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 1,562 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
237,883
shares
|
$18.8 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
236,281
shares
|
$18.7 Million
4.87% of portfolio
|
Q3 2025
Added 98.55%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
232,631
shares
|
$18.4 Million
2.77% of portfolio
|
Q4 2025
Added 12.25%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
231,247
shares
|
$18.3 Million
0.38% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
230,543
shares
|
$18.2 Million
6.06% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
229,871
shares
|
$18.2 Million
4.31% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
227,496
shares
|
$18 Million
16.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
226,696
shares
|
$17.9 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
223,663
shares
|
$17.7 Million
11.25% of portfolio
|
Q2 2023
Added 20.13%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
221,058
shares
|
$17.5 Million
3.91% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
220,903
shares
|
$17.5 Million
10.57% of portfolio
|
Q3 2025
Reduced 12.21%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
220,479
shares
|
$17.4 Million
12.16% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
219,303
shares
|
$17.3 Million
10.08% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
219,293
shares
|
$17.3 Million
12.46% of portfolio
|
Q3 2025
Added 9.86%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
218,711
shares
|
$17.3 Million
11.16% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
217,135
shares
|
$17.2 Million
6.26% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
215,800
shares
|
$17.1 Million
2.37% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
214,574
shares
|
$17 Million
0.78% of portfolio
|
Q4 2020
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
213,697
shares
|
$16.9 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
213,019
shares
|
$16.8 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
212,625
shares
|
$16.8 Million
1.97% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
212,436
shares
|
$16.8 Million
0.43% of portfolio
|
Q3 2025
Added 90.61%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
212,323
shares
|
$16.8 Million
5.12% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
212,276
shares
|
$16.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
210,777
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.79%
|
|