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SPGMSPGM
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Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SPDR INDEX SHS FDS

Yes. Osaic holds 233,160 shares of SPGM, worth $20M, as of its Q2 2026 13F filing. It increased the position by 16,945 shares (+7.8%) from Q1 2026. Osaic has held SPGM in every 13F on record since Q1 2020, 26 quarterly filings.

Current Value

$20M

Current Shares

233,160

Total Value Change

+$14.8M

Total Shares Change

+152,890

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
233,160
+7.8%
$20M0.0%$85.67
31
2026-Q1
Increased
216,215
+17.6%
$16.4M0.0%$75.13
33
2025-Q4
Increased
183,812
+42.8%
$14.1M0.0%$76.12
38
2025-Q3
Increased
128,753
+71.6%
$9.4M0.0%$73.46
41
2025-Q2
Increased
75,031
+8.2%
$5.2M0.0%$67.67
29
2025-Q1
Decreased
69,339
-19.1%
$4.3M0.0%$60.69
0
2024-Q4
Increased
85,756
+6.8%
$5.4M0.0%$61.57
29
2024-Q3
Increased
80,270
+2.9%
$5.2M0.0%$62.30
28

Other major holders of SPGM: LPL Financial LLC, Sequoia Financial Advisors, LLC

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