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 1,387 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
322,274
shares
|
$22.3 Million
1.32% of portfolio
|
Q4 2023
Added 10.21%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
318,420
shares
|
$22.1 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
318,175
shares
|
$22.1 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
317,912
shares
|
$22 Million
4.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
316,463
shares
|
$21.9 Million
7.5% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
313,359
shares
|
$21.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
309,563
shares
|
$21.5 Million
0.86% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
309,524
shares
|
$21.5 Million
1.68% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
308,283
shares
|
$21.4 Million
1.58% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
308,182
shares
|
$21.4 Million
2.91% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
304,159
shares
|
$21.1 Million
6.12% of portfolio
|
Q1 2025
Reduced 22.84%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
303,756
shares
|
$21.1 Million
4.24% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
301,821
shares
|
$20.9 Million
5.27% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
301,695
shares
|
$20.9 Million
4.06% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
298,499
shares
|
$20.7 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
298,025
shares
|
$20.7 Million
1.74% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
294,801
shares
|
$20.4 Million
1.16% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
294,413
shares
|
$20.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
293,088
shares
|
$20.3 Million
7.32% of portfolio
|
Q1 2025
Added 25.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
287,290
shares
|
$19.9 Million
2.01% of portfolio
|
Q1 2025
Added 37.75%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
286,185
shares
|
$19.8 Million
7.41% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
285,750
shares
|
$19.8 Million
3.52% of portfolio
|
Q4 2024
Added 7520.0%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
282,554
shares
|
$19.6 Million
12.55% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
282,540
shares
|
$19.6 Million
22.25% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
281,469
shares
|
$19.5 Million
1.82% of portfolio
|
Q4 2023
Reduced 9.18%
|