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 |
|---|---|---|---|---|---|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
99,027
shares
|
$6.87 Million
7.38% of portfolio
|
Q1 2025
Added 97.62%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
98,689
shares
|
$6.84 Million
0.8% of portfolio
|
Q1 2025
Added 35.02%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
98,638
shares
|
$6.84 Million
3.94% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
98,248
shares
|
$6.81 Million
5.32% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
98,103
shares
|
$6.8 Million
2.93% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
98,096
shares
|
$6.8 Million
2.01% of portfolio
|
Q1 2025
Added 87.84%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
97,154
shares
|
$6.74 Million
3.54% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
96,394
shares
|
$6.68 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
96,156
shares
|
$6.67 Million
2.79% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
96,090
shares
|
$6.66 Million
0.35% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
94,997
shares
|
$6.59 Million
0.08% of portfolio
|
Q1 2025
Added 114.14%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
94,657
shares
|
$6.56 Million
1.61% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
94,580
shares
|
$6.56 Million
6.67% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
94,393
shares
|
$6.54 Million
4.62% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
91,148
shares
|
$6.32 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
90,984
shares
|
$6.31 Million
3.13% of portfolio
|
Q3 2022
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
90,884
shares
|
$6.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
90,428
shares
|
$6.27 Million
1.54% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
89,671
shares
|
$6.22 Million
2.14% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
89,516
shares
|
$6.21 Million
0.49% of portfolio
|
Q1 2025
Added 113.71%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
88,745
shares
|
$6.15 Million
5.76% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
88,670
shares
|
$6.15 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
88,624
shares
|
$6.14 Million
2.89% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
88,586
shares
|
$6.14 Million
0.0% of portfolio
|
Q1 2025
Added 54.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
87,946
shares
|
$6.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 17.08%
|