Institutional Ownership Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG). We have compiled data on the 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
239,699
shares
|
$17 Million
0.73% of portfolio
|
Q3 2024
Added 79.94%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
239,546
shares
|
$17 Million
15.79% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
237,883
shares
|
$16.9 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
237,361
shares
|
$16.8 Million
0.77% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
235,928
shares
|
$16.7 Million
2.06% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
233,874
shares
|
$16.6 Million
4.6% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
233,519
shares
|
$16.6 Million
9.75% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
232,800
shares
|
$16.5 Million
2.34% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
232,140
shares
|
$16.5 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
231,547
shares
|
$16.4 Million
1.48% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
227,943
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
227,867
shares
|
$16.2 Million
10.91% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
224,828
shares
|
$15.9 Million
6.43% of portfolio
|
Q3 2024
Reduced 19.02%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
223,663
shares
|
$15.9 Million
11.25% of portfolio
|
Q2 2023
Added 20.13%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
222,162
shares
|
$15.8 Million
8.53% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
220,143
shares
|
$15.6 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
219,807
shares
|
$15.6 Million
0.16% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
216,607
shares
|
$15.4 Million
0.47% of portfolio
|
Q3 2024
Reduced 87.22%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
214,574
shares
|
$15.2 Million
0.74% of portfolio
|
Q4 2020
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
213,697
shares
|
$15.2 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
212,323
shares
|
$15.1 Million
5.12% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
212,186
shares
|
$15.1 Million
5.9% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
211,258
shares
|
$15 Million
0.1% of portfolio
|
Q3 2024
Added 40.14%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
208,700
shares
|
$14.8 Million
2.36% of portfolio
|
Q2 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
206,597
shares
|
$14.7 Million
6.03% of portfolio
|
Q3 2024
Reduced 0.61%
|