State Street SPDR PortfolioSPGMETF
13F holders, Q4 2025 (December 31)157holders +11
20new positions
11sold out
1famous investor
$76.76avg. 13F price*
At the end of Q4 2025, 157 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, up 11 from Q3 2025. 20 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($168.2M), Sequoia Financial Advisors, LLC ($133.3M) and HighTower Advisors, LLC ($53.0M). 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 (Q4 2025)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $13.0M |
| Exits | 11 | $10.4M |
All 13F filers, Q3 2025 → Q4 2025: 871,370 shares bought and 493,531 shares sold, net +377,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| LPL Financial LLC | 0.05% | Add +1.7% | 2,193,004 | $168.2M |
| Sequoia Financial Advisors, LLC | 0.75% | Add +24.8% | 1,738,053 | $133.3M |
| HighTower Advisors, LLC | 0.06% | Add +1.3% | 690,816 | $53.0M |
| Advance Capital Management, Inc. | 1.21% | Reduce -0.7% | 371,527 | $28.5M |
| Peak Financial Management, Inc. | 7.31% | Reduce -0.5% | 369,702 | $28.4M |
| Mariner, LLC | 0.02% | Reduce -3.4% | 269,982 | $20.7M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.2% | 255,516 | $19.6M |
| Schaeffer Financial LLC | 16.86% | Add +1.1% | 251,935 | $19.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +251.1% | 248,667 | $19.1M |
| Bank of America Corp. | 0.00% | Reduce -23.4% | 208,260 | $16.0M |
| Osaic Holdings, Inc. | 0.02% | Add +42.8% | 183,812 | $14.1M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 165,005 | $12.7M |
| Meitav Investment House Ltd. | 0.15% | No change | 163,800 | $12.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 146,859 | $11.5M |
| Commerce Bank | 0.06% | No change | 141,290 | $10.8M |
| Ethos Financial Group, LLC | 0.68% | Reduce -0.3% | 119,181 | $9.1M |
| Belpointe Asset Management LLC | 0.30% | Reduce -5.0% | 109,267 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.0% | 103,502 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 91,420 | $7.0M |
| BlackRock, Inc. | 0.00% | New | 87,765 | $6.7M |
| Unique Wealth, LLC | 0.83% | Reduce -4.5% | 77,736 | $6.0M |
| Coastal Bridge Advisors, LLC | 0.44% | Add +4.4% | 77,140 | $5.9M |
| Jane Street Group, LLC | 0.01% | Reduce -38.6% | 76,129 | $5.8M |
| Barden Capital Management, Inc. | 4.74% | Add +5.5% | 75,217 | $5.8M |
| Balentine LLC | 0.22% | Reduce -10.4% | 75,007 | $5.8M |
| Foronjy Financial LLC | 2.27% | Add +3.5% | 70,775 | $5.4M |
| Destiny Wealth Partners, LLC | 0.58% | Add +0.5% | 63,556 | $5.0M |
| Trilogy Capital Inc. | 0.22% | Reduce -10.0% | 63,728 | $4.9M |
| UBS Group AG | 0.00% | Reduce -35.2% | 55,482 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 49,386 | $3.8M |
| Financial Consulate, Inc. | 0.47% | Add +11.1% | 44,796 | $3.4M |
| Investment Planning Advisors, Inc. | 0.94% | Add +3.1% | 42,274 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -35.9% | 39,828 | $3.1M |
| Act Wealth Management, LLC | 0.99% | Add +0.1% | 39,457 | $3.0M |
| Clearstead Advisors, LLC | 0.04% | Add +25.9% | 39,138 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.7% | 35,084 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -8.0% | 34,196 | $2.6M |
| Interactive Financial Advisors, Inc. | 1.67% | Reduce -24.1% | 33,666 | $2.6M |
| Great Waters Wealth Management | 0.27% | Add +3.1% | 32,008 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 30,060 | $2.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Add +1.0% | 24,687 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +1.9% | 23,524 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -4.1% | 23,463 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -69.0% | 22,999 | $1.8M |
| Tennessee Valley Asset Management Partners | 0.22% | Add +6.6% | 21,733 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 19,325 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +80.5% | 19,096 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | New | 18,300 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -25.4% | 18,187 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +11.7% | 18,088 | $1.4M |
| PFG Advisors | 0.07% | Add +19.9% | 17,543 | $1.3M |
| XY Planning Network, Inc. | 0.22% | New | 16,195 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.3% | 14,983 | $1.2M |
| IAG Wealth Partners, LLC | 0.14% | Add +1.9% | 15,351 | $1.2M |
| Americana Partners, LLC | 0.03% | Add +0.1% | 14,521 | $1.1M |
| CX Institutional | 0.03% | Reduce -5.9% | 14,205 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +10.0% | 14,177 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -78.0% | 13,891 | $1.1M |
| Flagship Private Wealth, LLC | 0.40% | Add +0.7% | 13,311 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +0.5% | 12,927 | $992K |
| KPP Advisory Services LLC | 0.13% | Add +5.3% | 11,897 | $913K |
| Private Trust Co. NA | 0.08% | Reduce -12.8% | 11,267 | $864K |
| FSM Wealth Advisors, LLC | 0.11% | Add +1.4% | 10,748 | $824K |
| New England Capital Financial Advisors LLC | 0.31% | Add +7.9% | 10,501 | $806K |
| Betterment LLC | 0.00% | New | 10,178 | $781K |
| Virtu Financial LLC | 0.03% | Add +269.8% | 10,114 | $776K |
| Garrett Wealth Advisory Group, LLC | 0.15% | Add +3.8% | 10,075 | $773K |
| Christensen, King & Associates Investment Services, Inc. | 0.33% | Reduce -1.8% | 10,014 | $768K |
| Sigma Planning Corp | 0.02% | Reduce -1.5% | 9,538 | $732K |
| Merit Financial Group, LLC | 0.01% | Add +1.1% | 9,452 | $725K |
| Strategic Wealth Investment Group, LLC | 0.09% | Reduce -28.1% | 9,188 | $705K |
| Holos Integrated Wealth LLC | 0.38% | Reduce -6.9% | 8,815 | $682K |
| LVW Advisors, LLC | 0.07% | Reduce -6.5% | 8,718 | $669K |
| Convergence Financial, LLC | 0.10% | Reduce -53.4% | 8,538 | $655K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.8% | 8,404 | $645K |
| Geneos Wealth Management Inc. | 0.01% | No change | 7,571 | $581K |
| Western Wealth Management, LLC | 0.03% | Reduce -6.6% | 7,493 | $575K |
| Stifel Financial Corp. | 0.00% | Add +5.9% | 7,432 | $570K |
| Professional Financial Advisors, LLC | 0.11% | Reduce -14.4% | 7,303 | $560K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 7,273 | $558K |
| Stratos Investment Management, LLC | 0.02% | Reduce -3.4% | 7,268 | $558K |
| BIP Wealth, LLC | 0.02% | Add +0.0% | 6,861 | $526K |
| Verus Capital Partners, LLC | 0.03% | New | 6,546 | $502K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.2% | 6,525 | $500K |
| Vernal Point Advisors, LLC | 0.20% | No change | 6,435 | $494K |
| Bridgewater Advisors Inc. | 0.03% | Add +1.0% | 6,153 | $482K |
| Modern Wealth Management, LLC | 0.01% | New | 5,933 | $455K |
| Perennial Advisors, LLC | 0.07% | Add +5.0% | 5,355 | $411K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,253 | $403K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 5,102 | $391K |
| Summit Financial, LLC | 0.01% | Add +0.8% | 5,091 | $391K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.1% | 5,055 | $388K |
| Farther Finance Advisors, LLC | 0.00% | Add +1049.3% | 4,919 | $377K |
| Quantinno Capital Management LP | 0.00% | New | 4,876 | $374K |
| Alaska Wealth Advisors, LLC | 0.05% | Add +17.7% | 4,856 | $373K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.2% | 4,786 | $367K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +3.3% | 4,708 | $361K |
| Global Retirement Partners, LLC | 0.01% | Add +146.7% | 4,647 | $356K |
| SHP Wealth Management | 0.03% | — | 4,616 | $354K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.