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Disclosery

SPGM SPDR INDEX SHS FDS

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ST STR MSCI GLB (fund)

146 managers (146 13F filers) reported a position in SPGM shares at 2025-09-30, 9,354,596 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
146
13F filers
146
New
17
Added
53
Reduced
51
Sold out
7
Shares held by filers
9,354,596

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC2,157,032$162M0.05%-471,24013F-HRTimeline
Sequoia Financial Advisors, LLC1,393,235$104M0.64%+112,56213F-HRTimeline
HighTower Advisors, LLC681,872$51.1M0.06%+332,29913F-HRTimeline
Advance Capital Management, Inc.374,002$28M1.22%+14,20113F-HRTimeline
Peak Financial Management, Inc.371,448$27.8M7.36%-2,04213F-HRTimeline
Mariner, LLCin group Mariner, LLC279,503$20.9M0.03%-101,86213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/271,911$20.4M<0.01%+23,62313F-HR/ATimelineGroup
Private Advisor Group, LLC255,950$19.2M0.09%-21,22013F-HRTimeline
Schaeffer Financial LLC249,114$18.7M16.91%+2,33113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY165,394$12.4M<0.01%+35,51813F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD163,800$12.2M0.16%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,730$11.1M0.02%-131,88213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK141,290$10.6M0.06%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.128,753$9.41M0.01%+53,72213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC123,989$9.29M0.01%-46,23413F-HRTimelineGroup
Ethos Financial Group, LLC119,580$8.96M0.7%+28213F-HRTimeline
Belpointe Asset Management LLC115,064$8.62M0.33%+2,97113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…96,720$7.24M<0.01%+10,98513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96,232$7.21M<0.01%-2,77013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG85,590$6.41M<0.01%-32613F-HRTimelineGroup
Balentine LLC83,756$6.27M0.23%-4,71013F-HRTimeline
UNIQUE WEALTH, LLC81,398$6.1M0.89%-4,77313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC74,218$5.56M<0.01%-23,06013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.73,983$5.54M0.24%new13F-HRTimelineGroup
Coastal Bridge Advisors, LLC73,898$5.53M0.42%+2,84413F-HRTimeline
Barden Capital Management, Inc.71,318$5.34M4.44%-1,76713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC70,834$5.31M<0.01%+16,74313F-HRTimelineGroup
Trilogy Capital Inc.70,809$5.3M0.25%-9,45913F-HRTimeline
FORONJY FINANCIAL LLC68,347$5.12M2.24%+33,01513F-HRTimeline
Destiny Wealth Partners, LLC63,231$4.74M0.58%+5,21313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,015$4.72M<0.01%+26,88013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,151$4.66M<0.01%+18,11113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC50,855$3.81M0.01%-2,58813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,892$3.51M<0.01%+4,66113F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.44,360$3.32M1.8%-85313F-HRTimeline
Investment Planning Advisors, Inc.41,003$3.07M0.97%+35,03113F-HRTimeline
FINANCIAL CONSULATE, INC40,326$3.02M0.43%-85013F-HRTimeline
Cresset Asset Management, LLC39,970$2.99M0.01%013F-HR/ATimeline
ACT WEALTH MANAGEMENT, LLC39,406$2.95M1.03%-14013F-HRTimeline
CWM, LLCin group CWM, LLC37,176$2.78M0.01%-2,88013F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,410$2.35M0.01%+4,32213F-HRTimeline
Clearstead Advisors, LLC31,099$2.33M0.03%+5,60113F-HRTimeline
Great Waters Wealth Management31,034$2.32M0.27%-5,84513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,995$2.25M<0.01%-13313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,459$1.83M<0.01%-80813F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…24,453$1.83M0.06%+1,92713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,371$1.83M0.01%-2,21713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,088$1.73M0.08%-57413F-HRTimeline
Tennessee Valley Asset Management Partn…20,393$1.53M0.21%+22613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,312$1.45M<0.01%-16213F-HRTimeline
Convergence Financial, LLC18,313$1.37M0.21%-13,74813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,189$1.21M<0.01%+4,80813F-HRTimelineGroup
Chicago Partners Investment Group LLC14,943$1.16M0.03%-37313F-HRTimeline
CX Institutional15,090$1.13M0.03%-32513F-HRTimeline
IAG Wealth Partners, LLC15,058$1.13M0.14%+20213F-HRTimeline
PFG Advisors14,631$1.1M0.04%+6,60313F-HRTimeline
Americana Partners, LLC14,509$1.09M0.03%+1313F-HRTimeline
Flagship Private Wealth, LLC13,215$990K0.4%+81713F-HRTimeline
PRIVATE TRUST CO NA12,926$968K0.09%+2,57813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,888$965K0.02%+1,42213F-HRTimelineGroup
Waverly Advisors, LLC12,865$964K0.01%-22413F-HRTimeline
Strategic Wealth Investment Group, LLC12,774$957K0.08%+11,36213F-HRTimeline
KPP Advisory Services LLC11,298$846K0.13%+1,95913F-HRTimeline
FSM Wealth Advisors, LLC10,595$794K0.11%+8913F-HRTimeline
Cetera Investment Advisers10,582$793K<0.01%+1,29113F-HRTimeline
Christensen, King & Associates Investme…10,195$764K0.33%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,863$739K<0.01%+89913F-HRTimeline
New England Capital Financial Advisors …9,734$729K0.31%-513F-HRTimeline
Garrett Wealth Advisory Group, LLC9,705$727K0.14%+69613F-HRTimeline
Sigma Planning Corp9,687$726K0.02%new13F-HRTimeline
Merit Financial Group, LLC9,346$700K0.01%-2,33113F-HR/ATimeline
LVW Advisors, LLC9,322$698K0.07%-76913F-HRTimeline
Holos Integrated Wealth LLC9,472$697K0.41%-59413F-HRTimeline
Professional Financial Advisors, LLC8,535$639K0.13%-17713F-HRTimeline
Western Wealth Management, LLC8,024$601K0.03%+66913F-HRTimeline
Geneos Wealth Management Inc.7,571$567K0.01%+3,24013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,525$564K0.02%-30113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS7,253$543K<0.01%-2,82813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,017$526K<0.01%+16113F-HRTimelineGroup
BIP Wealth, LLC6,860$514K0.03%-2613F-HRTimeline
Verdence Capital Advisors LLC6,450$498K0.03%013F-HRTimeline
Vernal Point Advisors, LLC6,435$482K0.21%013F-HRTimeline
Bridgewater Advisors Inc.6,091$461K0.03%+4013F-HRTimeline
GTS SECURITIES LLC5,660$424K0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC5,326$399K0.02%-5613F-HRTimeline
Financial Engines Advisors L.L.C.5,102$382K<0.01%+1713F-HRTimeline
Perennial Advisors, LLC5,100$382K0.07%+1,50013F-HRTimeline
Summit Financial, LLC5,049$378K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.4,794$359K0.02%-7613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,556$349K<0.01%-18713F-HRTimelineGroup
IHT Wealth Management, LLC4,359$327K0.01%+7113F-HRTimeline
Jacobi Capital Management LLC4,332$324K0.02%-1,44913F-HRTimeline
Key Financial Inc4,256$321K0.06%+813F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…4,125$309K0.04%+20713F-HRTimelineGroup
Sage Mountain Advisors LLC4,081$306K0.02%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC3,909$294K0.23%-11713F-HRTimeline
Atlas Private Wealth Advisors3,779$283K0.07%-4,44713F-HRTimeline
Creative Planningin group Creative Planning3,666$275K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.3,634$272K0.27%-1213F-HRTimeline
United Advisor Group, LLC3,589$269K0.04%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,552$266K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,373$253K0.01%-3,61513F-HRTimelineGroup
MCF Advisors LLC3,279$246K0.02%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,275$245K0.13%013F-HRTimeline
Golden State Wealth Management, LLC2,926$219K0.02%-313F-HRTimeline
CIBC WORLD MARKET INC.2,880$216K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC2,735$205K0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.2,463$185K0.01%013F-HRTimeline
Larson Financial Group LLC2,313$173K0.01%013F-HRTimeline
AE Wealth Management LLC2,063$155K<0.01%+1,70213F-HRTimeline
Global Retirement Partners, LLC1,884$141K<0.01%+55213F-HRTimeline
Plante Moran Financial Advisors, LLC1,753$131K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,724$129K<0.01%+77013F-HRTimelineGroup
AdvisorNet Financial, Inc1,680$126K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,676$126K0.04%+21413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,421$106K<0.01%-14113F-HRTimelineGroup
AlphaCore Capital LLC1,264$94.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,021$76.5K<0.01%new13F-HRTimelineGroup
Joseph Group Capital Management944$70.7K0.02%-26313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC855$64K0.02%013F-HR/ATimeline
Qube Research & Technologies Ltd845$63.3K<0.01%-36913F-HRTimeline
Fairway Wealth LLC824$61.7K0.02%new13F-HRTimeline
GPS Wealth Strategies Group, LLC736$55.1K0.01%new13F-HRTimeline
Clearstead Trust, LLC734$55K0.01%013F-HRTimeline
Scarborough Advisors, LLC659$49.4K0.01%013F-HRTimeline
NewEdge Advisors, LLC528$39.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC428$32K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC376$28.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC356$27.4K<0.01%+6413F-HRTimeline
MGB Wealth Management, LLC300$22.5K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC229$17.1K0.01%013F-HRTimeline
Tidemark, LLC227$17K<0.01%+7113F-HRTimeline
Advisory Services Network, LLC211$15.8K<0.01%new13F-HRTimeline
Longview Financial Advisors LLC199$14.9K0.01%-2013F-HRTimeline
Cranbrook Wealth Management, LLC142$10.6K<0.01%new13F-HRTimeline
GAMMA Investing LLC97$7.26K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…80$5.99K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…76$5.69K<0.01%-9513F-HRTimelineGroup
SIGNATUREFD, LLC69$5.19K<0.01%+213F-HRTimeline
Steward Partners Investment Advisory, L…65$4.87K<0.01%-6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61$4.57K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC56$4.19K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$1.72K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20$1.5K<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC126$75<0.01%+12513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$39<0.01%+113F-HRTimelineGroup