DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (SPGM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
180
Reporting holders
$991.2M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $194.1M | 2,266,094 | 0.04% | 31q | +3.2%+$6.0M |
| Sequoia Financial Advisors, LLC | $189.7M | 2,214,046 | 0.95% | 31q | +10.4%+$17.9M |
| BANK OF NOVA SCOTIA | $105.6M | 1,232,400 | 0.16% | new | NEW |
| HighTower Advisors, LLC | $72.5M | 846,356 | 0.07% | 5q | +3477.5%+$70.5M |
| Private Advisor Group, LLC | $36.3M | 423,517 | 0.17% | 20q | +64.0%+$14.2M |
| Peak Financial Management, Inc. | $31.3M | 365,097 | 7.18% | 31q | HELD |
| COMMERCE BANK | $20.7M | 242,015 | 0.09% | 4q | +0.9%+$191.5K |
| OSAIC HOLDINGS, INC. | $20.0M | 233,160 | 0.02% | 26q | +7.8%+$1.5M |
| Goldstone Financial Group, LLC | $19.7M | 230,291 | 1.80% | 2q | +114.0%+$10.5M |
| Schaeffer Financial LLC | $19.4M | 226,929 | 15.03% | 15q | -9.7%-$2.1M |
| MORGAN STANLEY | $15.7M | 183,094 | 0.00% | 35q | +7.3%+$1.1M |
| Advance Capital Management, Inc. | $12.6M | 147,537 | 0.41% | 19q | +2.0%+$245.1K |
| BANK OF AMERICA CORP /DE/ | $12.6M | 146,790 | 0.00% | 31q | -12.6%-$1.8M |
| NewEdge Advisors, LLC | $11.1M | 129,594 | 0.03% | 15q | +12091.3%+$11.0M |
| Ethos Financial Group, LLC | $10.2M | 122,686 | 0.68% | 7q | -3.5%-$367.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 109,143 | 0.00% | 12q | +10.5%+$891.9K |
| Belpointe Asset Management LLC | $8.8M | 102,168 | 0.29% | 11q | -1.3%-$112.1K |
| Clearstead Advisors, LLC | $8.2M | 95,544 | 0.08% | 16q | +38.3%+$2.3M |
| FORONJY FINANCIAL LLC | $7.8M | 91,195 | 2.87% | 5q | +22.8%+$1.4M |
| UBS Group AG | $7.7M | 90,029 | 0.00% | 29q | -4.3%-$344.7K |
| Cambridge Investment Research Advisors, Inc. | $7.7M | 89,842 | 0.01% | 12q | +127.8%+$4.3M |
| JPMORGAN CHASE & CO | $7.6M | 89,476 | 0.00% | 15q | HELD |
| RAYMOND JAMES FINANCIAL INC | $7.2M | 83,873 | 0.00% | 7q | +57.7%+$2.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 79,112 | 0.01% | 12q | -56.4%-$8.8M |
| Coastal Bridge Advisors, LLC | $6.7M | 77,977 | 0.41% | 5q | +1.0%+$67.1K |
| Barden Capital Management, Inc. | $6.6M | 77,495 | 6.12% | 19q | +0.8%+$55.5K |
| Investment Planning Advisors, Inc. | $6.2M | 72,890 | 1.45% | 9q | +6.0%+$354.5K |
| Balentine LLC | $6.2M | 72,889 | 0.22% | 28q | -6.1%-$403.0K |
| UNIQUE WEALTH, LLC | $5.9M | 69,155 | 0.69% | 15q | -8.8%-$568.3K |
| MENORA MIVTACHIM HOLDINGS LTD. | $5.4M | 63,000 | 0.02% | new | NEW |
| Betterment LLC | $5.2M | 61,223 | 0.01% | 3q | +8.0%+$389.5K |
| Destiny Wealth Partners, LLC | $5.0M | 58,627 | 0.70% | 23q | -5.7%-$302.5K |
| FLOW TRADERS U.S. LLC | $4.4M | 51,731 | 0.18% | 3q | -94.3%-$73.8M |
| ACT WEALTH MANAGEMENT, LLC | $3.5M | 41,435 | 1.04% | 23q | +1.5%+$53.5K |
| Cresset Asset Management, LLC | $3.4M | 39,970 | 0.01% | 17q | HELD |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $2.9M | 34,328 | 1.78% | 16q | HELD |
| Great Waters Wealth Management | $2.6M | 30,490 | 0.24% | 15q | -3.2%-$85.8K |
| Corient Private Wealth LP | $2.6M | 30,105 | 0.00% | 15q | HELD |
| SHP Wealth Management | $2.5M | 29,050 | 0.17% | 3q | +73.6%+$1.1M |
| Convergence Financial, LLC | $2.4M | 28,216 | 0.19% | 10q | +81.2%+$1.1M |
| Tennessee Valley Asset Management Partners | $2.4M | 27,439 | 0.26% | 15q | +5.2%+$115.7K |
| FINANCIAL CONSULATE, INC | $2.2M | 25,972 | 0.25% | 28q | -61.3%-$3.5M |
| AMERIPRISE FINANCIAL INC | $2.1M | 24,702 | 0.00% | 7q | +9.9%+$190.0K |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.1M | 24,287 | 0.08% | 10q | +2.5%+$49.9K |
| Ausdal Financial Partners, Inc. | $2.0M | 23,700 | 0.08% | 2q | +69.2%+$830.4K |
| Cooper Financial Group | $2.0M | 23,430 | 0.17% | 2q | +2.8%+$54.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 23,112 | 0.00% | 20q | -1.0%-$20.0K |
| Gerber Kawasaki Wealth & Investment Management | $1.9M | 22,655 | 0.05% | 20q | -2.3%-$46.0K |
| TRUIST FINANCIAL CORP | $1.9M | 22,547 | 0.00% | 11q | -1.1%-$20.7K |
| IAG Wealth Partners, LLC | $1.8M | 21,200 | 0.18% | 17q | +24.6%+$358.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 19,106 | 0.00% | 10q | HELD |
| PFG Advisors | $1.6M | 18,497 | 0.08% | 10q | +1.6%+$25.4K |
| Sigma Planning Corp | $1.6M | 18,119 | 0.04% | 4q | -7.9%-$132.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.5M | 17,686 | 0.02% | 11q | +12.9%+$172.9K |
| New England Capital Financial Advisors LLC | $1.4M | 16,340 | 0.33% | 15q | +41.1%+$407.5K |
| XY Planning Network, Inc. | $1.4M | 16,195 | 0.17% | 3q | HELD |
| Modern Wealth Management, LLC | $1.3M | 14,958 | 0.02% | 3q | +145.2%+$758.9K |
| Chicago Partners Investment Group LLC | $1.3M | 15,127 | 0.03% | 16q | +3.2%+$39.9K |
| ROYAL BANK OF CANADA | $1.2M | 14,351 | 0.00% | 30q | +5.3%+$61.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 13,981 | 0.00% | 9q | +23.8%+$230.2K |
| Global Assets Advisory, LLC | $1.2M | 13,926 | 0.26% | new | NEW |
| Americana Partners, LLC | $1.2M | 13,493 | 0.03% | 11q | HELD |
| CX Institutional | $1.1M | 13,203 | 0.03% | 11q | -6.2%-$74.8K |
| Flagship Private Wealth, LLC | $1.1M | 12,614 | 0.38% | 23q | -3.6%-$40.9K |
| Waverly Advisors, LLC | $1.0M | 12,224 | 0.01% | 10q | -5.3%-$58.3K |
| KPP Advisory Services LLC | $1.0M | 11,940 | 0.13% | 10q | -1.6%-$16.8K |
| FSM Wealth Advisors, LLC | $943.2K | 11,010 | 0.10% | 17q | +1.6%+$14.5K |
| Mariner, LLC | $917.7K | 10,712 | 0.00% | 15q | -95.7%-$20.3M |
| PRIVATE TRUST CO NA | $868.5K | 10,138 | 0.07% | 17q | -6.3%-$58.7K |
| Christensen, King & Associates Investment Services, Inc. | $806.0K | 9,408 | 0.32% | 11q | -5.4%-$46.2K |
| Merit Financial Group, LLC | $803.1K | 9,374 | 0.00% | 17q | +0.6%+$4.8K |
| Noble Wealth Partners LLC | $799.0K | 9,327 | 0.69% | new | FIRST |
| Cetera Investment Advisers | $770.3K | 8,992 | 0.00% | 10q | +8.2%+$58.7K |
| VERUS CAPITAL PARTNERS, LLC | $744.6K | 8,691 | 0.04% | 3q | -1.0%-$7.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $733.8K | 8,566 | 0.00% | 10q | -51.9%-$792.5K |
| Western Wealth Management, LLC | $676.4K | 7,895 | 0.02% | 14q | -2.3%-$15.6K |
| BIP Wealth, LLC | $669.7K | 7,817 | 0.02% | 14q | -3.8%-$26.5K |
| Strategic Wealth Investment Group, LLC | $651.4K | 7,604 | 0.08% | 5q | HELD |
| Geneos Wealth Management Inc. | $648.6K | 7,571 | 0.01% | 27q | HELD |
| GTS SECURITIES LLC | $644.4K | 7,522 | 0.01% | 2q | -68.3%-$1.4M |
| STIFEL FINANCIAL CORP | $640.1K | 7,472 | 0.00% | 13q | +12.2%+$69.6K |
| LVW Advisors, LLC | $638.0K | 7,447 | 0.06% | 25q | -13.6%-$100.7K |
| Professional Financial Advisors, LLC | $636.8K | 7,434 | 0.11% | 24q | HELD |
| Creative Planning | $634.5K | 7,406 | 0.00% | 4q | +60.5%+$239.3K |
| AE Wealth Management LLC | $625.5K | 7,301 | 0.00% | 7q | +26.1%+$129.6K |
| JAMES INVESTMENT RESEARCH, INC. | $603.5K | 7,044 | 0.06% | new | NEW |
| Stratos Investment Management, LLC | $575.7K | 6,719 | 0.02% | 6q | -1.8%-$10.5K |
| CAPTRUST FINANCIAL ADVISORS | $568.2K | 6,632 | 0.00% | 25q | HELD |
| Garrett Wealth Advisory Group, LLC | $563.5K | 6,578 | 0.09% | 16q | HELD |
| Monument Capital Management | $558.9K | 6,524 | 0.11% | new | NEW |
| BlackRock, Inc. | $558.0K | 6,513 | 0.00% | 3q | HELD |
| Vernal Point Advisors, LLC | $551.3K | 6,435 | 0.19% | 11q | HELD |
| GOLDMAN SACHS GROUP INC | $516.2K | 6,025 | 0.00% | 5q | HELD |
| Alaska Wealth Advisors, LLC | $504.0K | 5,883 | 0.05% | 6q | -2.4%-$12.4K |
| Summit Financial, LLC | $493.2K | 5,757 | 0.01% | 4q | +0.6%+$2.9K |
| Stillwater Private Wealth, LLC | $484.0K | 5,491 | 0.32% | 2q | -53.4%-$553.5K |
| Clear Creek Financial Management, LLC | $477.8K | 5,577 | 0.03% | new | NEW |
| Bridgewater Advisors Inc. | $463.0K | 5,384 | 0.03% | 6q | -12.8%-$68.1K |
| Perennial Advisors, LLC | $458.8K | 5,355 | 0.07% | 5q | HELD |
| William Mack & Associates, Inc. | $440.3K | 5,140 | 0.16% | new | NEW |
Showing the largest 100 of 180 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $148.8M | 1,721,015 | 7 | 13 | 18 | 0.0% |
| Q2 2026 | 180 | $991.2M | 11,575,080 | 21 | 60 | 48 | 0.0% |
| Q1 2026 | 173 | $803.3M | 10,605,351 | 24 | 61 | 44 | 0.0% |
| Q4 2025 | 159 | $749.9M | 9,769,536 | 21 | 58 | 38 | 0.0% |
| Q3 2025 | 146 | $707.7M | 9,450,905 | 17 | 47 | 44 | 0.0% |
| Q2 2025 | 139 | $657.6M | 9,525,512 | 16 | 52 | 43 | 0.0% |
| Q1 2025 | 131 | $582.5M | 9,329,679 | 12 | 42 | 37 | 0.0% |
| Q4 2024 | 136 | $631.5M | 9,964,926 | 12 | 51 | 26 | 0.0% |
| Q3 2024 | 135 | $620.9M | 9,587,842 | 11 | 43 | 33 | 0.0% |
| Q2 2024 | 128 | $594.0M | 9,772,655 | 12 | 62 | 25 | 0.0% |
| Q1 2024 | 122 | $585.2M | 9,806,405 | 22 | 44 | 28 | 0.0% |
| Q4 2023 | 107 | $502.9M | 9,075,698 | 15 | 44 | 24 | 0.0% |
| Q3 2023 | 100 | $438.0M | 8,675,142 | 16 | 35 | 22 | 0.0% |
| Q2 2023 | 93 | $417.9M | 7,983,614 | 8 | 42 | 26 | 0.0% |
| Q1 2023 | 94 | $432.7M | 8,676,840 | 14 | 28 | 24 | 0.0% |
| Q4 2022 | 83 | $302.4M | 6,479,000 | 17 | 29 | 19 | 0.0% |
| Q3 2022 | 77 | $357.7M | 8,358,565 | 10 | 28 | 16 | 0.0% |
| Q2 2022 | 74 | $349.0M | 7,581,295 | 12 | 23 | 22 | 0.0% |
| Q1 2022 | 74 | $769.8M | 14,040,158 | 10 | 32 | 17 | 0.0% |
| Q4 2021 | 71 | $965.2M | 16,687,911 | 6 | 36 | 9 | 0.0% |
| Q3 2021 | 66 | $742.4M | 13,562,394 | 11 | 21 | 19 | 0.0% |
| Q2 2021 | 65 | $435.6M | 7,845,762 | 11 | 22 | 16 | 0.0% |
| Q1 2021 | 56 | $367.3M | 7,010,615 | 11 | 17 | 12 | 0.0% |
| Q4 2020 | 49 | $398.0M | 8,154,411 | 4 | 18 | 11 | 0.0% |
| Q3 2020 | 45 | $312.4M | 7,223,814 | 5 | 11 | 13 | 0.0% |
| Q2 2020 | 43 | $261.2M | 6,561,009 | 9 | 9 | 10 | 0.0% |
| Q1 2020 | 45 | $95.4M | 2,837,964 | 8 | 14 | 10 | 0.0% |
| Q4 2019 | 54 | $118.1M | 2,749,113 | 8 | 14 | 16 | 0.0% |
| Q3 2019 | 45 | $398.6M | 9,988,003 | 8 | 10 | 12 | 0.0% |
| Q2 2019 | 43 | $395.9M | 4,952,148 | 5 | 16 | 12 | 0.0% |
| Q1 2019 | 42 | $342.5M | 4,387,048 | 5 | 17 | 11 | 0.0% |
| Q4 2018 | 44 | $132.2M | 1,898,440 | 1 | 1 | 0 | 0.0% |