $521K |
| Northeast Planning Associates, Inc. / NH / | 0.53% | — | 8,150 | $516K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +22.0% | 8,016 | $507K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Add +11.7% | 7,767 | $492K |
| BIP Wealth, LLC | 0.03% | Add +8.2% | 7,432 | $471K |
| Spire Wealth Management | 0.01% | Add +2.1% | 7,204 | $456K |
| Western Wealth Management, LLC | 0.02% | Add +1.6% | 6,891 | $436K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.9% | 6,571 | $416K |
| PFG Advisors | 0.03% | Add +12.8% | 6,543 | $414K |
| Vernal Point Advisors, LLC | 0.28% | No change | 6,435 | $408K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.1% | 6,395 | $405K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -8.8% | 6,073 | $385K |
| Hughes Financial Services, LLC | 0.08% | — | 5,826 | $369K |
| Atria Investments, Inc | 0.00% | New | 5,013 | $317K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.5% | 4,918 | $311K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.1% | 4,784 | $303K |
| Key Financial Inc | 0.07% | Add +322.8% | 4,676 | $296K |
| IHT Wealth Management, LLC | 0.01% | Add +8.7% | 4,644 | $294K |
| Ameriprise Financial Inc. | 0.00% | New | 4,399 | $279K |
| Private Portfolio Partners LLC | 0.05% | Add +14.0% | 4,321 | $274K |
| Signal Tree Financial Partners LLC | 0.31% | — | 4,124 | $261K |
| Heritage Wealth Partners, LLC | 0.29% | Add +1.1% | 3,679 | $233K |
| Cape Investment Advisory, Inc. | 0.09% | Add +22.9% | 3,622 | $229K |
| United Advisor Group, LLC | 0.04% | Add +0.7% | 3,571 | $226K |
| C M Bidwell & Associates Ltd. | 0.14% | Add +0.1% | 3,550 | $225K |
| Jacobi Capital Management LLC | 0.02% | Add +11.7% | 3,534 | $224K |
| MCF Advisors LLC | 0.01% | Reduce -0.1% | 3,279 | $208K |
| McCarter Private Wealth Services LLC | 0.13% | No change | 3,275 | $207K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.8% | 2,448 | $155K |
| Larson Financial Group LLC | 0.01% | Add +1.1% | 2,294 | $145K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.