SPGM — Spdr Index Shs Fds Institutional Holders · Q3 2026
Who owns Spdr Index Shs Fds (SPGM)? 14 institutions reported holding $17.82M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Barden Capital Management, Inc. ($6.6M), Act Wealth Management, LLC ($3.6M), Great Waters Wealth Management ($2.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Barden Capital Management, Inc. | $6.6M | 76,712 | Trimmed |
| 2 | ACT WEALTH MANAGEMENT, LLC | $3.6M | 41,123 | Trimmed |
| 3 | Great Waters Wealth Management | $2.6M | 30,262 | Trimmed |
| 4 | Cooper Financial Group | $2.2M | 25,716 | Added |
| 5 | CX Institutional | $1.1M | 13,146 | Trimmed |
| 6 | Monument Capital Management | $564,326 | 6,524 | Hold |
| 7 | Vann Equity Management LLC | $520,298 | 6,015 | New |
| 8 | Farther Finance Advisors, LLC | $311,201 | 3,598 | Trimmed |
| 9 | ACIMA PRIVATE WEALTH, LLC | $105,357 | 1,218 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $73,958 | 855 | Hold |
| 11 | Wealth Enhancement Trust Services, Inc. | $44,548 | 515 | Hold |
| 12 | Planning Strategies Inc. | $10,380 | 120 | Hold |
| 13 | GAMMA Investing LLC | $8,391 | 97 | Hold |
| 14 | CoreCap Advisors, LLC | $4,844 | 56 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30