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 1,481 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
186,043
shares
|
$14.4 Million
10.28% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
184,594
shares
|
$14.3 Million
0.4% of portfolio
|
Q2 2025
Added 54.64%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
183,870
shares
|
$14.2 Million
5.16% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
183,225
shares
|
$14.2 Million
1.6% of portfolio
|
Q2 2025
Added 40.16%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
182,976
shares
|
$14.2 Million
4.25% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
180,872
shares
|
$14 Million
7.23% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
180,494
shares
|
$14 Million
0.65% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
179,949
shares
|
$13.9 Million
10.04% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
178,990
shares
|
$13.8 Million
12.42% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
177,853
shares
|
$13.8 Million
2.31% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
177,799
shares
|
$13.8 Million
1.04% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,570
shares
|
$13.7 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
176,445
shares
|
$13.6 Million
0.18% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
175,705
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
175,699
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2025
Added 54.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
175,104
shares
|
$13.5 Million
0.9% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
175,002
shares
|
$13.5 Million
9.67% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
174,714
shares
|
$13.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
174,230
shares
|
$13.5 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
172,286
shares
|
$13.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
171,818
shares
|
$13.3 Million
0.49% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
171,674
shares
|
$13.3 Million
1.47% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
171,601
shares
|
$13.3 Million
0.39% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
171,512
shares
|
$13.3 Million
2.53% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
170,896
shares
|
$13.2 Million
2.14% of portfolio
|
Q2 2025
Added 5.01%
|