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 1,306 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
212,295
shares
|
$13.9 Million
0.69% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
211,072
shares
|
$13.8 Million
6.82% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
210,762
shares
|
$13.8 Million
12.29% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
209,393
shares
|
$13.7 Million
5.97% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
208,829
shares
|
$13.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Endurance Services LTD
Purchase, NY |
Feb 11, 2025 Q4 2024 |
208,700
shares
|
$13.6 Million
2.41% of portfolio
|
Q2 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
208,553
shares
|
$13.6 Million
1.58% of portfolio
|
Q4 2024
Added 36.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
206,100
shares
|
$13.5 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
201,623
shares
|
$13.2 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
200,616
shares
|
$13.1 Million
2.98% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
200,437
shares
|
$13.1 Million
8.8% of portfolio
|
Q4 2024
Added 33.67%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
200,138
shares
|
$13.1 Million
3.13% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
199,315
shares
|
$13 Million
8.98% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
195,412
shares
|
$12.8 Million
4.18% of portfolio
|
Q4 2024
Added 31.18%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
191,809
shares
|
$12.5 Million
8.66% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
190,730
shares
|
$12.5 Million
10.58% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
189,385
shares
|
$12.4 Million
8.97% of portfolio
|
Q4 2024
New holding
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
188,205
shares
|
$12.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
187,889
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
184,186
shares
|
$12 Million
3.39% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
180,494
shares
|
$11.8 Million
0.65% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
179,617
shares
|
$11.7 Million
2.27% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,570
shares
|
$11.6 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
175,392
shares
|
$11.5 Million
1.92% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
175,341
shares
|
$11.5 Million
1.27% of portfolio
|
Q4 2024
Added 9.17%
|