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State Street Spdr Portfolio (SPGM)

CUSIP: 78463X475 | NYSE | 379 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Peak Financial Management, Inc.367,153
7.2% of portfolio›$31.8M
Schaeffer Financial LLC210,781
13.9% of portfolio›$18.2M
Founders Financial Securities LLC163,897
0.7% of portfolio›$14.2M
OAK Family Advisors, LLC126,629
2.8% of portfolio›$11.0M
Foronjy Financial LLC95,128
2.9% of portfolio›$8.2M
Investment Planning Advisors, Inc.76,774
1.5% of portfolio›$6.6M
Barden Capital Management, Inc.76,712
6.0% of portfolio›$6.6M
Wealth Enhancement Advisory Services, LLC75,553
0.0% of portfolio›$6.6M
Balentine LLC70,934
0.2% of portfolio›$6.1M
Unique Wealth, LLC66,295
0.7% of portfolio›$5.7M
Destiny Wealth Partners, LLC56,834
0.5% of portfolio›$4.8M
Cambridge Investment Research Advisors, Inc.47,806
0.0% of portfolio›$4.1K
ACT Wealth Management, LLC41,123
1.0% of portfolio›$3.6M
Great Waters Wealth Management30,262
0.2% of portfolio›$2.6M
Tennessee Valley Asset Management Partners27,957
0.3% of portfolio›$2.4M
Flagship Harbor Advisors, LLC26,129
0.1% of portfolio›$2.3M
Cooper Financial Group25,716
0.2% of portfolio›$2.2M
Financial Consulate, Inc25,308
0.2% of portfolio›$2.2M
Convergence Financial, LLC23,454
0.3% of portfolio›$2.0M
Truist Financial Corp22,361
0.0% of portfolio›$1.9M
Commonwealth Equity Services, LLC20,899
0.0% of portfolio›$1.8M
Gerber Kawasaki Wealth & Investment Management20,588
0.0% of portfolio›$1.8M
PFG Advisors17,855
0.1% of portfolio›$1.5M
New England Capital Financial Advisors LLC16,632
0.3% of portfolio›$1.4M
XY Planning Network, Inc.16,195
0.2% of portfolio›$1.4M
IFP Advisors, Inc15,879
0.0% of portfolio›$1.4M
Chicago Partners Investment Group LLC15,865
0.0% of portfolio›$1.4M
Global Assets Advisory, LLC14,134
0.3% of portfolio›$1.2M
Buck Wealth Strategies, LLC14,000
0.1% of portfolio›$1.2M
CX Institutional13,146
0.0% of portfolio›$1.1K
Flagship Private Wealth, LLC12,606
0.4% of portfolio›$1.1M
Strategic Wealth Investment Group, LLC11,581
0.1% of portfolio›$1.0M
KPP Advisory Services LLC11,509
0.2% of portfolio›$995.6K
Treasure Coast Financial Planning11,178
0.5% of portfolio›$966.9K
FSM Wealth Advisors, LLC10,956
0.1% of portfolio›$952.7K
Verus Capital Partners, LLC10,661
0.0% of portfolio›$922.2K
Private Trust Co NA10,138
0.1% of portfolio›$876.9K
Christensen, King & Associates Investment Services, Inc.9,414
0.3% of portfolio›$814.3K
Sigma Planning Corp8,742
0.0% of portfolio›$662.7K
William Mack & Associates, Inc.8,154
0.2% of portfolio›$705.3K
BIP Wealth, LLC7,817
0.0% of portfolio›$676.2K
Professional Financial Advisors, LLC7,434
0.1% of portfolio›$643.0K
Creative Planning6,988
0.0% of portfolio›$604.5K
LVW Advisors, LLC6,860
0.1% of portfolio›$593.4K
Garrett Wealth Advisory Group, LLC6,561
0.1% of portfolio›$567.5K
Monument Capital Management6,524
0.1% of portfolio›$564.3K
Vann Equity Management LLC6,015
0.3% of portfolio›$520.3K
RFG Advisory, LLC5,743
0.0% of portfolio›$496.8K
Cornerstone Wealth Management, LLC5,656
0.0% of portfolio›$489.2K
Perennial Advisors, LLC5,355
0.1% of portfolio›$463.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,217
0.0% of portfolio›$451.3K
Key FInancial Inc4,879
0.1% of portfolio›$422.0K
Americana Partners, LLC4,849
0.0% of portfolio›$419.4K
Koshinski Asset Management, Inc.4,704
0.0% of portfolio›$406.9K
Sage Mountain Advisors LLC4,081
0.0% of portfolio›$353.0K
Atlas Private Wealth Advisors3,899
0.1% of portfolio›$337.2K
United Advisor Group, LLC3,631
0.0% of portfolio›$314.1K
Farther Finance Advisors, LLC3,598
0.0% of portfolio›$311.2K
Cape Investment Advisory, Inc.3,576
0.1% of portfolio›$309.3K
Mccarter Private Wealth Services LLC3,275
0.1% of portfolio›$283.3K
MCF Advisors LLC3,251
0.0% of portfolio›$281.2K
Holos Integrated Wealth LLC2,691
0.1% of portfolio›$231.4K
MW Advisory, LLC2,445
0.1% of portfolio›$211.5K
Oppenheimer & Co Inc2,382
0.0% of portfolio›$206.0K
Plante Moran Financial Advisors, LLC1,753
0.0% of portfolio›$151.6K
Sunrise Financial Services, LLC1,639
0.1% of portfolio›$141.8K
AlphaCore Capital LLC1,264
0.0% of portfolio›$109.3K
Acima Private Wealth, LLC1,218
0.0% of portfolio›$105.4K
Elevation Wealth Partners, LLC855
0.0% of portfolio›$74.0K
Simplex Trading, LLC701
0.0% of portfolio›$60.6K
Hughes Financial Services, LLC589
0.0% of portfolio›$51.0K
Wealth Enhancement Trust Services, Inc.515
0.0% of portfolio›$44.5K
Assetmark, Inc470
0.0% of portfolio›$40.7K
Citigroup Inc390
0.0% of portfolio›$33.7K
Joseph Group Capital Management303
0.0% of portfolio›$26.2K
Elyxium Wealth, LLC288
0.0% of portfolio›$25.0K
MidAtlantic Capital Management, Inc.237
0.0% of portfolio›$20.5K
Midwest Capital Advisors, LLC233
0.0% of portfolio›$20.2K
Cranbrook Wealth Management, LLC142
0.0% of portfolio›$12.3K
Planning Strategies Inc.120
0.0% of portfolio›$10.4K
Ashton Thomas Private Wealth, LLC116
0.0% of portfolio›$10.0K
Gamma Investing LLC97
0.0% of portfolio›$8.4K
Signaturefd, LLC75
0.0% of portfolio›$6.5K
Ascentis Independent Advisors67
0.0% of portfolio›$5.8K
CoreCap Advisors, LLC56
0.0% of portfolio›$4.8K
Morton Brown Family Wealth, LLC17
0.0% of portfolio›$1.5K
Kingdom Financial Group Llc.17
0.0% of portfolio›$1.5K
Capital Investment Advisory Services, LLC15
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Peak Financial Management, Inc.
367,153$31.8M7.2%ETFVery LowWellesley, MA2026-10-16
Schaeffer Financial LLC
210,781$18.2M13.9%ETFLowRockville, MD2026-10-23
Founders Financial Securities LLC
163,897$14.2M0.7%ETFMediumTowson, MD2026-10-28
OAK Family Advisors, LLC
126,629$11.0M2.8%CoreMediumChicago, IL2026-10-19
Foronjy Financial LLC
95,128$8.2M2.9%ETFLowLos Osos, CA2026-10-14
Investment Planning Advisors, Inc.
76,774$6.6M1.5%ETFMediumCumming, GA2026-10-14
Barden Capital Management, Inc.
76,712$6.6M6.0%GrowthLowAustin, TX2026-10-09
Wealth Enhancement Advisory Services, LLC
75,553$6.6M0.0%CoreLowPlymouth, MN2026-10-13
Balentine LLC
70,934$6.1M0.2%ETFLowAtlanta, GA2026-11-03
Unique Wealth, LLC
66,295$5.7M0.7%ETFMediumTampa, FL2026-10-16
Destiny Wealth Partners, LLC
56,834$4.8M0.5%ETFMediumTavares, FL2026-11-05
Cambridge Investment Research Advisors, Inc.
47,806$4.1K0.0%ETFLowFairfield, IA2026-11-02
ACT Wealth Management, LLC
41,123$3.6M1.0%ETFVery LowPlano, TX2026-10-09
Great Waters Wealth Management
30,262$2.6M0.2%ETFVery LowShoreview, MN2026-10-07
Tennessee Valley Asset Management Partners
27,957$2.4M0.3%ETFLowKnoxville, TN2026-11-03
Flagship Harbor Advisors, LLC
26,129$2.3M0.1%ETFMediumBoston, MA2026-10-26
Cooper Financial Group
25,716$2.2M0.2%GrowthMediumIrvine, CA2026-10-07
Financial Consulate, Inc
25,308$2.2M0.2%ETFLowHunt Valley, MD2026-10-23
Convergence Financial, LLC
23,454$2.0M0.3%ETFMediumColumbia, MO2026-10-27
Truist Financial Corp
22,361$1.9M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
20,899$1.8M0.0%ETFLowWaltham, MA2026-11-02
Gerber Kawasaki Wealth & Investment Management
20,588$1.8M0.0%ETFLowSanta Monica, CA2026-10-29
PFG Advisors
17,855$1.5M0.1%ETFMediumPhoenix, AZ2026-10-16
New England Capital Financial Advisors LLC
16,632$1.4M0.3%ETFLowMeriden, CT2026-11-03
XY Planning Network, Inc.
16,195$1.4M0.2%ETFLowBozeman, MT2026-10-14
IFP Advisors, Inc
15,879$1.4M0.0%GrowthLowTampa, FL2026-10-16
Chicago Partners Investment Group LLC
15,865$1.4M0.0%GARPLowChicago, IL2026-10-27
Global Assets Advisory, LLC
14,134$1.2M0.3%GrowthHighOrlando, FL2026-10-28
Buck Wealth Strategies, LLC
14,000$1.2M0.1%ValueMediumDenver, CO2026-10-28
CX Institutional
13,146$1.1K0.0%CoreMediumAuburn, IN2026-10-02
Flagship Private Wealth, LLC
12,606$1.1M0.4%ETFLowWoburn, MA2026-11-05
Strategic Wealth Investment Group, LLC
11,581$1.0M0.1%GrowthLowLouisville, KY2026-10-29
KPP Advisory Services LLC
11,509$995.6K0.2%GrowthMediumLouisville, KY2026-10-26
Treasure Coast Financial Planning
11,178$966.9K0.5%ETFVery LowVero Beach, FL2026-11-03
FSM Wealth Advisors, LLC
10,956$952.7K0.1%ETFLowCleveland, OH2026-10-27
Verus Capital Partners, LLC
10,661$922.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Private Trust Co NA
10,138$876.9K0.1%CoreLowCleveland, OH2026-10-20
Christensen, King & Associates Investment Services, Inc.
9,414$814.3K0.3%ETFVery LowRichland, WA2026-10-22
Sigma Planning Corp
8,742$662.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
William Mack & Associates, Inc.
8,154$705.3K0.2%ETFLowTroy, MI2026-10-27
BIP Wealth, LLC
7,817$676.2K0.0%ETFMediumAtlanta, GA2026-10-22
Professional Financial Advisors, LLC
7,434$643.0K0.1%ETFMediumNorth Platte, NE2026-10-13
Creative Planning
6,988$604.5K0.0%IndexVery LowOverland Park, KS2026-11-02
LVW Advisors, LLC
6,860$593.4K0.1%CoreMediumPittsford, NY2026-10-19
Garrett Wealth Advisory Group, LLC
6,561$567.5K0.1%ETFVery LowWeatherford, TX2026-10-22
Monument Capital Management
6,524$564.3K0.1%GARPHighAlexandria, VA2026-10-09
Vann Equity Management LLC
6,015$520.3K0.3%GrowthMediumPlano, TX2026-10-08
RFG Advisory, LLC
5,743$496.8K0.0%ETFMediumBirmingham, AL2026-11-03
Cornerstone Wealth Management, LLC
5,656$489.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Perennial Advisors, LLC
5,355$463.2K0.1%CoreLowNew York, NY2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,217$451.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Key FInancial Inc
4,879$422.0K0.1%ETFLowWest Chester, PA2026-11-02
Americana Partners, LLC
4,849$419.4K0.0%CoreMediumHouston, TX2026-10-28
Koshinski Asset Management, Inc.
4,704$406.9K0.0%ETFLowDecatur, IL2026-10-29
Sage Mountain Advisors LLC
4,081$353.0K0.0%ETFLowAtlanta, GA2026-11-02
Atlas Private Wealth Advisors
3,899$337.2K0.1%ETFLowRed Bank, NJ2026-10-23
United Advisor Group, LLC
3,631$314.1K0.0%ETFLowCincinnati, OH2026-11-03
Farther Finance Advisors, LLC
3,598$311.2K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
3,576$309.3K0.1%ETFLowMcdonough, GA2026-10-13
Mccarter Private Wealth Services LLC
3,275$283.3K0.1%CoreLowBoston, MA2026-10-22
MCF Advisors LLC
3,251$281.2K0.0%ETFLowLexington, KY2026-10-28
Holos Integrated Wealth LLC
2,691$231.4K0.1%ETFLowKennett Square, PA2026-10-23
MW Advisory, LLC
2,445$211.5K0.1%CoreN/AAtlanta, GA2026-10-19
Oppenheimer & Co Inc
2,382$206.0K0.0%CoreLowNew York, NY2026-10-26
Plante Moran Financial Advisors, LLC
1,753$151.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Sunrise Financial Services, LLC
1,639$141.8K0.1%ETFMediumBurien, WA2026-10-21
AlphaCore Capital LLC
1,264$109.3K0.0%ETFLowLa Jolla, CA2026-11-04
Acima Private Wealth, LLC
1,218$105.4K0.0%ETFVery LowRichmond, VA2026-10-05
Elevation Wealth Partners, LLC
855$74.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Simplex Trading, LLC
701$60.6K0.0%CoreVery HighChicago, IL2026-11-04
Hughes Financial Services, LLC
589$51.0K0.0%ETFLowHerndon, VA2026-10-30
Wealth Enhancement Trust Services, Inc.
515$44.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Assetmark, Inc
470$40.7K0.0%ETFLowConcord, CA2026-10-21
Citigroup Inc
390$33.7K0.0%CoreMediumNew York, NY2026-11-04
Joseph Group Capital Management
303$26.2K0.0%ETFLowColumbus, OH2026-11-04
Elyxium Wealth, LLC
288$25.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MidAtlantic Capital Management, Inc.
237$20.5K0.0%ETFVery LowRichmond, VA2026-11-05
Midwest Capital Advisors, LLC
233$20.2K0.0%ETFHighGrand Rapids, MI2026-11-04
Cranbrook Wealth Management, LLC
142$12.3K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Planning Strategies Inc.
120$10.4K0.0%ETFN/ALancaster, PA2026-10-02
Ashton Thomas Private Wealth, LLC
116$10.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Gamma Investing LLC
97$8.4K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
75$6.5K0.0%IndexLowAtlanta, GA2026-10-23
Ascentis Independent Advisors
67$5.8K0.0%ETFLowDallas, TX2026-11-03
CoreCap Advisors, LLC
56$4.8K0.0%ETFMediumSouthfield, MI2026-10-08
Morton Brown Family Wealth, LLC
17$1.5K0.0%ETFVery LowAllentown, PA2026-10-23
Kingdom Financial Group Llc.
17$1.5K0.0%ETFMediumPeoria, AZ2026-11-04
Capital Investment Advisory Services, LLC
15$1.3K0.0%CoreMediumRaleigh, NC2026-10-30