Who Owns SPDR INDEX SHS FDS (SPGM)? -- Institutional Holders (2026-06-30)
196 institutions reported holding $987.5M of SPDR INDEX SHS FDS (SPGM) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($194.1M), Sequoia Financial Advisors, LLC ($189.7M), BANK OF NOVA SCOTIA ($105.6M), HighTower Advisors, LLC ($72.5M), Private Advisor Group, LLC ($36.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $194.1M | 2.3M | Added |
| 2 | Sequoia Financial Advisors, LLC | $189.7M | 2.2M | Added |
| 3 | BANK OF NOVA SCOTIA | $105.6M | 1.2M | New |
| 4 | HighTower Advisors, LLC | $72.5M | 846,356 | Added |
| 5 | Private Advisor Group, LLC | $36.3M | 423,517 | Added |
| 6 | Peak Financial Management, Inc. | $31.3M | 365,097 | Added |
| 7 | COMMERCE BANK | $20.7M | 242,015 | Added |
| 8 | OSAIC HOLDINGS, INC. | $20.0M | 233,160 | Added |
| 9 | Goldstone Financial Group, LLC | $19.7M | 230,291 | Added |
| 10 | Schaeffer Financial LLC | $19.4M | 226,929 | Trimmed |
| 11 | MORGAN STANLEY | $15.7M | 183,094 | Added |
| 12 | Advance Capital Management, Inc. | $12.6M | 147,537 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $12.6M | 146,790 | Trimmed |
| 14 | NewEdge Advisors, LLC | $11.1M | 129,594 | Added |
| 15 | Ethos Financial Group, LLC | $10.2M | 122,686 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 109,143 | Added |
| 17 | Belpointe Asset Management LLC | $8.8M | 102,168 | Trimmed |
| 18 | Clearstead Advisors, LLC | $8.2M | 95,544 | Added |
| 19 | FORONJY FINANCIAL LLC | $7.8M | 91,195 | Added |
| 20 | UBS Group AG | $7.7M | 90,029 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $7.6M | 89,476 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $7.2M | 83,873 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 79,112 | Trimmed |
| 24 | Coastal Bridge Advisors, LLC | $6.7M | 77,977 | Added |
| 25 | Barden Capital Management, Inc. | $6.6M | 77,495 | Added |
Source: SEC Form 13F filings · as of 2026-06-30