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SPGMSPGM
17 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in SPDR INDEX SHS FDS

Yes. Cresset holds 39,970 shares of SPGM, worth $3.4M, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Cresset has held SPGM since Q2 2022, across 17 quarterly 13F filings.

Current Value

$3.4M

Current Shares

39,970

Total Value Change

+$1.6M

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
39,970
0.0%
$3.4M0.0%$85.67
0
2026-Q1
Unchanged
39,970
0.0%
$3M0.0%$75.13
0
2025-Q4
Unchanged
39,970
0.0%
$3.1M0.0%$76.12
0
2025-Q3
Unchanged
39,970
0.0%
$3M0.0%$73.46
0
2025-Q2
Unchanged
39,970
0.0%
$2.8M0.0%$67.67
0
2025-Q1
Unchanged
39,970
0.0%
$2.5M0.0%$60.69
0
2024-Q4
Decreased
39,970
-50.0%
$2.5M0.0%$61.57
0
2024-Q3
Unchanged
79,940
0.0%
$5.2M0.0%$62.30
0
2024-Q2
Increased
79,940
+100.0%
$4.9M0.0%$58.46
43
2024-Q1
Unchanged
39,970
0.0%
$2.4M0.0%$56.88
0
2023-Q4
Unchanged
39,970
0.0%
$2.2M0.0%$52.74
0
2023-Q3
Unchanged
39,970
0.0%
$2M0.0%$47.62
0
2023-Q2
Unchanged
39,970
0.0%
$2.1M0.0%$49.37
0
2023-Q1
Unchanged
39,970
0.0%
$2M0.0%$46.48
0
2022-Q4
Unchanged
39,970
0.0%
$1,7100.0%$43.46
0
2022-Q3
Unchanged
39,970
0.0%
$1.7M0.0%$39.40
0
2022-Q2
New
39,970
-
$1.8M0.0%$42.37
36

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

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