Who Owns State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM)?Hedge Fund & Institutional Holders

$75.88-0.73 (-0.95%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.6800013332652001e+207T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$55.50$61.89$68.28$74.67$81.06Sep 24Jun 25Mar 26

SPGM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sequoia Financial Advisors, LLCNew Position+1.7M+$133.3M
Schaeffer Financial LLCNew Position+252K+$19.3M
MEITAV INVESTMENT HOUSE LTDNew Position+164K+$12.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+147K+$11.5M
Ethos Financial Group, LLCNew Position+119K+$9.1M
Belpointe Asset Management LLCNew Position+109K+$8.4M
BlackRock, Inc.New Position+88K+$6.0M
UNIQUE WEALTH, LLCNew Position+78K+$6.0M
Coastal Bridge Advisors, LLCNew Position+77K+$5.9M
FORONJY FINANCIAL LLCNew Position+71K+$5.4M
Trilogy Capital Inc.New Position+64K+$4.9M
FINANCIAL CONSULATE, INCNew Position+45K+$3.4M
Investment Planning Advisors, Inc.New Position+42K+$3.2M
CWM, LLCNew Position+34K+$2.6M
INTERACTIVE FINANCIAL ADVISORS, INC.New Position+34K+$2.6M

SPGM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advance Capital Management, Inc.Decreased-2K-$28.0B
Peak Financial Management, Inc.Decreased-2K-$27.8B
Mariner, LLCDecreased-10K-$20.9B
BANK OF AMERICA CORP /DE/Decreased-64K-$20.4B
Private Advisor Group, LLCDecreased-434-$19.2B
MORGAN STANLEYDecreased-389-$12.4B
JANE STREET GROUP, LLCDecreased-48K-$9.3B
JPMORGAN CHASE & CODecreased-5K-$7.2B
UBS Group AGDecreased-30K-$6.4B
Balentine LLCDecreased-9K-$6.3B
StoneX Group Inc.Closed Position-74K-$5.5B
CITADEL ADVISORS LLCDecreased-49K-$4.7B
ROYAL BANK OF CANADADecreased-22K-$4.7B
MML INVESTORS SERVICES, LLCClosed Position-51K-$3.8B
FLAGSHIP HARBOR ADVISORS, LLCDecreased-24K-$2.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC2,193,004$168.0M0.05%Share
2Sequoia Financial Advisors, LLC1,738,053$133.3M0.74%Share
3HighTower Advisors, LLC690,816$52.0M0.06%Share
4Advance Capital Management, Inc.371,527$28.5M1.21%Share
5Peak Financial Management, Inc.369,702$28.4M7.31%Share
6Schaeffer Financial LLC251,935$19.3M16.86%Share
7Private Advisor Group, LLC255,516$19.0M0.09%Share
8Mariner, LLC242,357$18.0M0.02%Share
9GOLDMAN SACHS GROUP INC242,642$18.0M0.00%Share
10OSAIC HOLDINGS, INC.183,790$14.0M0.02%Share
11BANK OF AMERICA CORP /DE/157,823$12.0M0.00%Share
12MEITAV INVESTMENT HOUSE LTD163,800$12.0M0.14%Share
13MORGAN STANLEY165,005$12.0M0.00%Share
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC146,859$11.5M0.02%Share
15COMMERCE BANK141,290$10.0M0.06%Share
16Ethos Financial Group, LLC119,181$9.1M0.68%Share
17Belpointe Asset Management LLC109,267$8.4M0.30%Share
18JPMORGAN CHASE & CO91,420$7.0M0.00%Share
19BlackRock, Inc.87,445$6.0M0.00%Share
20UNIQUE WEALTH, LLC77,736$6.0M0.83%Share
21Coastal Bridge Advisors, LLC77,140$5.9M0.44%Share
22Barden Capital Management, Inc.75,217$5.8M4.74%Share
23Balentine LLC75,007$5.8M0.22%Share
24FORONJY FINANCIAL LLC70,775$5.4M2.27%Share
25Destiny Wealth Partners, LLC63,556$5.0M0.58%Share
26JANE STREET GROUP, LLC76,129$5.0M0.00%Share
27Trilogy Capital Inc.63,728$4.9M0.22%Share
28UBS Group AG55,482$4.3M0.00%Share
29FINANCIAL CONSULATE, INC44,796$3.4M0.47%Share
30Investment Planning Advisors, Inc.42,274$3.2M0.94%Share
31ACT WEALTH MANAGEMENT, LLC39,457$3.0M0.99%Share
32Clearstead Advisors, LLC39,138$3.0M0.04%Share
33BANK OF AMERICA CORP /DE/41,502$3.0M0.00%Share
34Cresset Asset Management, LLC39,970$3.0M0.01%Share
35CWM, LLC34,196$2.6M0.01%Share
36INTERACTIVE FINANCIAL ADVISORS, INC.33,666$2.6M1.67%Share
37Great Waters Wealth Management32,008$2.5M0.27%Share
38Corient Private Wealth LLC30,060$2.3M0.00%Share
39RAYMOND JAMES FINANCIAL INC28,117$2.0M0.00%Share
40ROYAL BANK OF CANADA30,516$2.0M0.00%Share
41Cambridge Investment Research Advisors, Inc.35,084$2.0M0.01%Share
42Gerber Kawasaki Wealth & Investment Management24,687$1.9M0.07%Share
43FLAGSHIP HARBOR ADVISORS, LLC23,524$1.8M0.09%Share
44TRUIST FINANCIAL CORP23,463$1.8M0.00%Share
45Tennessee Valley Asset Management Partners21,733$1.7M0.22%Share
46PFG Advisors17,543$1.3M0.07%Share
47XY Planning Network, Inc.16,195$1.2M0.22%Share
48Chicago Partners Investment Group LLC14,983$1.2M0.03%Share
49IAG Wealth Partners, LLC15,351$1.2M0.14%Share
50Americana Partners, LLC14,521$1.1M0.03%Share

SPGM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025157$716.7M+69
Q3 202588$475.3B-42
Q2 2025130$602.0B+2
Q1 2025128$571.3B+9
Q4 2024119$43.8T+24
Q3 202495$286.0T-2
Q2 202497$263.9T+8
Q1 202489$257.7T—

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As of Q4 2025, 50 institutional investors hold SPGM (State Street SPDR Portfolio MSCI Global Stock Market ETF). The largest holder is LPL Financial LLC with $168.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SPGM?

As of Q4 2025, 50 institutional investors report holding SPGM (State Street SPDR Portfolio MSCI Global Stock Market ETF) in their 13F filings.

Who is the largest institutional holder of SPGM?

The largest institutional holder of SPGM is LPL Financial LLC with $168.0M in shares.

Is institutional ownership of SPGM increasing or decreasing?

This quarter, 15 institutions opened new positions in SPGM and 2 closed their positions.