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 1,579 institutions that hold shares in the stock, with a total of 822 Million shares, which have been reported (via 13F filing form) to have a value of $65 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
|
$25.5 Million
1.32% of portfolio
|
Q4 2023
Added 10.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
321,717
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
320,837
shares
|
$25.4 Million
5.96% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
320,804
shares
|
$25.4 Million
8.56% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
320,707
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
318,495
shares
|
$25.2 Million
13.56% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
314,191
shares
|
$24.8 Million
8.21% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
314,031
shares
|
$24.8 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
312,714
shares
|
$24.7 Million
6.22% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
310,652
shares
|
$24.6 Million
1.64% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
309,223
shares
|
$24.4 Million
1.52% of portfolio
|
Q3 2025
Reduced 31.06%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
308,654
shares
|
$24.4 Million
28.28% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
308,289
shares
|
$24.4 Million
1.5% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
305,874
shares
|
$24.2 Million
6.83% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
305,789
shares
|
$24.2 Million
0.04% of portfolio
|
Q3 2025
Added 467.4%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
302,001
shares
|
$23.9 Million
1.92% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
301,843
shares
|
$23.9 Million
2.94% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
299,053
shares
|
$23.6 Million
3.4% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
298,120
shares
|
$23.6 Million
4.08% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
297,850
shares
|
$23.5 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
296,311
shares
|
$23.4 Million
1.46% of portfolio
|
Q3 2025
Added 1097.31%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
293,571
shares
|
$23.2 Million
17.92% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
289,128
shares
|
$22.9 Million
13.25% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
284,370
shares
|
$22.5 Million
0.09% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
284,081
shares
|
$22.5 Million
8.51% of portfolio
|
Q4 2025
Reduced 2.52%
|
|