SPDR PORTFOLIO MSCI GLOBAL S (SPGM) Institutional Shareholders
SPDR PORTFOLIO MSCI GLOBAL S (SPGM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $901.21M in SPGM holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPGM tracked by InsiderSet, reporting ownership valued at approximately $194.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $194.54M, representing an estimated gain of +0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed SPGM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Sequoia Financial Advisors, Bank Of Nova Scotia, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO MSCI GLOBAL S (SPGM).
This page ranks the largest institutional SPGM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
171
Total Reported Value
$901.21M
Largest Holder
Lpl Financial Llc
Largest Position
$194.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 2,266,094 | $194,136,289 | $194,544,170 | +$407,881 | +0.21% | |
| Sequoia Financial Advisors | 0.95% | 2,214,046 | $189,677,295 | $190,075,849 | +$398,554 | +0.21% | |
| Bank Of Nova Scotia | 0.16% | 1,232,400 | $105,579,708 | $105,801,540 | +$221,832 | +0.21% | |
| Private Advisor Group, Llc | 0.17% | 423,517 | $36,282,639 | $36,358,934 | +$76,295 | +0.21% | |
| Peak Financial Management, Inc. | 7.18% | 365,097 | $31,277,880 | $31,343,577 | +$65,697 | +0.21% | |
| Commerce Bank | 0.09% | 242,015 | $20,733,425 | $20,776,988 | +$43,563 | +0.21% | |
| Osaic Holdings, Inc. | 0.02% | 233,160 | $19,977,271 | $20,016,786 | +$39,515 | +0.20% | |
| Goldstone Financial Group, Llc | 1.80% | 230,291 | $19,728,996 | $19,770,482 | +$41,486 | +0.21% | |
| Schaeffer Financial Llc | 15.03% | 226,929 | $19,441,016 | $19,481,855 | +$40,839 | +0.21% | |
| Morgan Stanley | 0.00% | 183,094 | $15,685,749 | $15,718,620 | +$32,871 | +0.21% | |
| Advance Capital Management, Inc. | 0.41% | 147,537 | $12,639,511 | $12,666,051 | +$26,540 | +0.21% | |
| Bank Of America Corp | 0.00% | 146,790 | $12,575,463 | $12,601,922 | +$26,459 | +0.21% | |
| Newedge Advisors, Llc | 0.03% | 129,594 | $11,102,343 | $11,125,645 | +$23,302 | +0.21% | |
| Ethos Financial Group, Llc | 0.68% | 122,686 | $10,201,381 | $10,532,593 | +$331,212 | +3.25% | |
| Belpointe Asset Management Llc | 0.29% | 102,168 | $8,752,733 | $8,771,123 | +$18,390 | +0.21% | |
| Clearstead Advisors, Llc | 0.08% | 95,544 | $8,185,239 | $8,202,452 | +$17,213 | +0.21% | |
| Foronjy Financial Llc | 2.87% | 91,195 | $7,812,658 | $7,829,091 | +$16,433 | +0.21% | |
| Ubs Group Ag | 0.00% | 90,029 | $7,712,784 | $7,728,990 | +$16,206 | +0.21% | |
| Jpmorgan Chase & Co | 0.00% | 89,476 | $7,609,995 | $7,681,515 | +$71,520 | +0.94% | |
| Raymond James Financial Inc | 0.00% | 83,873 | $7,185,400 | $7,200,497 | +$15,097 | +0.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 79,112 | $6,804,423 | $6,791,765 | -$12,658 | -0.19% | |
| Coastal Bridge Advisors, Llc | 0.41% | 77,977 | $6,680,269 | $6,694,325 | +$14,056 | +0.21% | |
| Barden Capital Management, Inc. | 6.12% | 77,495 | $6,638,961 | $6,652,946 | +$13,985 | +0.21% | |
| Investment Planning Advisors, Inc. | 1.45% | 72,890 | $6,244,503 | $6,257,607 | +$13,104 | +0.21% | |
| Balentine Llc | 0.22% | 72,889 | $6,244,376 | $6,257,521 | +$13,145 | +0.21% | |
| Unique Wealth, Llc | 0.69% | 69,155 | $5,924,526 | $5,936,957 | +$12,431 | +0.21% | |
| Menora Mivtachim Holdings Ltd. | 0.02% | 63,000 | $5,397,210 | $5,408,550 | +$11,340 | +0.21% | |
| Betterment Llc | 0.01% | 61,223 | $5,245,000 | $5,255,995 | +$10,995 | +0.21% | |
| Destiny Wealth Partners, Llc | 0.70% | 58,627 | $4,988,013 | $5,033,128 | +$45,115 | +0.90% | |
| Flow Traders U.S. Llc | 0.18% | 51,731 | $4,432,000 | $4,441,106 | +$9,106 | +0.21% | |
| Act Wealth Management, Llc | 1.04% | 41,435 | $3,549,696 | $3,557,195 | +$7,499 | +0.21% | |
| Cresset Asset Management, Llc | 0.01% | 39,970 | $3,424,230 | $3,431,425 | +$7,195 | +0.21% | |
| Interactive Financial Advisors, Inc. | 1.78% | 34,328 | $2,916,756 | $2,947,059 | +$30,303 | +1.04% | |
| Great Waters Wealth Management | 0.24% | 30,490 | $2,612,045 | $2,617,567 | +$5,522 | +0.21% | |
| Corient Private Wealth Llc | 0.00% | 30,105 | $2,579,070 | $2,584,514 | +$5,444 | +0.21% | |
| Shp Wealth Management | 0.17% | 29,050 | $2,488,731 | $2,493,943 | +$5,212 | +0.21% | |
| Cwm, Llc | 0.01% | 32,849 | $2,486,998 | $2,820,087 | +$333,089 | +13.39% | |
| Convergence Financial, Llc | 0.19% | 28,216 | $2,417,258 | $2,422,344 | +$5,086 | +0.21% | |
| Tennessee Valley Asset Management Partners | 0.26% | 27,439 | $2,350,710 | $2,355,638 | +$4,928 | +0.21% | |
| Financial Consulate, Inc | 0.25% | 25,972 | $2,225,044 | $2,229,696 | +$4,652 | +0.21% | |
| Ameriprise Financial Inc | 0.00% | 24,702 | $2,116,251 | $2,120,667 | +$4,416 | +0.21% | |
| Flagship Harbor Advisors, Llc | 0.08% | 24,287 | $2,080,639 | $2,085,039 | +$4,400 | +0.21% | |
| Ausdal Financial Partners, Inc. | 0.08% | 23,700 | $2,030,379 | $2,034,645 | +$4,266 | +0.21% | |
| Cooper Financial Group | 0.17% | 23,430 | $2,007,224 | $2,011,465 | +$4,241 | +0.21% | |
| Envestnet Asset Management Inc | 0.00% | 23,112 | $1,979,995 | $1,984,165 | +$4,170 | +0.21% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 22,655 | $1,940,858 | $1,944,932 | +$4,074 | +0.21% | |
| Truist Financial Corp | 0.00% | 22,547 | $1,931,601 | $1,935,660 | +$4,059 | +0.21% | |
| Iag Wealth Partners, Llc | 0.18% | 21,200 | $1,816,225 | $1,820,020 | +$3,795 | +0.21% | |
| Mercer Global Advisors Inc | 0.00% | 19,106 | $1,636,811 | $1,640,250 | +$3,439 | +0.21% | |
| Pfg Advisors | 0.08% | 18,497 | $1,584,638 | $1,587,967 | +$3,329 | +0.21% |
Frequently asked questions about SPGM
Who owns the most SPGM stock?
The largest holders of SPGM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO MSCI GLOBAL S (SPGM).
Is SPGM widely held by superinvestors?
Many widely followed stocks like SPGM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPGM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.