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 1,306 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
87,880
shares
|
$5.74 Million
0.68% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
87,578
shares
|
$5.72 Million
0.26% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
87,223
shares
|
$5.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
86,704
shares
|
$5.67 Million
5.91% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
85,925
shares
|
$5.62 Million
0.26% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
85,617
shares
|
$5.6 Million
0.46% of portfolio
|
Q4 2024
Added 67.52%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
84,858
shares
|
$5.55 Million
0.37% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
84,505
shares
|
$5.52 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
82,050
shares
|
$5.36 Million
1.57% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
81,750
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
81,746
shares
|
$5.34 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
81,735
shares
|
$5.34 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
81,164
shares
|
$5.31 Million
0.4% of portfolio
|
Q4 2024
Added 60.64%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
80,603
shares
|
$5.27 Million
2.87% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
80,249
shares
|
$5.25 Million
4.08% of portfolio
|
Q4 2024
Added 27288.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
79,950
shares
|
$5.23 Million
1.02% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
79,934
shares
|
$5.23 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
79,474
shares
|
$5.2 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
79,473
shares
|
$5.2 Million
5.21% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
79,373
shares
|
$5.19 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
79,344
shares
|
$5.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
77,823
shares
|
$5.09 Million
2.74% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
76,133
shares
|
$4.98 Million
4.7% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
75,040
shares
|
$4.91 Million
0.28% of portfolio
|
Q4 2024
Reduced 44.82%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
74,344
shares
|
$4.86 Million
1.49% of portfolio
|
Q4 2024
Added 19.74%
|