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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
108,413
shares
|
$7.52 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
108,028
shares
|
$7.49 Million
0.26% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
107,452
shares
|
$7.45 Million
0.57% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
107,438
shares
|
$7.45 Million
0.77% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
105,742
shares
|
$7.33 Million
8.74% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
105,443
shares
|
$7.31 Million
1.5% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
104,507
shares
|
$7.25 Million
0.43% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
104,153
shares
|
$7.22 Million
0.67% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
103,958
shares
|
$7.21 Million
2.89% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
103,704
shares
|
$7.19 Million
6.13% of portfolio
|
Q1 2025
Reduced 27.04%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
103,474
shares
|
$7.17 Million
7.52% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
103,146
shares
|
$7.15 Million
3.97% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
102,802
shares
|
$7.13 Million
2.66% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
102,643
shares
|
$7.12 Million
0.47% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
102,188
shares
|
$7.08 Million
0.02% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
102,074
shares
|
$7.08 Million
3.31% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
101,990
shares
|
$7.07 Million
0.74% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
101,602
shares
|
$7.04 Million
1.01% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
101,387
shares
|
$7.03 Million
2.95% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
101,176
shares
|
$7.01 Million
1.29% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
100,548
shares
|
$6.97 Million
2.05% of portfolio
|
Q4 2022
Added 77.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
100,252
shares
|
$6.95 Million
0.15% of portfolio
|
Q4 2023
Reduced 4.46%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
100,191
shares
|
$6.95 Million
0.33% of portfolio
|
Q1 2025
Added 34.93%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
99,548
shares
|
$6.9 Million
3.95% of portfolio
|
Q1 2025
Added 66.88%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
99,462
shares
|
$6.9 Million
2.9% of portfolio
|
Q1 2025
Added 10.28%
|