SPGM

STATE STREET SPDR PORTFOLIO
USCUSIP 78463X475
Institutional Owners
56
+5 QoQ
13F Value Held
$265.2M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)29 adding · 17 trimming
Insider net (180d)+$0
Price history not yet available for SPGM.

Top institutional holders

56 13F filers
#FundPosition valueSharesLast moveAs of
1Sequoia Financial Advisors, LLC
$151.8M
2.00MAddedQ1 2026
2Private Advisor Group, LLC
$19.6M
258.2KAddedQ1 2026
3COMMERCE BANK
$18.2M
239.8KAddedQ1 2026
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$13.8M
181.3KAddedQ1 2026
5Advance Capital Management, Inc.
$11.0M
144.7KReducedQ1 2026
6MEITAV INVESTMENT HOUSE LTD
$10.9M
143.6KReducedQ1 2026
7Balentine LLC
$5.9M
77.6KAddedQ1 2026
8Clearstead Advisors, LLC
$5.2M
69.1KAddedQ1 2026
9Cresset Asset Management, LLC
$3.0M
40.0KHeldQ1 2026
10CWM, LLC
$2.5M
32.8KReducedQ1 2026
11Fund Evaluation Group, LLC
$2.0M
26.9KNewQ1 2026
12FLAGSHIP HARBOR ADVISORS, LLC
$1.8M
23.5KNewQ4 2025
13Gerber Kawasaki Wealth & Investment Management
$1.8M
23.2KReducedQ1 2026
14Sigma Planning Corp
$1.5M
19.7KAddedQ1 2026
15PFG Advisors
$1.4M
18.2KAddedQ1 2026
16O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$1.3M
17.8KReducedQ1 2026
17Chicago Partners Investment Group LLC
$1.2M
14.7KNewQ1 2026
18GREAT VALLEY ADVISOR GROUP, INC.
$1.2M
15.7KAddedQ1 2026
19Ausdal Financial Partners, Inc.
$1.1M
14.0KNewQ1 2026
20Americana Partners, LLC
$1.0M
13.5KReducedQ1 2026
21Waverly Advisors, LLC
$977K
12.9KReducedQ1 2026
22Merit Financial Group, LLC
$705K
9.3KReducedQ1 2026
23BIP Wealth, LLC
$615K
8.1KAddedQ1 2026
24Geneos Wealth Management Inc.
$581K
7.6KNewQ4 2025
25Western Wealth Management, LLC
$575K
7.5KNewQ4 2025

Fund activity — latest quarter

Opened (NEW)
15
funds
Added
14
funds
Reduced
13
funds
Exited
4
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

51 funds+50 since Q2 2025
02651Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $264M

Funds that own SPGM also own

CompanyCo-held byCombined value
Nvidia CorpNVDA56 funds$15.1B
iShares Core S&P 500 ETFIVV55 funds$16.9B
Apple IncAAPL55 funds$14.1B
Microsoft CorpMSFT55 funds$11.2B
TATE STR SPDR S&P 500 ETF TSPY55 funds$10.9B
Broadcom IncAVGO55 funds$6.1B
Meta Platforms Inc Cl AMETA55 funds$5.8B
Jpmorgan Chase & CoJPM55 funds$5.7B
LPHABET INCGOOG55 funds$4.7B
Exxon Mobil CorpXOM55 funds$3.4B
VANGUARD TAXMANAGED FDS VAN FTSE DEV MKTVEA55 funds$3.3B
Tesla IncTSLA55 funds$2.9B

Ranked by how many of SPGM's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.