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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
56,156
shares
|
$3.99 Million
0.26% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
55,857
shares
|
$3.96 Million
2.52% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
55,380
shares
|
$3.93 Million
1.39% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
55,002
shares
|
$3.9 Million
2.4% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
54,050
shares
|
$3.84 Million
0.1% of portfolio
|
Q3 2024
Added 48.65%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
53,950
shares
|
$3.83 Million
2.82% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
53,847
shares
|
$3.82 Million
0.14% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
52,837
shares
|
$3.75 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
51,988
shares
|
$3.69 Million
0.24% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
51,632
shares
|
$3.66 Million
1.73% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
51,450
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
51,108
shares
|
$3.63 Million
0.27% of portfolio
|
Q3 2024
Added 28.69%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
51,047
shares
|
$3.62 Million
1.6% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
50,810
shares
|
$3.61 Million
1.6% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
50,662
shares
|
$3.6 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
50,609
shares
|
$3.59 Million
1.11% of portfolio
|
Q3 2023
Reduced 25.9%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
50,551
shares
|
$3.59 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
50,524
shares
|
$3.59 Million
0.29% of portfolio
|
Q3 2024
Reduced 68.01%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
50,267
shares
|
$3.57 Million
1.99% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
49,906
shares
|
$3.54 Million
1.83% of portfolio
|
Q3 2024
Reduced 34.61%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
49,369
shares
|
$3.5 Million
2.03% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
49,127
shares
|
$3.49 Million
1.39% of portfolio
|
Q3 2024
Added 26.44%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
49,097
shares
|
$3.48 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
48,968
shares
|
$3.48 Million
0.09% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
48,733
shares
|
$3.46 Million
1.55% of portfolio
|
Q3 2024
Added 29.04%
|