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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spence Asset Management
|
Oct 09, 2024 Q3 2024 |
106,749
shares
|
$7.57 Million
1.75% of portfolio
|
Q3 2024
Added 26654.14%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
106,654
shares
|
$7.57 Million
0.48% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
105,838
shares
|
$7.51 Million
0.02% of portfolio
|
Q3 2024
Added 128.81%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
105,742
shares
|
$7.5 Million
8.74% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
105,538
shares
|
$7.49 Million
1.34% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
104,598
shares
|
$7.42 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
104,598
shares
|
$7.42 Million
0.43% of portfolio
|
Q3 2024
Reduced 73.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
103,868
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
103,664
shares
|
$7.35 Million
6.11% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
103,474
shares
|
$7.34 Million
7.52% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
103,472
shares
|
$7.34 Million
3.22% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
102,602
shares
|
$7.28 Million
4.7% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
102,020
shares
|
$7.24 Million
4.01% of portfolio
|
Q3 2024
Added 234.14%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
101,830
shares
|
$7.22 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
101,288
shares
|
$7.19 Million
4.12% of portfolio
|
Q2 2024
Reduced 16.74%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
100,548
shares
|
$7.13 Million
2.05% of portfolio
|
Q4 2022
Added 77.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
100,252
shares
|
$7.11 Million
0.15% of portfolio
|
Q4 2023
Reduced 4.46%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
99,326
shares
|
$7.05 Million
1.09% of portfolio
|
Q3 2024
Added 48.84%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
99,199
shares
|
$7.04 Million
0.41% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
98,304
shares
|
$6.97 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
97,455
shares
|
$6.91 Million
3.36% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
97,214
shares
|
$6.9 Million
0.88% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
97,149
shares
|
$6.89 Million
0.22% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
96,292
shares
|
$6.83 Million
0.45% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
96,224
shares
|
$6.83 Million
0.66% of portfolio
|
Q3 2024
Added 33.49%
|