State Street SPDR PortfolioSPGMETF
13F holders, Q1 2025 (March 31)130holders −5
12new positions
12sold out
1famous investor
$62.44avg. 13F price*
At the end of Q1 2025, 130 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, down 5 from Q4 2024. 12 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($146.7M), Sequoia Financial Advisors, LLC ($85.8M) and Mariner, LLC ($26.9M). 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 2025)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $19.4M |
| Exits | 12 | $37.4M |
All 13F filers, Q4 2024 → Q1 2025: 812,302 shares bought and 1,378,607 shares sold, net −566,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| LPL Financial LLC | 0.06% | Add +3.1% | 2,350,692 | $146.7M |
| Sequoia Financial Advisors, LLC | 0.66% | Add +4.4% | 1,375,241 | $85.8M |
| Mariner, LLC | 0.04% | Reduce -14.5% | 431,180 | $26.9M |
| Jane Street Group, LLC | 0.05% | Add +44.0% | 420,315 | $26.2M |
| Peak Financial Management, Inc. | 6.96% | Reduce -0.9% | 372,282 | $23.2M |
| Advance Capital Management, Inc. | 1.06% | Add +1.7% | 355,189 | $22.2M |
| Legal & General Group Plc | 0.01% | No change | 354,755 | $22.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.3% | 337,242 | $21.1M |
| Private Advisor Group, LLC | 0.11% | Reduce -64.4% | 283,317 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -14.2% | 253,994 | $15.9M |
| Schaeffer Financial LLC | 16.60% | Add +0.3% | 240,988 | $15.0M |
| Meitav Investment House Ltd. | 0.19% | No change | 163,800 | $10.2M |
| Citadel Advisors | 0.01% | New | 143,617 | $9.0M |
| Ethos Financial Group, LLC | 0.76% | No change | 125,410 | $7.9M |
| Belpointe Asset Management LLC | 0.33% | Add +9.3% | 101,724 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.6% | 100,576 | $6.3M |
| Investment Planning Advisors, Inc. | 2.47% | Add +294.1% | 97,386 | $6.1M |
| Morgan Stanley | 0.00% | Add +13.7% | 95,637 | $6.0M |
| Unique Wealth, LLC | 1.08% | Reduce -11.2% | 91,558 | $5.7M |
| Flow Traders U.S. LLC | 0.23% | New | 86,400 | $5.4M |
| Trilogy Capital Inc. | 0.28% | Reduce -10.0% | 84,166 | $5.3M |
| UBS Group AG | 0.00% | Add +4.7% | 83,809 | $5.2M |
| Barden Capital Management, Inc. | 4.09% | Add +1.1% | 73,576 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -19.1% | 69,339 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.8% | 59,736 | $3.7M |
| MML Investors Services, LLC | 0.01% | New | 55,748 | $3.5M |
| Destiny Wealth Partners, LLC | 0.54% | Add +20.9% | 54,598 | $3.4M |
| Interactive Financial Advisors, Inc. | 1.78% | Reduce -0.6% | 54,068 | $3.4M |
| Balentine LLC | 0.12% | Reduce -5.7% | 47,779 | $3.0M |
| Clearstead Advisors, LLC | 0.04% | Add +3.8% | 45,069 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -7.3% | 42,548 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $2.5M |
| Financial Consulate, Inc. | 0.62% | Add +1.8% | 39,417 | $2.5M |
| Great Waters Wealth Management | 0.33% | Reduce -1.6% | 37,960 | $2.4M |
| Act Wealth Management, LLC | 1.03% | Add +3.1% | 36,451 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -4.5% | 31,637 | $2.0M |
| Convergence Financial, LLC | 0.39% | Reduce -2.1% | 31,452 | $2.0M |
| Corient Private Wealth LP | 0.00% | Reduce -2.5% | 30,076 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +52.9% | 27,650 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.0% | 26,055 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +14.5% | 25,638 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +32.5% | 25,602 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +0.8% | 24,088 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +4.3% | 22,946 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.7% | 22,248 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | No change | 19,474 | $1.2M |
| LVW Advisors, LLC | 0.14% | Reduce -77.8% | 18,344 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.18% | Add +6.7% | 17,916 | $1.1M |
| CX Institutional | 0.04% | Reduce -12.1% | 16,144 | $1.0M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.1% | 15,156 | $960K |
| Americana Partners, LLC | 0.04% | Reduce -0.1% | 14,621 | $913K |
| IAG Wealth Partners, LLC | 0.13% | Add +3.8% | 13,699 | $855K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.3% | 13,694 | $855K |
| JPMorgan Chase & Co. | 0.00% | Add +16.1% | 13,370 | $835K |
| Flagship Private Wealth, LLC | 0.37% | Reduce -6.4% | 12,332 | $770K |
| Holos Integrated Wealth LLC | 0.50% | Reduce -29.9% | 12,301 | $768K |
| Merit Financial Group, LLC | 0.01% | No change | 11,829 | $738K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Reduce -1.0% | 10,232 | $658K |
| Private Trust Co. NA | 0.07% | Reduce -1.7% | 10,282 | $642K |
| FSM Wealth Advisors, LLC | 0.14% | Reduce -1.3% | 10,237 | $639K |
| Captrust Financial Advisors | 0.00% | No change | 10,081 | $629K |
| Atlas Private Wealth Advisors | 0.08% | No change | 9,483 | $592K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +17.4% | 9,412 | $587K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -0.8% | 9,259 | $578K |
| New England Capital Financial Advisors LLC | 0.29% | Add +11.6% | 9,189 | $574K |
| KPP Advisory Services LLC | 0.10% | Reduce -2.2% | 8,575 | $535K |
| Garrett Wealth Advisory Group, LLC | 0.12% | Add +8.8% | 8,449 | $527K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.0% | 7,953 | $496K |
| Stratos Investment Management, LLC | 0.03% | New | 7,591 | $474K |
| BIP Wealth, LLC | 0.03% | Add +0.2% | 7,446 | $465K |
| PFG Advisors | 0.03% | Add +12.6% | 7,367 | $460K |
| Cetera Investment Advisers | 0.00% | Reduce -17.4% | 7,217 | $450K |
| Spire Wealth Management | 0.01% | No change | 7,204 | $450K |
| Western Wealth Management, LLC | 0.03% | Add +0.7% | 6,942 | $433K |
| Ameriprise Financial Inc. | 0.00% | Add +57.3% | 6,921 | $432K |
| Hughes Financial Services, LLC | 0.08% | Add +13.9% | 6,636 | $416K |
| Stifel Financial Corp. | 0.00% | Reduce -33.1% | 6,583 | $411K |
| Vernal Point Advisors, LLC | 0.27% | No change | 6,435 | $402K |
| Verdence Capital Advisors LLC | 0.03% | No change | 6,395 | $399K |
| Bridgewater Advisors Inc. | 0.03% | New | 5,953 | $373K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -2.2% | 5,937 | $371K |
| Satovsky Asset Management LLC | 0.08% | New | 5,905 | $369K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +2.2% | 5,024 | $314K |
| Key Financial Inc | 0.07% | Add +5.8% | 4,947 | $309K |
| Jacobi Capital Management LLC | 0.02% | Add +35.8% | 4,799 | $300K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 4,784 | $299K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.3% | 4,491 | $280K |
| Signal Tree Financial Partners LLC | 0.26% | Add +2.0% | 4,205 | $262K |
| Wells Fargo & Company | 0.00% | Reduce -87.5% | 4,186 | $261K |
| Heritage Wealth Partners, LLC | 0.35% | No change | 3,679 | $230K |
| Cape Investment Advisory, Inc. | 0.09% | Add +0.7% | 3,646 | $228K |
| United Advisor Group, LLC | 0.05% | No change | 3,571 | $223K |
| C M Bidwell & Associates Ltd. | 0.13% | Add +0.0% | 3,551 | $222K |
| Alaska Wealth Advisors, LLC | 0.03% | New | 3,357 | $210K |
| MCF Advisors LLC | 0.01% | No change | 3,279 | $205K |
| McCarter Private Wealth Services LLC | 0.13% | No change | 3,275 | $204K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,448 | $153K |
| Larson Financial Group LLC | 0.01% | No change | 2,294 | $143K |
| Joseph Group Capital Management | 0.05% | Reduce -7.8% | 1,937 | $121K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,753 | $109K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.