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 1,572 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
209,234
shares
|
$16.5 Million
5.64% of portfolio
|
Q3 2025
Added 97.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
208,791
shares
|
$16.5 Million
5.53% of portfolio
|
Q3 2025
Added 13.55%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
207,274
shares
|
$16.4 Million
11.57% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
201,420
shares
|
$15.9 Million
5.83% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
201,328
shares
|
$15.9 Million
11.2% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
200,244
shares
|
$15.8 Million
4.77% of portfolio
|
Q4 2025
Added 7.7%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
196,893
shares
|
$15.6 Million
6.17% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
196,404
shares
|
$15.5 Million
0.25% of portfolio
|
Q3 2025
Added 319.59%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
196,370
shares
|
$15.5 Million
0.41% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
194,631
shares
|
$15.4 Million
2.91% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
193,633
shares
|
$15.3 Million
0.18% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 15, 2026 Q4 2025 |
193,455
shares
|
$15.3 Million
13.33% of portfolio
|
Q4 2025
Added 51.3%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
192,670
shares
|
$15.2 Million
3.84% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
191,652
shares
|
$15.2 Million
1.59% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
191,497
shares
|
$15.1 Million
0.65% of portfolio
|
Q3 2025
Added 20.44%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
190,906
shares
|
$15.1 Million
0.43% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
188,205
shares
|
$14.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
187,690
shares
|
$14.8 Million
2.91% of portfolio
|
Q3 2025
Added 57.77%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
187,241
shares
|
$14.8 Million
1.58% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
186,009
shares
|
$14.7 Million
1.12% of portfolio
|
Q4 2025
Added 9.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
183,499
shares
|
$14.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
183,275
shares
|
$14.5 Million
0.49% of portfolio
|
Q3 2025
Added 1252.88%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
182,977
shares
|
$14.5 Million
3.43% of portfolio
|
Q3 2025
Added 27.72%
|
|