Skip to content
Disclosery

SPGM SPDR INDEX SHS FDS

Follow

ST STR MSCI GLB (fund)

135 managers (136 13F filers) reported a position in SPGM shares at 2024-12-31, 9,960,618 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
135
13F filers
136
New
12
Added
61
Reduced
33
Sold out
14
Shares held by filers
9,960,618

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,279,815$144M0.06%-4,95413F-HRTimeline
Sequoia Financial Advisors, LLC1,316,833$83.4M0.8%+4,20313F-HR/ATimeline
Private Advisor Group, LLC795,930$50.4M0.28%-47,16713F-HRTimeline
Mariner, LLCin group Mariner, LLC504,198$31.9M0.05%+86,16913F-HRTimelineGroup
Independent Advisor Alliance465,025$29.5M0.39%new13F-HRTimeline
Peak Financial Management, Inc.375,707$23.8M7.13%-64413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc354,755$22.5M0.01%-24,90513F-HRTimelineGroup
Advance Capital Management, Inc.349,282$22.1M1.01%+6,84413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…317,157$20.1M0.04%+8,16813F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/296,115$18.8M<0.01%+82,40413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC291,857$18.5M0.03%+243,54313F-HRTimelineGroup
Schaeffer Financial LLC240,378$15.2M15.18%+1,14713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD163,800$10.4M0.17%013F-HRTimelineGroup
Ethos Financial Group, LLC125,410$7.94M1.04%new13F-HRTimeline
UNIQUE WEALTH, LLC103,115$6.53M1.36%-5,62813F-HRTimeline
Trilogy Capital Inc.93,538$5.92M0.3%-69313F-HRTimeline
Belpointe Asset Management LLC93,075$5.89M0.35%-25813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,756$5.43M0.01%+5,48613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY84,114$5.33M<0.01%+13,50713F-HR/ATimelineGroup
LVW Advisors, LLC82,742$5.24M0.64%+3,93613F-HRTimeline
UBS Group AGgroup of 2 filers holding80,176$5.08M-1,105Timeline
Barden Capital Management, Inc.72,807$4.61M3.96%+3,41313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK69,007$4.37M0.14%-1,51513F-HRTimelineGroup
TrinityPoint Wealth, LLC62,389$3.95M0.56%+1,29113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.54,408$3.45M1.81%+3,20113F-HRTimeline
Balentine LLC50,644$3.21M0.13%+11813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,864$3.16M<0.01%+8,95013F-HRTimelineGroup
CWM, LLCin group CWM, LLC45,900$2.91M0.01%-4,67213F-HRTimelineGroup
Destiny Wealth Partners, LLC45,168$2.86M0.47%+1,43613F-HRTimeline
Clearstead Advisors, LLC43,430$2.75M0.04%-913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,457$2.63M<0.01%-48,38213F-HRTimelineGroup
Cresset Asset Management, LLC39,970$2.53M0.01%-39,97013F-HRTimeline
FINANCIAL CONSULATE, INC38,725$2.45M0.65%+1,92613F-HRTimeline
Great Waters Wealth Management38,579$2.44M0.31%+13013F-HRTimeline
ACT WEALTH MANAGEMENT, LLC35,359$2.24M1.05%+13113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,430$2.12M<0.01%+16,07313F-HRTimelineGroup
Atria Wealth Solutions, Inc.33,123$2.1M0.02%-2,15213F-HRTimeline
Convergence Financial, LLC32,133$2.03M0.41%-5,22813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,862$1.95M<0.01%+7513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29,286$1.85M0.02%+11513F-HRTimeline
Investment Planning Advisors, Inc.24,712$1.57M0.68%+18,96213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,884$1.51M0.08%-22,08213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,388$1.42M<0.01%-213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…22,010$1.39M0.06%+58813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,474$1.23M<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,327$1.22M<0.01%13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…19,229$1.22M<0.01%+57213F-HRTimeline
CX Institutional18,375$1.16M0.05%-1,70213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,088$1.15M<0.01%-13813F-HRTimelineGroup
Holos Integrated Wealth LLC17,548$1.11M0.76%13F-HRTimeline
Tennessee Valley Asset Management Partn…16,789$1.06M0.18%+53213F-HRTimeline
Financial Advocates Investment Manageme…15,599$988K0.06%-1,03413F-HRTimeline
Chicago Partners Investment Group LLC14,983$956K0.03%+21313F-HRTimeline
Americana Partners, LLC14,642$927K0.04%-1,49413F-HRTimeline
Waverly Advisors, LLC14,467$916K0.01%+2,91613F-HRTimeline
IAG Wealth Partners, LLC13,200$836K0.15%+1,09513F-HRTimeline
Flagship Private Wealth, LLC13,173$834K0.4%+9913F-HRTimeline
Merit Financial Group, LLC11,829$749K0.01%-3,91613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,512$729K<0.01%+15513F-HRTimelineGroup
Strategic Wealth Investment Group, LLC11,503$728K0.08%+2,68213F-HR/ATimeline
Christensen, King & Associates Investme…10,338$668K0.31%-8113F-HRTimeline
FSM Wealth Advisors, LLC10,368$663K0.16%+27313F-HRTimeline
PRIVATE TRUST CO NA10,459$662K0.07%-2613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,081$638K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,839$623K<0.01%-16613F-HRTimelineGroup
Atlas Private Wealth Advisors9,483$601K0.09%+4813F-HRTimeline
RFG Advisory, LLC9,427$597K0.02%-3,72513F-HRTimeline
Professional Financial Advisors, LLC9,336$591K0.15%-40413F-HRTimeline
KPP Advisory Services LLC8,765$555K0.13%+3,78713F-HRTimeline
Cetera Investment Advisers8,737$553K<0.01%-2113F-HRTimeline
New England Capital Financial Advisors …8,231$521K0.25%-28013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…8,150$516K0.53%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,016$507K0.01%+1,44513F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC7,767$492K0.11%+81613F-HRTimeline
BIP Wealth, LLC7,432$471K0.03%+56213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,204$456K0.01%+15113F-HRTimelineGroup
Western Wealth Management, LLC6,891$436K0.03%+10913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC6,571$416K<0.01%+36413F-HRTimeline
PFG Advisors6,543$414K0.03%+74113F-HRTimeline
Vernal Point Advisors, LLC6,435$408K0.28%013F-HRTimeline
Verdence Capital Advisors LLC6,395$405K0.03%+7013F-HRTimeline
Cornerstone Wealth Management, LLC6,073$385K0.03%-58413F-HRTimeline
Hughes Financial Services, LLC5,826$369K0.08%13F-HRTimeline
Atria Investments, Inc5,013$317K<0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,918$311K0.01%+16613F-HRTimelineGroup
Koshinski Asset Management, Inc.4,784$303K0.03%+613F-HRTimeline
Key Financial Inc4,676$296K0.07%+3,57013F-HRTimeline
IHT Wealth Management, LLC4,644$294K0.01%+37313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,399$279K<0.01%new13F-HRTimelineGroup
Private Portfolio Partners LLC4,321$274K0.05%+53113F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC4,124$261K0.31%13F-HRTimeline
Heritage Wealth Partners, LLC3,679$233K0.29%+4013F-HRTimeline
Cape Investment Advisory, Inc.3,622$229K0.09%+67513F-HRTimeline
United Advisor Group, LLC3,571$226K0.04%+2313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,550$225K0.14%+213F-HRTimeline
Jacobi Capital Management LLC3,534$224K0.02%+37113F-HRTimeline
MCF Advisors LLC3,279$208K0.01%-313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,275$207K0.13%013F-HRTimeline
FAS Wealth Partners, Inc.2,448$155K0.01%+1913F-HRTimeline
Larson Financial Group LLC2,294$145K0.01%+2513F-HRTimeline
Joseph Group Capital Management2,101$133K0.05%-49713F-HRTimeline
Plante Moran Financial Advisors, LLC1,753$111K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,622$103K0.03%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,418$89.8K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,331$84.3K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,285$81.4K0.03%new13F-HRTimeline
Global Retirement Partners, LLC1,246$78.9K<0.01%+1313F-HRTimeline
Geneos Wealth Management Inc.1,031$65.3K<0.01%013F-HRTimeline
Clearstead Trust, LLC734$46.5K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC711$45K<0.01%013F-HRTimelineGroup
CNB Bank601$38.1K0.02%013F-HRTimeline
NewEdge Advisors, LLC528$33.4K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC378$24.7K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…378$24.7K0.02%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC373$23.6K<0.01%+413F-HRTimeline
AE Wealth Management LLC361$22.9K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC346$21.9K0.01%13F-HRTimeline
MGB Wealth Management, LLC300$19K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.237$15K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC229$14.5K0.01%13F-HRTimeline
Sound Income Strategies, LLC182$11.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC143$9.06K<0.01%new13F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC129$8.14K<0.01%+913F-HRTimeline
CoreCap Advisors, LLC109$6.9K<0.01%013F-HRTimeline
GAMMA Investing LLC97$6.14K<0.01%013F-HRTimeline
Continuum Advisory, LLC89$5.64K<0.01%+213F-HRTimeline
Tidemark, LLC69$4.39K<0.01%-4113F-HRTimeline
SIGNATUREFD, LLC67$4.25K<0.01%+213F-HRTimeline
SIMPLEX TRADING, LLC66$4K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46$2.91K<0.01%013F-HRTimelineGroup
Investors Research Corp46$2.91K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB29$1.84K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.20$1.29K<0.01%+313F-HRTimeline
Beacon Capital Management, LLC14$887<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.