SPGM Institutional Ownership
State Street SPDR Portfolio MSCI Global Stock Market ETF
1W: -0.4%
1M: +0.0%
3M: +1.4%
YTD: +12.9%
1Y: +17.2%
3Y: +83.2%
5Y: +70.5%
$87.27
+0.79 (+0.91%)
Weekly Expected Move ±1.6%
$84
$86
$87
$89
$90
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPGM
196
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
982M
Total Invested
26
New Positions
68
Increased
69
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (207 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,266,094 | 198M | +70,559 | +3.2% | 42Q | SEC ↗ |
| 2 | Sequoia Financial Advisors, LLC | 2,214,046 | 193M | +209,359 | +10.4% | 40Q | SEC ↗ |
| 3 | BANK OF NOVA SCOTIA NEW | 1,232,400 | 108M | — | +0.0% | 1Q | SEC ↗ |
| 4 | HighTower Advisors, LLC | 846,356 | 74M | +822,698 | +3477.5% | 5Q | SEC ↗ |
| 5 | Private Advisor Group, LLC | 423,517 | 37M | +165,291 | +64.0% | 20Q | SEC ↗ |
| 6 | Peak Financial Management, Inc. | 365,097 | 32M | +670 | +0.2% | 39Q | SEC ↗ |
| 7 | COMMERCE BANK | 242,015 | 21M | +2,235 | +0.9% | 4Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 233,160 | 20M | +16,945 | +7.8% | 26Q | SEC ↗ |
| 9 | Goldstone Financial Group, LLC | 230,291 | 20M | +122,695 | +114.0% | 2Q | SEC ↗ |
| 10 | Schaeffer Financial LLC | 226,929 | 20M | -24,296 | -9.7% | 11Q | SEC ↗ |
| 11 | MORGAN STANLEY | 183,094 | 16M | +12,449 | +7.3% | 51Q | SEC ↗ |
| 12 | Advance Capital Management, Inc. | 147,537 | 13M | +2,861 | +2.0% | 19Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 146,790 | 13M | -21,087 | -12.6% | 15Q | SEC ↗ |
| 14 | NewEdge Advisors, LLC | 129,594 | 11M | +128,531 | +12091.3% | 15Q | SEC ↗ |
| 15 | Ethos Financial Group, LLC | 122,686 | 11M | -4,422 | -3.5% | 7Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 109,143 | 10M | +10,411 | +10.5% | 12Q | SEC ↗ |
| 17 | Belpointe Asset Management LLC | 102,168 | 9M | -1,308 | -1.3% | 11Q | SEC ↗ |
| 18 | Clearstead Advisors, LLC | 95,544 | 8M | +26,439 | +38.3% | 16Q | SEC ↗ |
| 19 | FORONJY FINANCIAL LLC | 91,195 | 8M | +16,905 | +22.8% | 5Q | SEC ↗ |
| 20 | UBS Group AG | 90,029 | 8M | -4,024 | -4.3% | 29Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 89,476 | 8M | -180 | -0.2% | 15Q | SEC ↗ |
| 22 | RAYMOND JAMES FINANCIAL INC | 83,873 | 7M | +30,689 | +57.7% | 7Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 79,112 | 7M | -102,216 | -56.4% | 12Q | SEC ↗ |
| 24 | Coastal Bridge Advisors, LLC | 77,977 | 7M | +783 | +1.0% | 6Q | SEC ↗ |
| 25 | Barden Capital Management, Inc. | 77,495 | 7M | +648 | +0.8% | 19Q | SEC ↗ |
| 26 | Investment Planning Advisors, Inc. | 72,890 | 6M | +4,138 | +6.0% | 9Q | SEC ↗ |
| 27 | Balentine LLC | 72,889 | 6M | -4,704 | -6.1% | 28Q | SEC ↗ |
| 28 | UNIQUE WEALTH, LLC | 69,155 | 6M | -6,634 | -8.8% | 15Q | SEC ↗ |
| 29 | MENORA MIVTACHIM HOLDINGS LTD. NEW | 63,000 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Betterment LLC | 61,223 | 5M | +4,546 | +8.0% | 3Q | SEC ↗ |
| 31 | Destiny Wealth Partners, LLC | 58,627 | 5M | -3,556 | -5.7% | 23Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC | 51,731 | 5M | -861,601 | -94.3% | 3Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 44,921 | 4M | +5,488 | +13.9% | 12Q | SEC ↗ |
| 34 | ACT WEALTH MANAGEMENT, LLC | 41,435 | 4M | +625 | +1.5% | 23Q | SEC ↗ |
| 35 | Cresset Asset Management, LLC | 39,970 | 3M | — | +0.0% | 17Q | SEC ↗ |
| 36 | INTERACTIVE FINANCIAL ADVISORS, INC. | 34,328 | 3M | -35 | -0.1% | 16Q | SEC ↗ |
| 37 | CWM, LLC | 32,849 | 3M | -1,347 | -3.9% | 14Q | SEC ↗ |
| 38 | Great Waters Wealth Management | 30,490 | 3M | -1,002 | -3.2% | 15Q | SEC ↗ |
| 39 | Corient Private Wealth LP | 30,105 | 3M | +45 | +0.1% | 15Q | SEC ↗ |
| 40 | SHP Wealth Management | 29,050 | 3M | +12,318 | +73.6% | 3Q | SEC ↗ |
| 41 | Convergence Financial, LLC | 28,216 | 2M | +12,648 | +81.2% | 10Q | SEC ↗ |
| 42 | Tennessee Valley Asset Management Part | 27,439 | 2M | +1,351 | +5.2% | 15Q | SEC ↗ |
| 43 | FINANCIAL CONSULATE, INC | 25,972 | 2M | -41,131 | -61.3% | 28Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 24,702 | 2M | +2,218 | +9.9% | 7Q | SEC ↗ |
| 45 | FLAGSHIP HARBOR ADVISORS, LLC | 24,287 | 2M | +583 | +2.5% | 10Q | SEC ↗ |
| 46 | Ausdal Financial Partners, Inc. | 23,700 | 2M | +9,693 | +69.2% | 2Q | SEC ↗ |
| 47 | Cooper Financial Group | 23,430 | 2M | +630 | +2.8% | 2Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 23,112 | 2M | -234 | -1.0% | 20Q | SEC ↗ |
| 49 | Gerber Kawasaki Wealth & Investment Ma | 22,655 | 2M | -537 | -2.3% | 20Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 22,547 | 2M | -242 | -1.1% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BANK OF NOVA SCOTIA | 1,232,400 | 108M |
| MENORA MIVTACHIM HOLDINGS LTD. | 63,000 | 5M |
| Global Assets Advisory, LLC | 13,926 | 1M |
| Noble Wealth Partners LLC | 9,327 | 814K |
| JAMES INVESTMENT RESEARCH, INC. | 7,044 | 615K |
| Monument Capital Management | 6,524 | 569K |
| Clear Creek Financial Management, L | 5,577 | 487K |
| William Mack & Associates, Inc. | 5,140 | 449K |
| Global Retirement Partners, LLC | 5,037 | 440K |
| Atlantic Union Bankshares Corp | 4,971 | 434K |
| DGS Capital Management, LLC | 4,677 | 408K |
| Zhang Financial LLC | 4,480 | 391K |
| Empirical Financial Services, LLC d | 3,857 | 337K |
| MW ADVISORY, LLC | 3,784 | 330K |
| RHS Financial, LLC | 3,689 | 322K |
| Beacon Pointe Advisors, LLC | 3,659 | 319K |
| J.W. COLE ADVISORS, INC. | 3,516 | 307K |
| TBH Global Asset Management, LLC | 3,244 | 283K |
| OPPENHEIMER & CO INC | 2,993 | 261K |
| Ameritas Advisory Services, LLC | 2,741 | 239K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 370,713 | 32M |
| JANE STREET GROUP, LLC | 177,385 | 15M |
| MEITAV INVESTMENT HOUSE LTD | 143,590 | 13M |
| Trilogy Capital Inc. | 63,728 | 6M |
| CITADEL ADVISORS LLC | 30,633 | 3M |
| Fund Evaluation Group, LLC | 26,923 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 25,022 | 2M |
| Virtu Financial LLC | 10,114 | 883K |
| HRT FINANCIAL LP | 8,406 | 734K |
| Verdence Capital Advisors LLC | 6,525 | 569K |
| Orion Porfolio Solutions, LLC | 5,253 | 458K |
| Envestnet Portfolio Solutions, Inc. | 2,621 | 229K |
| Scarborough Advisors, LLC | 659 | 58K |
| Fairway Wealth LLC | 582 | 51K |
| TopTier Wealth Management, LLC | 350 | 31K |
| Elyxium Wealth, LLC | 288 | 25K |
| True Link Financial Advisors, LLC | 281 | 25K |
| Sound Income Strategies, LLC | 246 | 21K |
| MidAtlantic Capital Management, Inc | 237 | 21K |
| Rossby Financial, LCC | 219 | 19K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +822,698 | +3477.5% | 846,356 |
| Sequoia Financial Advisors, LLC | +209,359 | +10.4% | 2,214,046 |
| Private Advisor Group, LLC | +165,291 | +64.0% | 423,517 |
| NewEdge Advisors, LLC | +128,531 | +12091.3% | 129,594 |
| Goldstone Financial Group, LLC | +122,695 | +114.0% | 230,291 |
| LPL Financial LLC | +70,559 | +3.2% | 2,266,094 |
| RAYMOND JAMES FINANCIAL INC | +30,689 | +57.7% | 83,873 |
| Clearstead Advisors, LLC | +26,439 | +38.3% | 95,544 |
| OSAIC HOLDINGS, INC. | +16,945 | +7.8% | 233,160 |
| FORONJY FINANCIAL LLC | +16,905 | +22.8% | 91,195 |
| Convergence Financial, LLC | +12,648 | +81.2% | 28,216 |
| MORGAN STANLEY | +12,449 | +7.3% | 183,094 |
| SHP Wealth Management | +12,318 | +73.6% | 29,050 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +10,411 | +10.5% | 109,143 |
| Ausdal Financial Partners, Inc. | +9,693 | +69.2% | 23,700 |
| Modern Wealth Management, LLC | +8,858 | +145.2% | 14,958 |
| Cambridge Investment Research Advis | +5,488 | +13.9% | 44,921 |
| New England Capital Financial Advis | +4,757 | +41.1% | 16,340 |
| Betterment LLC | +4,546 | +8.0% | 61,223 |
| IAG Wealth Partners, LLC | +4,189 | +24.6% | 21,200 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | -861,601 | -94.3% | 51,731 |
| Mariner, LLC | -236,547 | -95.7% | 10,712 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -102,216 | -56.4% | 79,112 |
| FINANCIAL CONSULATE, INC | -41,131 | -61.3% | 25,972 |
| Schaeffer Financial LLC | -24,296 | -9.7% | 226,929 |
| BANK OF AMERICA CORP /DE | -21,087 | -12.6% | 146,790 |
| GTS SECURITIES LLC | -16,240 | -68.3% | 7,522 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -9,251 | -51.9% | 8,566 |
| UNIQUE WEALTH, LLC | -6,634 | -8.8% | 69,155 |
| Stillwater Private Wealth, LLC | -6,280 | -53.4% | 5,491 |
| Balentine LLC | -4,704 | -6.1% | 72,889 |
| Ethos Financial Group, LLC | -4,422 | -3.5% | 122,686 |
| UBS Group AG | -4,024 | -4.3% | 90,029 |
| Destiny Wealth Partners, LLC | -3,556 | -5.7% | 58,627 |
| Spire Wealth Management | -1,750 | -65.2% | 935 |
| Horizon Investments, LLC | -1,683 | -50.0% | 1,683 |
| Jacobi Capital Management LLC | -1,644 | -35.2% | 3,025 |
| Sigma Planning Corp | -1,550 | -7.9% | 18,119 |
| Cape Investment Advisory, Inc. | -1,449 | -39.5% | 2,218 |
| CWM, LLC | -1,347 | -3.9% | 32,849 |