§ EQUITY
USDSPGM
STATE STREET SPDR PORTFOLIO
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 81.87HIGH 82.19LOW 80.93
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
96 increased/new, 52 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 2.2M | 0.0% | +0% |
| Sequoia Financial Advisors, LLC | 2.0M | 0.8% | +15% |
| Independent Advisor Alliance | 371K | 0.3% | n/a |
| Peak Financial Management, Inc. | 364K | 7.0% | −1% |
| Private Advisor Group, LLC | 258K | 0.1% | +1% |
| Schaeffer Financial LLC | 251K | 16.0% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for SPGM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER90.5% · 149 holders
DEALER / BANK7.9% · 13 holders
INCOME / DEFENSIVE0.9% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
QUALITY / COMPOUNDER0.2% · 3 holders
PASSIVE / INDEX0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPGM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPGM yet.