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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
182,711
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
180,872
shares
|
$14.3 Million
7.23% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
180,645
shares
|
$14.3 Million
1.14% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
180,494
shares
|
$14.3 Million
0.65% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
179,330
shares
|
$14.2 Million
11.78% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
178,835
shares
|
$14.1 Million
0.57% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
178,554
shares
|
$14.1 Million
1.61% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
178,454
shares
|
$14.1 Million
9.78% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
177,570
shares
|
$14 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
176,900
shares
|
$14 Million
0.18% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Spence Asset Management
|
Jan 09, 2026 Q4 2025 |
174,318
shares
|
$13.8 Million
2.39% of portfolio
|
Q4 2025
Added 17.1%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
174,080
shares
|
$13.8 Million
7.64% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
173,850
shares
|
$13.7 Million
3.72% of portfolio
|
Q4 2025
Added 26.18%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
173,031
shares
|
$13.7 Million
3.83% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
172,893
shares
|
$13.7 Million
0.91% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
172,812
shares
|
$13.7 Million
0.19% of portfolio
|
Q3 2025
Added 14.43%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
172,673
shares
|
$13.6 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
171,320
shares
|
$13.5 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jan 20, 2026 Q4 2025 |
171,051
shares
|
$13.5 Million
10.34% of portfolio
|
Q4 2025
Added 9.72%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
170,910
shares
|
$13.5 Million
11.02% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
169,967
shares
|
$13.4 Million
4.29% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
169,677
shares
|
$13.4 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
168,776
shares
|
$13.3 Million
0.1% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
168,771
shares
|
$13.3 Million
2.55% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
168,597
shares
|
$13.3 Million
0.39% of portfolio
|
Q3 2025
Added 497.84%
|
|