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 1,306 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
142,133
shares
|
$9.29 Million
8.47% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
141,919
shares
|
$9.28 Million
5.08% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
141,816
shares
|
$9.27 Million
4.17% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
140,952
shares
|
$9.21 Million
3.29% of portfolio
|
Q4 2024
Added 3944.53%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
140,393
shares
|
$9.18 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
138,910
shares
|
$9.08 Million
0.06% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
138,614
shares
|
$9.06 Million
1.36% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
137,134
shares
|
$8.96 Million
5.46% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
137,024
shares
|
$8.96 Million
7.47% of portfolio
|
Q4 2024
Added 44.35%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136,132
shares
|
$8.9 Million
1.15% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
135,757
shares
|
$8.87 Million
5.54% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
134,742
shares
|
$8.81 Million
10.11% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
133,299
shares
|
$8.71 Million
7.06% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
132,976
shares
|
$8.69 Million
1.63% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
132,928
shares
|
$8.69 Million
3.4% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
131,410
shares
|
$8.59 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
130,049
shares
|
$8.5 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
128,877
shares
|
$8.42 Million
3.45% of portfolio
|
Q4 2024
Added 60.74%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
128,595
shares
|
$8.41 Million
1.7% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
127,828
shares
|
$8.36 Million
0.31% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
127,571
shares
|
$8.34 Million
3.78% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
127,445
shares
|
$8.33 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
127,293
shares
|
$8.32 Million
4.57% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
127,217
shares
|
$8.32 Million
4.44% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,411
shares
|
$8.26 Million
4.13% of portfolio
|
Q4 2024
Added 1.61%
|