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 $765.84M in SPGM holdings during the latest filing period.
Sequoia Financial Advisors is currently the largest disclosed institutional shareholder of SPGM tracked by InsiderSet, reporting ownership valued at approximately $189.68M 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 $188.37M, representing an estimated loss of -0.69% 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 Sequoia Financial Advisors, Lpl Financial Llc, Private Advisor Group, Llc, 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
$765.84M
Largest Holder
Sequoia Financial Advisors
Largest Position
$189.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
145
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors | 0.95% | 2,214,046 | $189,677,295 | $188,371,034 | -$1,306,261 | -0.69% | |
| Lpl Financial Llc | 0.04% | 2,195,535 | $166,223,937 | $186,796,118 | +$20,572,181 | +12.38% | |
| Private Advisor Group, Llc | 0.17% | 423,517 | $36,282,639 | $36,032,826 | -$249,813 | -0.69% | |
| Peak Financial Management, Inc. | 7.18% | 365,097 | $31,277,880 | $31,062,453 | -$215,427 | -0.69% | |
| Independent Advisor Alliance | 0.30% | 370,713 | $28,066,722 | $31,540,262 | +$3,473,540 | +12.38% | |
| Schaeffer Financial Llc | 16.01% | 251,225 | $19,020,262 | $21,374,223 | +$2,353,961 | +12.38% | |
| Mariner, Llc | 0.02% | 247,259 | $18,719,975 | $21,036,796 | +$2,316,821 | +12.38% | |
| Commerce Bank | 0.09% | 239,780 | $18,153,744 | $20,400,482 | +$2,246,738 | +12.38% | |
| Osaic Holdings, Inc. | 0.02% | 216,215 | $16,372,079 | $18,395,572 | +$2,023,493 | +12.36% | |
| Jane Street Group, Llc | 0.01% | 177,385 | $13,429,818 | $15,091,916 | +$1,662,098 | +12.38% | |
| Morgan Stanley | 0.00% | 170,645 | $12,919,554 | $14,518,477 | +$1,598,923 | +12.38% | |
| Bank Of America Corp | 0.00% | 167,877 | $12,709,986 | $14,282,975 | +$1,572,989 | +12.38% | |
| Advance Capital Management, Inc. | 0.42% | 144,676 | $10,953,395 | $12,309,034 | +$1,355,639 | +12.38% | |
| Ethos Financial Group, Llc | 0.70% | 127,108 | $9,623,314 | $10,814,349 | +$1,191,035 | +12.38% | |
| Belpointe Asset Management Llc | 0.29% | 102,168 | $8,752,733 | $8,692,453 | -$60,280 | -0.69% | |
| Goldstone Financial Group, Llc | 0.88% | 107,596 | $8,146,093 | $9,154,268 | +$1,008,175 | +12.38% | |
| Foronjy Financial Llc | 2.87% | 91,195 | $7,812,658 | $7,758,871 | -$53,787 | -0.69% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 98,732 | $7,474,991 | $8,400,119 | +$925,128 | +12.38% | |
| Ubs Group Ag | 0.00% | 94,053 | $7,120,753 | $8,002,029 | +$881,276 | +12.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 79,112 | $6,804,423 | $6,730,849 | -$73,574 | -1.08% | |
| Investment Planning Advisors, Inc. | 1.45% | 72,890 | $6,244,503 | $6,201,481 | -$43,022 | -0.69% | |
| Unique Wealth, Llc | 0.69% | 69,155 | $5,924,526 | $5,883,707 | -$40,819 | -0.69% | |
| Balentine Llc | 0.24% | 77,593 | $5,874,565 | $6,601,612 | +$727,047 | +12.38% | |
| Coastal Bridge Advisors, Llc | 0.41% | 77,194 | $5,844,389 | $6,567,666 | +$723,277 | +12.38% | |
| Barden Capital Management, Inc. | 4.98% | 76,847 | $5,818,068 | $6,538,143 | +$720,075 | +12.38% | |
| Clearstead Advisors, Llc | 0.05% | 69,105 | $5,231,934 | $5,879,453 | +$647,519 | +12.38% | |
| Destiny Wealth Partners, Llc | 0.51% | 62,183 | $4,707,871 | $5,290,530 | +$582,659 | +12.38% | |
| Raymond James Financial Inc | 0.00% | 53,184 | $4,026,561 | $4,524,895 | +$498,334 | +12.38% | |
| Act Wealth Management, Llc | 1.04% | 41,435 | $3,549,696 | $3,525,290 | -$24,406 | -0.69% | |
| Cresset Asset Management, Llc | 0.01% | 39,970 | $3,026,129 | $3,400,648 | +$374,519 | +12.38% | |
| Interactive Financial Advisors, Inc. | 1.78% | 34,328 | $2,916,756 | $2,920,626 | +$3,870 | +0.13% | |
| Great Waters Wealth Management | 0.24% | 30,490 | $2,612,045 | $2,594,089 | -$17,956 | -0.69% | |
| Cwm, Llc | 0.01% | 32,849 | $2,486,998 | $2,794,793 | +$307,795 | +12.38% | |
| Citadel Advisors Llc | 0.00% | 30,633 | $2,319,224 | $2,606,256 | +$287,032 | +12.38% | |
| Corient Private Wealth Llc | 0.00% | 30,060 | $2,275,871 | $2,557,505 | +$281,634 | +12.37% | |
| Financial Consulate, Inc | 0.25% | 25,972 | $2,225,044 | $2,209,698 | -$15,346 | -0.69% | |
| Flagship Harbor Advisors, Llc | 0.08% | 24,287 | $2,080,639 | $2,066,338 | -$14,301 | -0.69% | |
| Fund Evaluation Group, Llc | 0.06% | 26,923 | $2,038,340 | $2,290,609 | +$252,269 | +12.38% | |
| Cooper Financial Group | 0.17% | 23,430 | $2,007,224 | $1,993,424 | -$13,800 | -0.69% | |
| Tennessee Valley Asset Management Partners | 0.26% | 26,088 | $1,975,099 | $2,219,567 | +$244,468 | +12.38% | |
| Truist Financial Corp | 0.00% | 22,547 | $1,931,601 | $1,918,299 | -$13,302 | -0.69% | |
| Susquehanna International Group, Llp | 0.00% | 25,022 | $1,894,416 | $2,128,872 | +$234,456 | +12.38% | |
| Gts Securities Llc | 0.06% | 23,762 | $1,799,021 | $2,021,671 | +$222,650 | +12.38% | |
| Hightower Advisors, Llc | 0.00% | 23,658 | $1,791,106 | $2,012,823 | +$221,717 | +12.38% | |
| Envestnet Asset Management Inc | 0.00% | 23,346 | $1,767,554 | $1,986,278 | +$218,724 | +12.37% | |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | 23,192 | $1,755,924 | $1,973,175 | +$217,251 | +12.37% | |
| Ameriprise Financial Inc | 0.00% | 22,484 | $1,702,287 | $1,912,939 | +$210,652 | +12.37% | |
| Pfg Advisors | 0.08% | 18,497 | $1,584,638 | $1,573,725 | -$10,913 | -0.69% | |
| Sigma Planning Corp | 0.04% | 19,669 | $1,489,113 | $1,673,439 | +$184,326 | +12.38% | |
| Mercer Global Advisors Inc | 0.00% | 19,193 | $1,453,102 | $1,632,940 | +$179,838 | +12.38% |
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.