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SPGM · Insider trading · 13F holders · Congress trades

Spdr Index Shs Fds (SPGM)

Who is buying and selling SPGM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
25
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

SPGM at a glance

  • No open-market insider purchases or sales of SPGM were filed in the last 90 days.
  • 25 13F filers hold SPGM among their 50 largest positions, worth $363.9M combined. The biggest bets by portfolio weight are Schaeffer Financial LLC (13.9%), Peak Financial Management, Inc. (7.2%) and Barden Capital Management, Inc. (6.0%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
  • No member of Congress has disclosed a trade in SPGM.

SPGM insider trading

No open-market insider purchases or sales of SPGM were filed in the last 90 days.

Who owns SPGM? Hedge funds and superinvestors

25 13F filers hold SPGM among their 50 largest positions, worth $363.9M combined. The biggest bets by portfolio weight are Schaeffer Financial LLC (13.9%), Peak Financial Management, Inc. (7.2%) and Barden Capital Management, Inc. (6.0%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.

13F filers holding SPGM
Manager% of portfolioValueSharesLast quarter13F
Sequoia Financial Advisors, LLCWealth manager0.9%$189.7M2,214,046+10.4% sharesQ2 2026
Peak Financial Management, Inc.Wealth manager7.2%$31.8M367,153+0.6% sharesQ3 2026
Goldstone Financial Group, LLCWealth manager1.8%$19.7M230,291+114.0% sharesQ2 2026
Schaeffer Financial LLCWealth manager13.9%$18.2M210,781-7.1% sharesQ3 2026
Founders Financial Securities LLCWealth manager0.7%$14.2M163,897—Q3 2026
Advance Capital Management, Inc.Wealth manager0.4%$12.6M147,537+2.0% sharesQ2 2026
Oak Family Advisors, LLCWealth manager3.5%$11.0M126,629—Q3 2026
Ethos Financial Group, LLCWealth manager0.7%$10.2M122,686-3.5% sharesQ2 2026
Foronjy Financial LLCWealth manager2.9%$8.2M95,128+4.3% sharesQ3 2026
Investment Planning Advisors, Inc.Wealth manager1.5%$6.6M76,774+5.3% sharesQ3 2026
Barden Capital Management, Inc.Wealth manager6.0%$6.6M76,712-1.0% sharesQ3 2026
Balentine LLCWealth manager0.2%$6.2M72,889-6.1% sharesQ2 2026
Unique Wealth, LLCWealth manager0.7%$5.7M66,295-4.1% sharesQ3 2026
Destiny Wealth Partners, LLCWealth manager0.7%$5.0M58,627—Q2 2026
Act Wealth Management, LLCWealth manager1.0%$3.6M41,123-0.8% sharesQ3 2026
Interactive Financial Advisors, Inc.Wealth manager1.8%$2.9M34,328-0.1% sharesQ2 2026
Great Waters Wealth ManagementWealth manager0.2%$2.6M30,262-0.7% sharesQ3 2026
SHP Wealth ManagementWealth manager0.2%$2.5M29,050—Q2 2026
Financial Consulate, IncWealth manager0.2%$2.2M25,308-2.6% sharesQ3 2026
New England Capital Financial Advisors LLCWealth manager0.3%$1.4M16,340+41.1% sharesQ2 2026
Noble Wealth Partners LLCWealth manager0.7%$799K9,327—Q2 2026
William Mack & Associates, Inc.Wealth manager0.2%$705K8,154—Q3 2026
Vernal Point Advisors, LLCWealth manager0.2%$551K6,435+0.0% sharesQ2 2026
Stillwater Private Wealth, LLCWealth manager0.3%$484K5,491-53.4% sharesQ2 2026
Signal Tree Financial Partners LLCWealth manager0.2%$330K3,849-1.4% sharesQ2 2026

Each manager counts with its latest 13F (Q3 2026: 12, Q2 2026: 13). Screen SPGM in the grand portfolio →

SPGM stock trades by members of Congress

No member of Congress has disclosed a trade in SPGM.

SPGM questions and answers

Are insiders buying SPGM stock?

No open-market insider purchases or sales of SPGM were filed in the last 90 days.

Which hedge funds own SPGM?

25 13F filers hold SPGM among their 50 largest positions, worth $363.9M combined. The biggest bets by portfolio weight are Schaeffer Financial LLC (13.9%), Peak Financial Management, Inc. (7.2%) and Barden Capital Management, Inc. (6.0%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.

Has Congress traded SPGM?

No member of Congress has disclosed a trade in SPGM.

Who is the largest holder of SPGM?

Among 13F filers, Sequoia Financial Advisors, LLC reports the largest SPGM position, $189.7M (2,214,046 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Schaeffer Financial LLC's: 13.9% of its portfolio.

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