State Street SPDR PortfolioSPGMETF
13F holders, Q3 2025 (September 30)146holders +9
17new positions
7sold out
1famous investor
$74.88avg. 13F price*
At the end of Q3 2025, 146 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, up 9 from Q2 2025. 17 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($161.6M), Sequoia Financial Advisors, LLC ($104.4M) and HighTower Advisors, LLC ($51.1M). 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 (Q3 2025)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.9M |
| Exits | 7 | $18.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,037,290 shares bought and 1,131,843 shares sold, net −94,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| LPL Financial LLC | 0.05% | Reduce -17.9% | 2,157,032 | $161.6M |
| Sequoia Financial Advisors, LLC | 0.64% | Add +8.8% | 1,393,235 | $104.4M |
| HighTower Advisors, LLC | 0.06% | Add +95.1% | 681,872 | $51.1M |
| Advance Capital Management, Inc. | 1.22% | Add +4.0% | 374,002 | $28.0M |
| Peak Financial Management, Inc. | 7.36% | Reduce -0.6% | 371,448 | $27.8M |
| Mariner, LLC | 0.03% | Reduce -26.7% | 279,503 | $20.9M |
| Bank of America Corp. | 0.00% | Add +9.5% | 271,911 | $20.4M |
| Private Advisor Group, LLC | 0.09% | Reduce -7.7% | 255,950 | $19.2M |
| Schaeffer Financial LLC | 16.91% | Add +0.9% | 249,114 | $18.7M |
| Morgan Stanley | 0.00% | Add +27.4% | 165,394 | $12.4M |
| Meitav Investment House Ltd. | 0.16% | No change | 163,800 | $12.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -47.3% | 146,730 | $11.1M |
| Commerce Bank | 0.06% | New | 141,290 | $10.6M |
| Osaic Holdings, Inc. | 0.01% | Add +71.6% | 128,753 | $9.4M |
| Jane Street Group, LLC | 0.01% | Reduce -27.2% | 123,989 | $9.3M |
| Ethos Financial Group, LLC | 0.71% | Add +0.2% | 119,580 | $9.0M |
| Belpointe Asset Management LLC | 0.33% | Add +2.6% | 115,064 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.8% | 96,720 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 96,232 | $7.2M |
| UBS Group AG | 0.00% | Reduce -0.4% | 85,590 | $6.4M |
| Balentine LLC | 0.23% | Reduce -5.3% | 83,756 | $6.3M |
| Unique Wealth, LLC | 0.89% | Reduce -5.5% | 81,398 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.7% | 74,218 | $5.6M |
| StoneX Group Inc. | 0.24% | New | 73,983 | $5.5M |
| Coastal Bridge Advisors, LLC | 0.42% | Add +4.0% | 73,898 | $5.5M |
| Barden Capital Management, Inc. | 4.44% | Reduce -2.4% | 71,318 | $5.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +30.9% | 70,834 | $5.3M |
| Trilogy Capital Inc. | 0.25% | Reduce -11.8% | 70,809 | $5.3M |
| Foronjy Financial LLC | 2.24% | Add +93.4% | 68,347 | $5.1M |
| Destiny Wealth Partners, LLC | 0.58% | Add +9.0% | 63,231 | $4.7M |
| Citadel Advisors | 0.00% | Add +74.4% | 63,015 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +41.1% | 62,151 | $4.7M |
| MML Investors Services, LLC | 0.01% | Reduce -4.8% | 50,855 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 46,892 | $3.5M |
| Interactive Financial Advisors, Inc. | 1.80% | Reduce -1.9% | 44,360 | $3.3M |
| Investment Planning Advisors, Inc. | 0.97% | Add +586.6% | 41,003 | $3.1M |
| Financial Consulate, Inc. | 0.43% | Reduce -2.1% | 40,326 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $3.0M |
| Act Wealth Management, LLC | 1.03% | Reduce -0.3% | 39,406 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -7.2% | 37,176 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.0% | 31,410 | $2.4M |
| Clearstead Advisors, LLC | 0.03% | Add +22.0% | 31,099 | $2.3M |
| Great Waters Wealth Management | 0.27% | Reduce -15.8% | 31,034 | $2.3M |
| Corient Private Wealth LP | 0.00% | Reduce -0.4% | 29,995 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 24,459 | $1.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Add +8.6% | 24,453 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.3% | 24,371 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -2.4% | 23,088 | $1.7M |
| Tennessee Valley Asset Management Partners | 0.21% | Add +1.1% | 20,393 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 19,312 | $1.4M |
| Convergence Financial, LLC | 0.21% | Reduce -42.9% | 18,313 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +42.3% | 16,189 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -2.4% | 14,943 | $1.2M |
| CX Institutional | 0.03% | Reduce -2.1% | 15,090 | $1.1M |
| IAG Wealth Partners, LLC | 0.14% | Add +1.4% | 15,058 | $1.1M |
| PFG Advisors | 0.04% | Add +82.3% | 14,631 | $1.1M |
| Americana Partners, LLC | 0.03% | Add +0.1% | 14,509 | $1.1M |
| Flagship Private Wealth, LLC | 0.40% | Add +6.6% | 13,215 | $990K |
| Private Trust Co. NA | 0.09% | Add +24.9% | 12,926 | $968K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +12.4% | 12,888 | $965K |
| Waverly Advisors, LLC | 0.01% | Reduce -1.7% | 12,865 | $964K |
| Strategic Wealth Investment Group, LLC | 0.08% | Add +804.7% | 12,774 | $957K |
| KPP Advisory Services LLC | 0.13% | Add +21.0% | 11,298 | $846K |
| FSM Wealth Advisors, LLC | 0.11% | Add +0.8% | 10,595 | $794K |
| Cetera Investment Advisers | 0.00% | Add +13.9% | 10,582 | $793K |
| Christensen, King & Associates Investment Services, Inc. | 0.33% | No change | 10,195 | $764K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.0% | 9,863 | $739K |
| New England Capital Financial Advisors LLC | 0.31% | Reduce -0.1% | 9,734 | $729K |
| Garrett Wealth Advisory Group, LLC | 0.14% | Add +7.7% | 9,705 | $727K |
| Sigma Planning Corp | 0.02% | New | 9,687 | $726K |
| Merit Financial Group, LLC | 0.01% | Reduce -20.0% | 9,346 | $700K |
| LVW Advisors, LLC | 0.07% | Reduce -7.6% | 9,322 | $698K |
| Holos Integrated Wealth LLC | 0.41% | Reduce -5.9% | 9,472 | $697K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -2.0% | 8,535 | $639K |
| Western Wealth Management, LLC | 0.03% | Add +9.1% | 8,024 | $601K |
| Geneos Wealth Management Inc. | 0.01% | Add +74.8% | 7,571 | $567K |
| Stratos Investment Management, LLC | 0.02% | Reduce -3.9% | 7,525 | $564K |
| Captrust Financial Advisors | 0.00% | Reduce -28.1% | 7,253 | $543K |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 7,017 | $526K |
| BIP Wealth, LLC | 0.03% | Reduce -0.4% | 6,860 | $514K |
| Verdence Capital Advisors LLC | 0.03% | No change | 6,450 | $498K |
| Vernal Point Advisors, LLC | 0.21% | No change | 6,435 | $482K |
| Bridgewater Advisors Inc. | 0.03% | Add +0.7% | 6,091 | $461K |
| GTS Securities LLC | 0.02% | New | 5,660 | $424K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.0% | 5,326 | $399K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 5,102 | $382K |
| Perennial Advisors, LLC | 0.07% | Add +41.7% | 5,100 | $382K |
| Summit Financial, LLC | 0.01% | New | 5,049 | $378K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.6% | 4,794 | $359K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -3.9% | 4,556 | $349K |
| IHT Wealth Management, LLC | 0.01% | Add +1.7% | 4,359 | $327K |
| Jacobi Capital Management LLC | 0.02% | Reduce -25.1% | 4,332 | $324K |
| Key Financial Inc | 0.06% | Add +0.2% | 4,256 | $321K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +5.3% | 4,125 | $309K |
| Sage Mountain Advisors LLC | 0.02% | New | 4,081 | $306K |
| Signal Tree Financial Partners LLC | 0.23% | Reduce -2.9% | 3,909 | $294K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -54.1% | 3,779 | $283K |
| Creative Planning | 0.00% | New | 3,666 | $275K |
| Cape Investment Advisory, Inc. | 0.27% | Reduce -0.3% | 3,634 | $272K |
| United Advisor Group, LLC | 0.04% | No change | 3,589 | $269K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.