State Street SPDR PortfolioSPGMETF
13F holders, Q1 2026 (March 31)172holders +15
24new positions
9sold out
1famous investor
$75.72avg. 13F price*
At the end of Q1 2026, 172 institutions reported holding State Street SPDR Portfolio (SPGM) in their 13F filings, up 15 from Q4 2025. 24 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($166.2M), Sequoia Financial Advisors, LLC ($151.8M) and Flow Traders U.S. LLC ($69.1M). 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 (Q1 2026)
- CUSIP
- 78463X475
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $46.7M |
| Exits | 9 | $6.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,322,382 shares bought and 1,463,148 shares sold, net +859,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| LPL Financial LLC | 0.04% | Add +0.1% | 2,195,535 | $166.2M |
| Sequoia Financial Advisors, LLC | 0.85% | Add +15.3% | 2,004,687 | $151.8M |
| Flow Traders U.S. LLC | 2.19% | Add +4890.9% | 913,332 | $69.1M |
| Independent Advisor Alliance | 0.30% | New | 370,713 | $28.1M |
| Peak Financial Management, Inc. | 7.00% | Reduce -1.4% | 364,427 | $27.6M |
| Private Advisor Group, LLC | 0.09% | Add +1.1% | 258,226 | $19.6M |
| Schaeffer Financial LLC | 16.01% | Reduce -0.3% | 251,225 | $19.0M |
| Mariner, LLC | 0.02% | Reduce -8.4% | 247,259 | $18.7M |
| Commerce Bank | 0.09% | Add +69.7% | 239,780 | $18.2M |
| Osaic Holdings, Inc. | 0.02% | Add +17.6% | 216,215 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +23.5% | 181,328 | $13.8M |
| Jane Street Group, LLC | 0.01% | Add +133.0% | 177,385 | $13.4M |
| Morgan Stanley | 0.00% | Add +3.4% | 170,645 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -19.4% | 167,877 | $12.7M |
| Advance Capital Management, Inc. | 0.42% | Reduce -61.1% | 144,676 | $11.0M |
| Meitav Investment House Ltd. | 0.12% | Reduce -12.3% | 143,590 | $10.9M |
| Ethos Financial Group, LLC | 0.71% | Add +6.7% | 127,108 | $9.6M |
| Goldstone Financial Group, LLC | 0.88% | New | 107,596 | $8.1M |
| Belpointe Asset Management LLC | 0.29% | Reduce -5.3% | 103,476 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.6% | 98,732 | $7.5M |
| UBS Group AG | 0.00% | Add +69.5% | 94,053 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 89,656 | $6.6M |
| Balentine LLC | 0.24% | Add +3.5% | 77,593 | $5.9M |
| Coastal Bridge Advisors, LLC | 0.41% | Add +0.1% | 77,194 | $5.8M |
| Barden Capital Management, Inc. | 4.98% | Add +2.2% | 76,847 | $5.8M |
| Unique Wealth, LLC | 0.79% | Reduce -2.5% | 75,789 | $5.7M |
| Foronjy Financial LLC | 2.34% | Add +5.0% | 74,290 | $5.6M |
| Clearstead Advisors, LLC | 0.05% | Add +76.6% | 69,105 | $5.2M |
| Investment Planning Advisors, Inc. | 1.43% | Add +62.6% | 68,752 | $5.2M |
| Financial Consulate, Inc. | 0.63% | Add +49.8% | 67,103 | $5.1M |
| Destiny Wealth Partners, LLC | 0.51% | Reduce -2.2% | 62,183 | $4.7M |
| Betterment LLC | 0.01% | Add +456.9% | 56,677 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +7.7% | 53,184 | $4.0M |
| Act Wealth Management, LLC | 1.04% | Add +3.4% | 40,810 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | No change | 39,970 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.4% | 39,433 | $3.0M |
| Interactive Financial Advisors, Inc. | 1.70% | Add +2.1% | 34,363 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -3.9% | 32,849 | $2.5M |
| Great Waters Wealth Management | 0.25% | Reduce -1.6% | 31,492 | $2.4M |
| Citadel Advisors | 0.00% | Add +120.5% | 30,633 | $2.3M |
| Corient Private Wealth LP | 0.00% | No change | 30,060 | $2.3M |
| Fund Evaluation Group, LLC | 0.06% | New | 26,923 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.26% | Add +20.0% | 26,088 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 25,022 | $1.9M |
| GTS Securities LLC | 0.06% | New | 23,762 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +0.8% | 23,704 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -96.6% | 23,658 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 23,346 | $1.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -6.1% | 23,192 | $1.8M |
| Cooper Financial Group | 0.17% | New | 22,800 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 22,789 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +24.3% | 22,484 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +106.2% | 19,669 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.7% | 19,193 | $1.5M |
| PFG Advisors | 0.07% | Add +3.8% | 18,200 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.0% | 17,817 | $1.3M |
| IAG Wealth Partners, LLC | 0.14% | Add +10.8% | 17,011 | $1.3M |
| SHP Wealth Management | 0.10% | Add +262.5% | 16,732 | $1.3M |
| XY Planning Network, Inc. | 0.20% | No change | 16,195 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -2.2% | 14,654 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +10.5% | 15,668 | $1.2M |
| Convergence Financial, LLC | 0.13% | Add +82.3% | 15,568 | $1.2M |
| CX Institutional | 0.03% | Reduce -0.9% | 14,076 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | New | 14,007 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -65.8% | 13,630 | $1.0M |
| Americana Partners, LLC | 0.03% | Reduce -7.1% | 13,484 | $1.0M |
| Flagship Private Wealth, LLC | 0.40% | Reduce -1.6% | 13,091 | $991K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.2% | 12,905 | $977K |
| KPP Advisory Services LLC | 0.13% | Add +2.0% | 12,136 | $919K |
| Stillwater Private Wealth, LLC | 0.75% | — | 11,771 | $891K |
| New England Capital Financial Advisors LLC | 0.24% | Add +10.3% | 11,583 | $877K |
| Commonwealth Equity Services, LLC | 0.00% | Add +34.4% | 11,294 | $855K |
| FSM Wealth Advisors, LLC | 0.11% | Add +0.9% | 10,841 | $821K |
| Private Trust Co. NA | 0.07% | Reduce -3.9% | 10,823 | $819K |
| Christensen, King & Associates Investment Services, Inc. | 0.32% | Reduce -0.7% | 9,947 | $753K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.4% | 9,318 | $705K |
| Verus Capital Partners, LLC | 0.05% | Add +34.1% | 8,780 | $665K |
| LVW Advisors, LLC | 0.06% | Reduce -1.1% | 8,622 | $653K |
| HRT Financial LP | 0.00% | New | 8,406 | $636K |
| Cetera Investment Advisers | 0.00% | Reduce -56.5% | 8,307 | $629K |
| BIP Wealth, LLC | 0.03% | Add +18.4% | 8,126 | $615K |
| Western Wealth Management, LLC | 0.02% | Add +7.8% | 8,077 | $611K |
| Geneos Wealth Management Inc. | 0.01% | No change | 7,571 | $573K |
| Strategic Wealth Investment Group, LLC | 0.07% | Reduce -17.6% | 7,568 | $573K |
| Professional Financial Advisors, LLC | 0.11% | Add +1.5% | 7,413 | $561K |
| Bridgewater Advisors Inc. | 0.03% | Add +0.4% | 6,176 | $526K |
| Stratos Investment Management, LLC | 0.02% | Reduce -5.9% | 6,842 | $518K |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 6,660 | $504K |
| Captrust Financial Advisors | 0.00% | Reduce -8.8% | 6,632 | $502K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -34.4% | 6,611 | $501K |
| BlackRock, Inc. | 0.00% | Reduce -92.6% | 6,528 | $494K |
| Verdence Capital Advisors LLC | 0.03% | No change | 6,525 | $494K |
| Vernal Point Advisors, LLC | 0.20% | No change | 6,435 | $487K |
| Modern Wealth Management, LLC | 0.01% | Add +2.8% | 6,100 | $466K |
| Alaska Wealth Advisors, LLC | 0.05% | Add +24.1% | 6,028 | $456K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.6% | 6,025 | $456K |
| AE Wealth Management LLC | 0.00% | Add +71.0% | 5,788 | $438K |
| Summit Financial, LLC | 0.01% | Add +12.4% | 5,723 | $433K |
| Perennial Advisors, LLC | 0.07% | No change | 5,355 | $405K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 5,055 | $383K |
"% of holder's portfolio" is SPGM's weight in each manager's 13F, not the share of State Street SPDR Portfolio the manager owns.