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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
129,252
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
129,165
shares
|
$10.2 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
128,012
shares
|
$10.1 Million
7.85% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
127,642
shares
|
$10.1 Million
4.13% of portfolio
|
Q4 2025
Added 7.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
127,027
shares
|
$10 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
126,400
shares
|
$9.99 Million
0.36% of portfolio
|
Q3 2025
Added 48.78%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
126,093
shares
|
$9.97 Million
6.23% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
123,785
shares
|
$9.79 Million
0.78% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
122,815
shares
|
$9.71 Million
3.96% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
122,543
shares
|
$9.69 Million
1.94% of portfolio
|
Q3 2025
Added 22.33%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
122,485
shares
|
$9.68 Million
3.72% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
122,468
shares
|
$9.68 Million
0.03% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
121,742
shares
|
$9.62 Million
0.17% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
121,430
shares
|
$9.6 Million
1.21% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
121,317
shares
|
$9.59 Million
4.12% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
120,503
shares
|
$9.53 Million
1.51% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
120,260
shares
|
$9.51 Million
0.34% of portfolio
|
Q3 2025
Reduced 30.01%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
119,609
shares
|
$9.46 Million
1.81% of portfolio
|
Q3 2025
Added 1396.23%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
119,609
shares
|
$9.46 Million
1.5% of portfolio
|
Q3 2025
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
119,054
shares
|
$9.41 Million
1.61% of portfolio
|
Q1 2023
Reduced 5.93%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
118,616
shares
|
$9.38 Million
0.95% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
117,973
shares
|
$9.33 Million
0.89% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
117,948
shares
|
$9.32 Million
3.77% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
117,681
shares
|
$9.3 Million
3.66% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
116,867
shares
|
$9.24 Million
4.21% of portfolio
|
Q4 2025
Reduced 1.44%
|
|