State Street SPDR PortfolioSPGMETF
13F holders, Q2 2025 (June 30)137holders +7
16new positions
10sold out
1famous investor
$69.03avg. 13F price*
At the end of Q2 2025, 137 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, up 7 from Q1 2025. 16 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($181.4M), Sequoia Financial Advisors, LLC ($88.4M) and Mariner, LLC ($26.3M). 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 2025)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $35.2M |
| Exits | 10 | $22.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,229,908 shares bought and 1,109,387 shares sold, net +120,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| LPL Financial LLC | 0.06% | Add +11.8% | 2,628,272 | $181.4M |
| Sequoia Financial Advisors, LLC | 0.61% | Reduce -6.9% | 1,280,673 | $88.4M |
| Mariner, LLC | 0.04% | Reduce -11.6% | 381,365 | $26.3M |
| Peak Financial Management, Inc. | 7.33% | Add +0.3% | 373,490 | $25.8M |
| Advance Capital Management, Inc. | 1.13% | Add +1.3% | 359,801 | $24.8M |
| HighTower Advisors, LLC | 0.03% | New | 349,573 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -17.4% | 278,612 | $19.5M |
| Private Advisor Group, LLC | 0.10% | Reduce -2.2% | 277,170 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 248,288 | $17.1M |
| Schaeffer Financial LLC | 16.63% | Add +2.4% | 246,783 | $17.0M |
| Flow Traders U.S. LLC | 0.62% | Add +179.5% | 241,495 | $16.7M |
| Jane Street Group, LLC | 0.02% | Reduce -59.5% | 170,223 | $11.7M |
| Meitav Investment House Ltd. | 0.15% | No change | 163,800 | $11.3M |
| Morgan Stanley | 0.00% | Add +35.8% | 129,876 | $9.0M |
| Ethos Financial Group, LLC | 0.71% | Reduce -4.9% | 119,298 | $8.2M |
| Belpointe Asset Management LLC | 0.32% | Add +10.2% | 112,093 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +640.5% | 99,002 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 97,278 | $6.7M |
| Balentine LLC | 0.24% | Add +85.2% | 88,466 | $6.1M |
| Unique Wealth, LLC | 0.96% | Reduce -5.9% | 86,171 | $5.9M |
| UBS Group AG | 0.00% | Add +2.5% | 85,916 | $5.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.5% | 85,735 | $5.9M |
| Trilogy Capital Inc. | 0.27% | Reduce -4.6% | 80,268 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.2% | 75,031 | $5.2M |
| Barden Capital Management, Inc. | 4.42% | Reduce -0.7% | 73,085 | $5.0M |
| Coastal Bridge Advisors, LLC | 0.41% | New | 71,054 | $4.9M |
| Destiny Wealth Partners, LLC | 0.54% | Add +6.3% | 58,018 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 54,091 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.1% | 53,443 | $3.7M |
| Interactive Financial Advisors, Inc. | 1.52% | Reduce -16.4% | 45,213 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +59.3% | 44,040 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +65.0% | 42,231 | $2.9M |
| Financial Consulate, Inc. | 0.56% | Add +4.5% | 41,176 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -5.9% | 40,056 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $2.8M |
| Act Wealth Management, LLC | 1.15% | Add +8.5% | 39,546 | $2.7M |
| Great Waters Wealth Management | 0.33% | Reduce -2.9% | 36,879 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -74.8% | 36,135 | $2.5M |
| Foronjy Financial LLC | 1.14% | — | 35,332 | $2.4M |
| Convergence Financial, LLC | 0.38% | Add +1.9% | 32,061 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +1.3% | 32,040 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 30,128 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.8% | 27,088 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.0% | 26,588 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Reduce -43.4% | 25,498 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 25,267 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -1.8% | 23,662 | $1.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -1.8% | 22,526 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.35% | Add +12.6% | 20,167 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | No change | 19,474 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.1% | 15,316 | $1.1M |
| CX Institutional | 0.04% | Reduce -4.5% | 15,415 | $1.1M |
| IAG Wealth Partners, LLC | 0.14% | Add +8.4% | 14,856 | $1.0M |
| Americana Partners, LLC | 0.03% | Reduce -0.8% | 14,496 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -4.4% | 13,089 | $903K |
| Flagship Private Wealth, LLC | 0.36% | Add +0.5% | 12,398 | $855K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.3% | 11,677 | $806K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +21.8% | 11,466 | $791K |
| Ameriprise Financial Inc. | 0.00% | Add +64.4% | 11,381 | $785K |
| FSM Wealth Advisors, LLC | 0.12% | Add +2.6% | 10,506 | $726K |
| Holos Integrated Wealth LLC | 0.43% | Reduce -18.2% | 10,066 | $715K |
| Private Trust Co. NA | 0.07% | Add +0.6% | 10,348 | $714K |
| Financial Advocates Investment Management | 0.06% | New | 10,256 | $708K |
| Christensen, King & Associates Investment Services, Inc. | 0.32% | Reduce -0.4% | 10,195 | $703K |
| LVW Advisors, LLC | 0.08% | Reduce -45.0% | 10,091 | $696K |
| Captrust Financial Advisors | 0.00% | No change | 10,081 | $696K |
| New England Capital Financial Advisors LLC | 0.31% | Add +6.0% | 9,739 | $672K |
| KPP Advisory Services LLC | 0.11% | Add +8.9% | 9,339 | $644K |
| Cetera Investment Advisers | 0.00% | Add +28.7% | 9,291 | $641K |
| Garrett Wealth Advisory Group, LLC | 0.13% | Add +6.6% | 9,009 | $622K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.7% | 8,964 | $618K |
| Susquehanna International Group, LLP | 0.00% | New | 8,800 | $607K |
| Professional Financial Advisors, LLC | 0.14% | Reduce -5.9% | 8,712 | $601K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -13.3% | 8,226 | $568K |
| PFG Advisors | 0.03% | Add +9.0% | 8,028 | $554K |
| Stratos Investment Management, LLC | 0.02% | Add +3.1% | 7,826 | $540K |
| Western Wealth Management, LLC | 0.03% | Add +6.0% | 7,355 | $507K |
| Spire Wealth Management | 0.02% | Reduce -3.0% | 6,988 | $482K |
| BIP Wealth, LLC | 0.03% | Reduce -7.5% | 6,886 | $475K |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 6,856 | $473K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.9% | 6,450 | $445K |
| Vernal Point Advisors, LLC | 0.26% | No change | 6,435 | $444K |
| Bridgewater Advisors Inc. | 0.03% | Add +1.6% | 6,051 | $427K |
| Investment Planning Advisors, Inc. | 0.15% | Reduce -93.9% | 5,972 | $412K |
| Jacobi Capital Management LLC | 0.03% | Add +20.5% | 5,781 | $399K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -9.3% | 5,382 | $371K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,085 | $351K |
| Koshinski Asset Management, Inc. | 0.03% | Add +1.8% | 4,870 | $336K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.6% | 4,743 | $327K |
| Geneos Wealth Management Inc. | 0.01% | Add +320.1% | 4,331 | $299K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.5% | 4,288 | $296K |
| Key Financial Inc | 0.06% | Reduce -14.1% | 4,248 | $293K |
| Signal Tree Financial Partners LLC | 0.24% | Reduce -4.3% | 4,026 | $278K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +16.7% | 3,918 | $270K |
| Cape Investment Advisory, Inc. | 0.09% | No change | 3,646 | $252K |
| Perennial Advisors, LLC | 0.05% | New | 3,600 | $248K |
| United Advisor Group, LLC | 0.04% | Add +0.5% | 3,589 | $248K |
| C M Bidwell & Associates Ltd. | 0.13% | Add +0.0% | 3,552 | $245K |
| MCF Advisors LLC | 0.01% | No change | 3,279 | $226K |
| McCarter Private Wealth Services LLC | 0.13% | No change | 3,275 | $226K |
| Golden State Wealth Management, LLC | 0.02% | New | 2,929 | $202K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.6% | 2,463 | $170K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 2,313 | $160K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,753 | $121K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,680 | $116K |
| Jones Financial Companies LLLP | 0.00% | New | 1,562 | $107K |
| Acima Private Wealth, LLC | 0.03% | Reduce -9.9% | 1,462 | $101K |
| Strategic Wealth Investment Group, LLC | 0.14% | New | 1,412 | $97K |
| Global Retirement Partners, LLC | 0.00% | — | 1,332 | $92K |
| AlphaCore Capital LLC | 0.00% | No change | 1,264 | $87K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,214 | $84K |
| Joseph Group Capital Management | 0.03% | Reduce -37.7% | 1,207 | $83K |
| FMR LLC | 0.00% | Add +34.2% | 954 | $66K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -33.5% | 855 | $59K |
| Clearstead Trust, LLC | 0.01% | No change | 734 | $51K |
| Scarborough Advisors, LLC | 0.01% | New | 659 | $45K |
| NewEdge Advisors, LLC | 0.00% | No change | 528 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.9% | 428 | $30K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 376 | $26K |
| AE Wealth Management LLC | 0.00% | No change | 361 | $25K |
| MGB Wealth Management, LLC | 0.01% | No change | 300 | $21K |
| Hughes Financial Services, LLC | 0.00% | Reduce -95.6% | 292 | $21K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 229 | $16K |
| Parallel Advisors, LLC | 0.00% | New | 221 | $15K |
| Longview Financial Advisors LLC | 0.01% | Reduce -4.0% | 219 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 171 | $12K |
| Tidemark, LLC | 0.00% | Add +126.1% | 156 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +37.2% | 129 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 97 | $7K |
| Legacy Investment Solutions, LLC | 0.00% | — | 80 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 80 | $6K |
| Signaturefd, LLC | 0.00% | No change | 67 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 56 | $4K |
| Investors Research Corp | 0.00% | No change | 46 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 14 | $966 |
| Total Investment Management Inc. | 0.00% | New | 1 | $98 |
| Accredited Wealth Management, LLC | 0.00% | New | 1 | $69 |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.