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Disclosery

SPGM SPDR INDEX SHS FDS

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ST STR MSCI GLB (fund)

155 managers (157 13F filers) reported a position in SPGM shares at 2025-12-31, 9,739,079 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
155
13F filers
157
New
20
Added
70
Reduced
43
Sold out
11
Shares held by filers
9,739,079

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,193,004$168M0.05%+35,97213F-HRTimeline
Sequoia Financial Advisors, LLC1,738,053$133M0.75%+344,81813F-HRTimeline
HighTower Advisors, LLC690,816$53M0.06%+8,94413F-HRTimeline
Advance Capital Management, Inc.371,527$28.5M1.21%-2,47513F-HRTimeline
Peak Financial Management, Inc.369,702$28.4M7.31%-1,74613F-HRTimeline
Mariner, LLCin group Mariner, LLC269,982$20.7M0.02%-9,52113F-HRTimelineGroup
Private Advisor Group, LLC255,516$19.6M0.09%-43413F-HRTimeline
Schaeffer Financial LLC251,935$19.3M16.86%+2,82113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC248,667$19.1M<0.01%+177,83313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,260$16M<0.01%-63,65113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.183,812$14.1M0.02%+55,05913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY165,005$12.7M<0.01%-38913F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD163,800$12.6M0.15%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,859$11.5M0.02%+12913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK141,290$10.8M0.06%013F-HRTimelineGroup
Ethos Financial Group, LLC119,181$9.14M0.68%-39913F-HRTimeline
Belpointe Asset Management LLC109,267$8.38M0.3%-5,79713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…103,502$7.94M0.01%+6,78213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,420$7.01M<0.01%-4,81213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.87,765$6.73M<0.01%new13F-HRTimelineGroup
UNIQUE WEALTH, LLC77,736$5.96M0.83%-3,66213F-HRTimeline
Coastal Bridge Advisors, LLC77,140$5.92M0.44%+3,24213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,129$5.84M0.01%-47,86013F-HRTimelineGroup
Barden Capital Management, Inc.75,217$5.77M4.74%+3,89913F-HRTimeline
Balentine LLC75,007$5.75M0.22%-8,74913F-HRTimeline
FORONJY FINANCIAL LLC70,775$5.43M2.27%+2,42813F-HRTimeline
Destiny Wealth Partners, LLC63,556$5.04M0.58%+32513F-HRTimeline
Trilogy Capital Inc.63,728$4.89M0.22%-7,08113F-HRTimeline
UBS Group AGgroup of 2 filers holding56,156$4.31M-29,434Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,386$3.79M<0.01%+2,49413F-HRTimelineGroup
FINANCIAL CONSULATE, INC44,796$3.44M0.47%+4,47013F-HRTimeline
Investment Planning Advisors, Inc.42,274$3.24M0.94%+1,27113F-HRTimeline
Cresset Asset Management, LLC39,970$3.07M0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,828$3.06M<0.01%-22,32313F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC39,457$3.03M0.99%+5113F-HRTimeline
Clearstead Advisors, LLC39,138$3M0.04%+8,03913F-HRTimeline
Cambridge Investment Research Advisors,…35,084$2.69M0.01%+3,67413F-HRTimeline
CWM, LLCin group CWM, LLC34,196$2.62M0.01%-2,98013F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.33,666$2.58M1.67%-10,69413F-HRTimeline
Great Waters Wealth Management32,008$2.46M0.27%+97413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,060$2.31M<0.01%+6513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,620$1.97M-48,598Timeline
Gerber Kawasaki Wealth & Investment Man…24,687$1.89M0.07%+23413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23,524$1.8M0.09%+43613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,463$1.8M<0.01%-99613F-HRTimelineGroup
Tennessee Valley Asset Management Partn…21,733$1.67M0.22%+1,34013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,325$1.48M<0.01%+1313F-HRTimeline
Cetera Investment Advisers19,096$1.46M<0.01%+8,51413F-HRTimeline
FLOW TRADERS U.S. LLC18,300$1.4M0.05%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,187$1.4M0.01%-6,18413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,088$1.38M<0.01%+1,89913F-HRTimelineGroup
PFG Advisors17,543$1.35M0.07%+2,91213F-HRTimeline
XY Planning Network, Inc.16,195$1.24M0.22%new13F-HRTimeline
Chicago Partners Investment Group LLC14,983$1.18M0.03%+4013F-HRTimeline
IAG Wealth Partners, LLC15,351$1.18M0.14%+29313F-HRTimeline
Americana Partners, LLC14,521$1.11M0.03%+1213F-HRTimeline
CX Institutional14,205$1.09M0.03%-88513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,177$1.09M0.02%+1,28913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,891$1.07M<0.01%-49,12413F-HRTimelineGroup
Flagship Private Wealth, LLC13,311$1.02M0.4%+9613F-HRTimeline
Waverly Advisors, LLC12,927$992K0.01%+6213F-HRTimeline
KPP Advisory Services LLC11,897$913K0.13%+59913F-HRTimeline
PRIVATE TRUST CO NA11,267$864K0.08%-1,65913F-HRTimeline
FSM Wealth Advisors, LLC10,748$824K0.11%+15313F-HRTimeline
New England Capital Financial Advisors …10,501$806K0.31%+76713F-HRTimeline
Betterment LLC10,178$781K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,114$776K0.03%+7,37913F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC10,075$773K0.15%+37013F-HRTimeline
Christensen, King & Associates Investme…10,014$768K0.33%-18113F-HRTimeline
Sigma Planning Corp9,538$732K0.02%-14913F-HRTimeline
Merit Financial Group, LLC9,452$725K0.01%+10613F-HRTimeline
Strategic Wealth Investment Group, LLC9,188$705K0.09%-3,58613F-HRTimeline
Holos Integrated Wealth LLC8,815$682K0.38%-65713F-HRTimeline
LVW Advisors, LLC8,718$669K0.07%-60413F-HRTimeline
Convergence Financial, LLC8,538$655K0.1%-9,77513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,404$645K<0.01%-1,45913F-HRTimeline
Geneos Wealth Management Inc.7,571$581K0.01%013F-HRTimeline
Western Wealth Management, LLC7,493$575K0.03%-53113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,432$570K<0.01%+41513F-HRTimelineGroup
Professional Financial Advisors, LLC7,303$560K0.11%-1,23213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,273$558K<0.01%+2013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,268$558K0.02%-25713F-HRTimelineGroup
BIP Wealth, LLC6,861$526K0.02%+113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,546$502K0.03%new13F-HR/ATimeline
Verdence Capital Advisors LLC6,525$500K0.03%+7513F-HRTimeline
Vernal Point Advisors, LLC6,435$494K0.2%013F-HRTimeline
Bridgewater Advisors Inc.6,153$482K0.03%+6213F-HRTimeline
Modern Wealth Management, LLC5,933$455K0.01%new13F-HRTimeline
Perennial Advisors, LLC5,355$411K0.07%+25513F-HRTimeline
Orion Porfolio Solutions, LLC5,253$403K<0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.5,102$391K<0.01%013F-HRTimeline
Summit Financial, LLC5,091$391K0.01%+4213F-HRTimeline
Cornerstone Wealth Management, LLC5,055$388K0.02%-27113F-HRTimeline
Farther Finance Advisors, LLC4,919$377K<0.01%+4,49113F-HRTimeline
Quantinno Capital Management LP4,876$374K<0.01%new13F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…4,856$373K0.05%+73113F-HRTimelineGroup
Koshinski Asset Management, Inc.4,786$367K0.02%-813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,708$361K<0.01%+15213F-HRTimelineGroup
Global Retirement Partners, LLC4,647$356K0.01%+2,76313F-HRTimeline
SHP Wealth Management4,616$354K0.03%13F-HRTimeline
Key Financial Inc4,527$347K0.06%+27113F-HRTimeline
IHT Wealth Management, LLC4,404$338K0.01%+4513F-HRTimeline
Jacobi Capital Management LLC4,367$335K0.02%+3513F-HRTimeline
Sage Mountain Advisors LLC4,081$313K0.02%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,001$307K<0.01%new13F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC3,933$302K0.23%+2413F-HRTimeline
Atlas Private Wealth Advisors3,823$293K0.07%+4413F-HRTimeline
Creative Planningin group Creative Planning3,681$282K<0.01%+1513F-HRTimelineGroup
Cape Investment Advisory, Inc.3,634$279K0.09%013F-HRTimeline
United Advisor Group, LLC3,614$277K0.04%+2513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD3,558$273K0.13%+613F-HRTimeline
AE Wealth Management LLC3,384$260K<0.01%+1,32113F-HRTimeline
MCF Advisors LLC3,280$252K0.01%+113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,275$251K0.11%013F-HRTimeline
World Investment Advisors2,757$211K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management2,685$206K0.01%-68813F-HRTimelineGroup
Larson Financial Group LLC2,339$179K0.01%+2613F-HRTimeline
FMR LLCin group FMR LLC2,211$170K<0.01%+48713F-HRTimelineGroup
Horizon Investments, LLC1,754$135K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,753$134K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,684$129K0.01%+413F-HRTimeline
Sunrise Financial Services, LLC1,639$126K0.09%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,448$111K0.03%-22813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,421$109K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,264$97K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,154$88.5K0.01%-1,30913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…963$73.9K<0.01%-5813F-HR/ATimelineGroup
NewEdge Advisors, LLC963$73.9K<0.01%+43513F-HRTimeline
Basepoint Wealth LLC941$72.2K0.04%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC855$65.6K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…774$59.3K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC659$50.6K0.01%013F-HRTimeline
Fairway Wealth LLC582$44.7K0.01%-24213F-HRTimeline
Wealth Enhancement Trust Services, Inc.515$39.5K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC381$29.2K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC369$28.3K<0.01%+1313F-HRTimeline
Joseph Group Capital Management339$26K0.01%-60513F-HRTimeline
MGB Wealth Management, LLC300$23K0.01%013F-HRTimeline
Tidemark, LLC300$23K0.01%+7313F-HRTimeline
Elyxium Wealth, LLC288$22.1K0.01%new13F-HRTimeline
Sound Income Strategies, LLC246$19.4K<0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.237$18.2K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC231$17.7K0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN214$16.4K<0.01%+21313F-HRTimelineGroup
Longview Financial Advisors LLC184$14.1K0.01%-1513F-HRTimeline
Cranbrook Wealth Management, LLC142$10.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC129$9.9K<0.01%+10613F-HRTimelineGroup
Qube Research & Technologies Ltd119$9.13K<0.01%-72613F-HRTimeline
GAMMA Investing LLC97$7.44K<0.01%013F-HRTimeline
SIGNATUREFD, LLC69$5.32K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…65$4.99K<0.01%013F-HRTimeline
CoreCap Advisors, LLC56$4.3K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC52$3.99K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20$1.53K<0.01%013F-HRTimelineGroup
Kingdom Financial Group LLC.17$1.33K<0.01%new13F-HRTimeline