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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
116,164
shares
|
$9.18 Million
2.17% of portfolio
|
Q3 2025
Reduced 42.78%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
116,164
shares
|
$9.18 Million
1.83% of portfolio
|
Q3 2025
Reduced 42.78%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
115,677
shares
|
$9.14 Million
4.32% of portfolio
|
Q4 2025
Reduced 11.57%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
115,520
shares
|
$9.13 Million
5.96% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
113,935
shares
|
$9.01 Million
1.47% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
113,555
shares
|
$8.98 Million
0.74% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
112,762
shares
|
$8.91 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
112,084
shares
|
$8.86 Million
5.06% of portfolio
|
Q4 2025
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
112,079
shares
|
$8.86 Million
5.82% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
111,711
shares
|
$8.83 Million
3.45% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
111,670
shares
|
$8.83 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
111,498
shares
|
$8.81 Million
4.72% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
111,310
shares
|
$8.8 Million
0.67% of portfolio
|
Q3 2025
Added 1936.03%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
110,666
shares
|
$8.75 Million
0.34% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
109,669
shares
|
$8.67 Million
1.11% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
108,413
shares
|
$8.57 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
108,195
shares
|
$8.55 Million
0.22% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
105,742
shares
|
$8.36 Million
8.74% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Oct 27, 2025 Q3 2025 |
105,569
shares
|
$8.35 Million
5.34% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
104,516
shares
|
$8.26 Million
5.08% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
104,507
shares
|
$8.26 Million
0.43% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
103,474
shares
|
$8.18 Million
7.52% of portfolio
|
Q3 2022
Added 1.87%
|
|