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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
145,934
shares
|
$11.3 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
145,768
shares
|
$11.3 Million
1.68% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
144,872
shares
|
$11.2 Million
4.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
144,192
shares
|
$11.2 Million
2.76% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
143,893
shares
|
$11.1 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
143,554
shares
|
$11.1 Million
5.25% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
143,269
shares
|
$11.1 Million
2.81% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
142,938
shares
|
$11.1 Million
2.57% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
142,108
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
141,967
shares
|
$11 Million
1.04% of portfolio
|
Q2 2025
Added 16.09%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
141,826
shares
|
$11 Million
2.11% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
141,702
shares
|
$11 Million
0.04% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
141,190
shares
|
$10.9 Million
10.02% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
140,642
shares
|
$10.9 Million
6.66% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
140,248
shares
|
$10.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
139,615
shares
|
$10.8 Million
5.12% of portfolio
|
Q2 2025
Reduced 45.51%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
139,360
shares
|
$10.8 Million
3.73% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
138,191
shares
|
$10.7 Million
2.35% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
138,171
shares
|
$10.7 Million
3.88% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
136,906
shares
|
$10.6 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136,132
shares
|
$10.5 Million
1.15% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
134,997
shares
|
$10.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 58.43%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
134,831
shares
|
$10.4 Million
0.7% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
134,471
shares
|
$10.4 Million
2.04% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
134,245
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 628.4%
|