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Disclosery

SPGM SPDR INDEX SHS FDS

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ST STR MSCI GLB (fund)

132 managers (132 13F filers) reported a position in SPGM shares at 2025-03-31, 9,396,753 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
132
13F filers
132
New
13
Added
45
Reduced
37
Sold out
12
Shares held by filers
9,396,753

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC2,350,692$147M0.06%+70,87713F-HRTimeline
Sequoia Financial Advisors, LLC1,375,241$85.8M0.66%+58,40813F-HRTimeline
Mariner, LLCin group Mariner, LLC431,180$26.9M0.04%-73,01813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC420,315$26.2M0.05%+128,45813F-HR/ATimelineGroup
Peak Financial Management, Inc.372,282$23.2M6.96%-3,42513F-HRTimeline
Advance Capital Management, Inc.355,189$22.2M1.06%+5,90713F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc354,755$22.2M0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…337,242$21.1M0.04%+20,08513F-HRTimeline
Private Advisor Group, LLC283,317$17.7M0.11%-512,61313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/253,994$15.9M<0.01%-42,12113F-HRTimelineGroup
Schaeffer Financial LLC240,988$15M16.6%+61013F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD163,800$10.2M0.19%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC143,617$8.96M0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC125,410$7.94M0.76%013F-HRTimeline
Belpointe Asset Management LLC101,724$6.35M0.33%+8,64913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,576$6.28M<0.01%+59,11913F-HRTimelineGroup
Investment Planning Advisors, Inc.97,386$6.08M2.47%+72,67413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY95,637$5.97M<0.01%+11,52313F-HRTimelineGroup
UNIQUE WEALTH, LLC91,558$5.72M1.08%-11,55713F-HRTimeline
FLOW TRADERS U.S. LLC86,400$5.39M0.23%new13F-HRTimeline
Trilogy Capital Inc.84,166$5.25M0.28%-9,37213F-HRTimeline
UBS Group AGgroup of 2 filers holding83,809$5.23M+3,633Timeline
Barden Capital Management, Inc.73,576$4.59M4.09%+76913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,339$4.33M0.01%-16,41713F-HRTimelineGroup
Coastal Bridge Advisors, LLC67,277$4.2M0.38%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,736$3.73M<0.01%+9,87213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC55,748$3.48M0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC54,598$3.41M0.54%+9,43013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.54,068$3.37M1.78%-34013F-HRTimeline
Balentine LLC47,779$2.98M0.12%-2,86513F-HRTimeline
Clearstead Advisors, LLC45,069$2.81M0.04%+1,63913F-HRTimeline
CWM, LLCin group CWM, LLC42,548$2.66M0.01%-3,35213F-HRTimelineGroup
Cresset Asset Management, LLC39,970$2.49M0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC39,417$2.46M0.62%+69213F-HRTimeline
Great Waters Wealth Management37,960$2.37M0.33%-61913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC36,451$2.28M1.03%+1,09213F-HRTimeline
Atria Wealth Solutions, Inc.31,637$1.97M0.02%-1,48613F-HRTimeline
Convergence Financial, LLC31,452$1.96M0.39%-68113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,076$1.88M<0.01%-78613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,650$1.73M<0.01%+9,56213F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26,055$1.63M0.01%-3,23113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,638$1.6M<0.01%+3,25013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,602$1.6M<0.01%+6,27513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC24,088$1.5M0.08%+20413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…22,946$1.43M0.06%+93613F-HRTimeline
Cambridge Investment Research Advisors,…22,248$1.39M<0.01%+3,01913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,474$1.22M<0.01%013F-HRTimeline
LVW Advisors, LLC18,344$1.15M0.14%-64,39813F-HRTimeline
Tennessee Valley Asset Management Partn…17,916$1.12M0.18%+1,12713F-HRTimeline
CX Institutional16,144$1.01M0.04%-2,23113F-HRTimeline
Chicago Partners Investment Group LLC15,156$960K0.03%+17313F-HRTimeline
Americana Partners, LLC14,621$913K0.04%-2113F-HRTimeline
IAG Wealth Partners, LLC13,699$855K0.13%+49913F-HRTimeline
Waverly Advisors, LLC13,694$855K0.01%-77313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,370$835K<0.01%+1,85813F-HRTimelineGroup
Flagship Private Wealth, LLC12,332$770K0.37%-84113F-HRTimeline
Holos Integrated Wealth LLC12,301$768K0.5%-5,24713F-HRTimeline
Merit Financial Group, LLC11,829$738K0.01%013F-HRTimeline
Christensen, King & Associates Investme…10,232$658K0.31%-10613F-HRTimeline
PRIVATE TRUST CO NA10,282$642K0.07%-17713F-HRTimeline
FSM Wealth Advisors, LLC10,237$639K0.14%-13113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,081$629K<0.01%013F-HRTimeline
Atlas Private Wealth Advisors9,483$592K0.08%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,412$587K0.01%+1,39613F-HRTimelineGroup
Professional Financial Advisors, LLC9,259$578K0.15%-7713F-HRTimeline
New England Capital Financial Advisors …9,189$574K0.29%+95813F-HRTimeline
KPP Advisory Services LLC8,575$535K0.1%-19013F-HRTimeline
Garrett Wealth Advisory Group, LLC8,449$527K0.12%+68213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,953$496K<0.01%+1,38213F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,591$474K0.03%new13F-HRTimelineGroup
BIP Wealth, LLC7,446$465K0.03%+1413F-HRTimeline
PFG Advisors7,367$460K0.03%+82413F-HRTimeline
Cetera Investment Advisers7,217$450K<0.01%-1,52013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,204$450K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC6,942$433K0.03%+5113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,921$432K<0.01%+2,52213F-HRTimelineGroup
Hughes Financial Services, LLC6,636$416K0.08%+81013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,583$411K<0.01%-3,25613F-HRTimelineGroup
Vernal Point Advisors, LLC6,435$402K0.27%013F-HRTimeline
Verdence Capital Advisors LLC6,395$399K0.03%013F-HRTimeline
Bridgewater Advisors Inc.5,953$373K0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,937$371K0.03%-13613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC5,905$369K0.08%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,024$314K<0.01%+10613F-HRTimelineGroup
Key Financial Inc4,947$309K0.07%+27113F-HRTimeline
Jacobi Capital Management LLC4,799$300K0.02%+1,26513F-HRTimeline
Koshinski Asset Management, Inc.4,784$299K0.03%013F-HRTimeline
IHT Wealth Management, LLC4,491$280K0.01%-15313F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC4,205$262K0.26%+8113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,186$261K<0.01%-29,24413F-HRTimelineGroup
Heritage Wealth Partners, LLC3,679$230K0.35%013F-HRTimeline
Cape Investment Advisory, Inc.3,646$228K0.09%+2413F-HRTimeline
United Advisor Group, LLC3,571$223K0.05%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,551$222K0.13%+113F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…3,357$210K0.03%new13F-HRTimelineGroup
MCF Advisors LLC3,279$205K0.01%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,275$204K0.13%013F-HRTimeline
Geneos Wealth Management Inc.2,824$176K<0.01%+1,79313F-HRTimeline
FAS Wealth Partners, Inc.2,448$153K0.01%013F-HRTimeline
Larson Financial Group LLC2,294$143K0.01%013F-HRTimeline
Joseph Group Capital Management1,937$121K0.05%-16413F-HRTimeline
Plante Moran Financial Advisors, LLC1,753$109K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,677$105K0.01%+34613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,622$101K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,285$80.2K0.03%013F-HRTimeline
AlphaCore Capital LLC1,264$78.9K0.01%new13F-HRTimeline
Clearstead Trust, LLC734$45.8K0.01%013F-HRTimeline
FMR LLCin group FMR LLC711$44.4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC528$33K<0.01%013F-HRTimeline
CNB Bank521$32.5K0.02%-8013F-HRTimeline
Farther Finance Advisors, LLC424$26.6K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.414$25.8K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC373$23.3K<0.01%013F-HRTimeline
AE Wealth Management LLC361$22.5K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.339$21.2K0.01%new13F-HRTimeline
MGB Wealth Management, LLC300$18.7K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC229$14.3K0.01%013F-HRTimeline
Longview Financial Advisors LLC228$14.2K0.01%-11813F-HRTimeline
Sound Income Strategies, LLC182$11.4K<0.01%013F-HRTimeline
GAMMA Investing LLC97$6.05K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…94$5.87K<0.01%new13F-HRTimeline
Continuum Advisory, LLC89$5.55K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…80$4.99K<0.01%-29813F-HRTimelineGroup
Tidemark, LLC69$4.33K<0.01%013F-HRTimeline
SIGNATUREFD, LLC67$4.19K<0.01%013F-HRTimeline
CoreCap Advisors, LLC56$3.5K<0.01%-5313F-HRTimeline
SIMPLEX TRADING, LLC61$3K<0.01%-513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46$2.87K<0.01%013F-HRTimelineGroup
Investors Research Corp46$2.87K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.22$1.4K<0.01%+213F-HRTimeline
Beacon Capital Management, LLC14$874<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.