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 1,387 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
122,294
shares
|
$8.48 Million
0.93% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
121,567
shares
|
$8.43 Million
5.21% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
121,311
shares
|
$8.41 Million
3.04% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
120,476
shares
|
$8.35 Million
0.07% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
120,313
shares
|
$8.34 Million
0.02% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
119,905
shares
|
$8.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
119,648
shares
|
$8.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 57.69%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
119,368
shares
|
$8.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 96.11%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
119,054
shares
|
$8.25 Million
1.61% of portfolio
|
Q1 2023
Reduced 5.93%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
118,903
shares
|
$8.24 Million
0.85% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
118,891
shares
|
$8.24 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
117,610
shares
|
$8.15 Million
3.12% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
117,564
shares
|
$8.15 Million
5.82% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
117,270
shares
|
$8.13 Million
1.5% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
116,786
shares
|
$8.1 Million
3.38% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
116,426
shares
|
$8.07 Million
3.97% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
116,215
shares
|
$8.06 Million
1.1% of portfolio
|
Q1 2025
Added 159.07%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
114,970
shares
|
$7.97 Million
3.11% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
114,524
shares
|
$7.94 Million
3.12% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
114,367
shares
|
$7.93 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
113,865
shares
|
$7.89 Million
4.76% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
113,520
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
110,116
shares
|
$7.63 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
109,382
shares
|
$7.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
109,193
shares
|
$7.57 Million
0.74% of portfolio
|
Q1 2025
Reduced 11.43%
|