SPGM Institutional Ownership & Shareholders
SPDR PORTFOLIO MSCI GLOBAL S (SPGM) is currently held by 174 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $926.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $192.71M, representing an estimated loss of -0.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
174
Total Reported Value
$926.97M
Largest Holder
Lpl Financial Llc
Largest Position
$194.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
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 | $192,708,634 | -$1,427,655 | -0.74% | |
| Sequoia Financial Advisors | 0.95% | 2,214,046 | $189,677,295 | $188,282,472 | -$1,394,823 | -0.74% | |
| Bank Of Nova Scotia | 0.16% | 1,232,400 | $105,579,708 | $104,803,296 | -$776,412 | -0.74% | |
| Private Advisor Group, Llc | 0.17% | 423,517 | $36,282,639 | $36,015,886 | -$266,753 | -0.74% | |
| Peak Financial Management, Inc. | 7.20% | 367,153 | $31,758,755 | $31,222,691 | -$536,064 | -1.69% | |
| Commerce Bank | 0.09% | 242,015 | $20,733,425 | $20,580,956 | -$152,469 | -0.74% | |
| Osaic Holdings, Inc. | 0.02% | 233,160 | $19,977,271 | $19,827,926 | -$149,345 | -0.75% | |
| Goldstone Financial Group, Llc | 1.80% | 230,291 | $19,728,996 | $19,583,947 | -$145,049 | -0.74% | |
| Schaeffer Financial Llc | 13.92% | 210,781 | $18,232,563 | $17,924,816 | -$307,747 | -1.69% | |
| Morgan Stanley | 0.00% | 183,094 | $15,685,749 | $15,570,314 | -$115,435 | -0.74% | |
| Founders Financial Securities Llc | 0.70% | 163,897 | $14,177,090 | $13,937,801 | -$239,289 | -1.69% | |
| Advance Capital Management, Inc. | 0.41% | 147,537 | $12,639,511 | $12,546,546 | -$92,965 | -0.74% | |
| Bank Of America Corp | 0.00% | 146,790 | $12,575,463 | $12,483,022 | -$92,441 | -0.74% | |
| Newedge Advisors, Llc | 0.03% | 129,594 | $11,102,343 | $11,020,674 | -$81,669 | -0.74% | |
| Oak Family Advisors, Llc | 3.48% | 126,629 | $10,953,409 | $10,768,530 | -$184,879 | -1.69% | |
| Ethos Financial Group, Llc | 0.68% | 122,686 | $10,201,381 | $10,433,217 | +$231,836 | +2.27% | |
| Belpointe Asset Management Llc | 0.29% | 102,168 | $8,752,733 | $8,688,367 | -$64,366 | -0.74% | |
| Foronjy Financial Llc | 2.89% | 95,128 | $8,228,563 | $8,089,685 | -$138,878 | -1.69% | |
| Clearstead Advisors, Llc | 0.08% | 95,544 | $8,185,239 | $8,125,062 | -$60,177 | -0.74% | |
| Ubs Group Ag | 0.00% | 90,029 | $7,712,784 | $7,656,066 | -$56,718 | -0.74% | |
| Jpmorgan Chase & Co | 0.00% | 89,476 | $7,609,995 | $7,609,039 | -$956 | -0.01% | |
| Raymond James Financial Inc | 0.00% | 83,873 | $7,185,400 | $7,132,560 | -$52,840 | -0.74% | |
| Coastal Bridge Advisors, Llc | 0.41% | 77,977 | $6,680,269 | $6,631,164 | -$49,105 | -0.74% | |
| Investment Planning Advisors, Inc. | 1.50% | 76,774 | $6,640,971 | $6,528,861 | -$112,110 | -1.69% | |
| Barden Capital Management, Inc. | 6.03% | 76,712 | $6,635,552 | $6,523,588 | -$111,964 | -1.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 75,553 | $6,570,089 | $6,425,027 | -$145,062 | -2.21% | |
| Balentine Llc | 0.22% | 72,889 | $6,244,376 | $6,198,481 | -$45,895 | -0.73% | |
| Unique Wealth, Llc | 0.65% | 66,295 | $5,734,535 | $5,637,727 | -$96,808 | -1.69% | |
| Menora Mivtachim Holdings Ltd. | 0.02% | 63,000 | $5,397,210 | $5,357,520 | -$39,690 | -0.74% | |
| Betterment Llc | 0.01% | 61,223 | $5,245,000 | $5,206,404 | -$38,596 | -0.74% | |
| Destiny Wealth Partners, Llc | 0.70% | 58,627 | $4,988,013 | $4,985,640 | -$2,373 | -0.05% | |
| Flow Traders U.S. Llc | 0.18% | 51,731 | $4,432,000 | $4,399,204 | -$32,796 | -0.74% | |
| Act Wealth Management, Llc | 1.05% | 41,123 | $3,557,168 | $3,497,100 | -$60,068 | -1.69% | |
| Cresset Asset Management, Llc | 0.01% | 39,970 | $3,424,230 | $3,399,049 | -$25,181 | -0.74% | |
| Interactive Financial Advisors, Inc. | 1.78% | 34,328 | $2,916,756 | $2,919,253 | +$2,497 | +0.09% | |
| Great Waters Wealth Management | 0.24% | 30,262 | $2,617,633 | $2,573,480 | -$44,153 | -1.69% | |
| Corient Private Wealth Llc | 0.00% | 30,105 | $2,579,070 | $2,560,129 | -$18,941 | -0.73% | |
| Shp Wealth Management | 0.17% | 29,050 | $2,488,731 | $2,470,412 | -$18,319 | -0.74% | |
| Cwm, Llc | 0.01% | 32,849 | $2,486,998 | $2,793,479 | +$306,481 | +12.32% | |
| Tennessee Valley Asset Management Partners | 0.26% | 27,439 | $2,350,710 | $2,333,413 | -$17,297 | -0.74% | |
| Flagship Harbor Advisors, Llc | 0.08% | 26,129 | $2,260,134 | $2,222,010 | -$38,124 | -1.69% | |
| Cooper Financial Group | 0.18% | 25,716 | $2,224,469 | $2,186,889 | -$37,580 | -1.69% | |
| Financial Consulate, Inc | 0.24% | 25,308 | $2,189,165 | $2,152,192 | -$36,973 | -1.69% | |
| Ameriprise Financial Inc | 0.00% | 24,702 | $2,116,251 | $2,100,658 | -$15,593 | -0.74% | |
| Ausdal Financial Partners, Inc. | 0.08% | 23,700 | $2,030,379 | $2,015,448 | -$14,931 | -0.74% | |
| Convergence Financial, Llc | 0.28% | 23,454 | $2,028,797 | $1,994,528 | -$34,269 | -1.69% | |
| Envestnet Asset Management Inc | 0.00% | 23,112 | $1,979,995 | $1,965,444 | -$14,551 | -0.73% | |
| Truist Financial Corp | 0.00% | 22,361 | $1,934,227 | $1,901,579 | -$32,648 | -1.69% | |
| Iag Wealth Partners, Llc | 0.18% | 21,200 | $1,816,225 | $1,802,848 | -$13,377 | -0.74% | |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | 20,588 | $1,780,868 | $1,750,804 | -$30,064 | -1.69% |
Frequently asked questions about SPGM
Who are the largest institutional holders of SPGM?
The largest institutional holders of SPGM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Sequoia Financial Advisors, Bank Of Nova Scotia, Private Advisor Group, Llc, and Peak Financial Management, Inc.. InsiderSet ranks institutional holders by their latest reported SPGM position.
What is SPGM institutional ownership?
This page tracks SPGM positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO MSCI GLOBAL S (SPGM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPGM?
InsiderSet currently tracks 174 institutional managers reporting SPGM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPGM shareholders.
How much SPGM stock do institutions own?
Institutional investment managers disclosed approximately $926.97M in SPGM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPGM institutional ownership last updated?
The latest SPGM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPGM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPGM position after the reporting date.
Are institutions buying or selling SPGM?
Institutional buying and selling can be analyzed by comparing SPGM positions across consecutive 13F reporting periods. InsiderSet's SPGM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPGM ownership changes.
How has SPGM institutional ownership changed over time?
InsiderSet tracks SPGM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.