Who Owns SPDR (SPGM)? -- Institutional Holders (2026-06-30)

195 institutions reported holding $987.3M of SPDR (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.

RankInstitutionValueSharesChange
1LPL Financial LLC$194.1M2.3MAdded
2Sequoia Financial Advisors, LLC$189.7M2.2MAdded
3BANK OF NOVA SCOTIA$105.6M1.2MNew
4HighTower Advisors, LLC$72.5M846,356Added
5Private Advisor Group, LLC$36.3M423,517Added
6Peak Financial Management, Inc.$31.3M365,097Added
7COMMERCE BANK$20.7M242,015Added
8OSAIC HOLDINGS, INC.$20.0M233,160Added
9Goldstone Financial Group, LLC$19.7M230,291Added
10Schaeffer Financial LLC$19.4M226,929Trimmed
11MORGAN STANLEY$15.7M183,094Added
12Advance Capital Management, Inc.$12.6M147,537Added
13BANK OF AMERICA CORP /DE/$12.6M146,790Trimmed
14NewEdge Advisors, LLC$11.1M129,594Added
15Ethos Financial Group, LLC$10.2M122,686Trimmed
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9.4M109,143Added
17Belpointe Asset Management LLC$8.8M102,168Trimmed
18Clearstead Advisors, LLC$8.2M95,544Added
19FORONJY FINANCIAL LLC$7.8M91,195Added
20UBS Group AG$7.7M90,029Trimmed
21JPMORGAN CHASE & CO$7.6M89,476Trimmed
22RAYMOND JAMES FINANCIAL INC$7.2M83,873Added
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.8M79,112Trimmed
24Coastal Bridge Advisors, LLC$6.7M77,977Added
25Barden Capital Management, Inc.$6.6M77,495Added

Source: SEC Form 13F filings · as of 2026-06-30