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 1,481 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
106,046
shares
|
$8.2 Million
3.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
105,742
shares
|
$8.18 Million
8.74% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
105,504
shares
|
$8.16 Million
0.34% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
104,507
shares
|
$8.08 Million
0.43% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
104,122
shares
|
$8.05 Million
3.21% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
103,866
shares
|
$8.03 Million
0.1% of portfolio
|
Q2 2025
Added 1515.33%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
103,474
shares
|
$8 Million
7.52% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
103,321
shares
|
$7.99 Million
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
101,807
shares
|
$7.87 Million
4.04% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
101,343
shares
|
$7.84 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
101,332
shares
|
$7.84 Million
4.63% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
100,548
shares
|
$7.78 Million
2.05% of portfolio
|
Q4 2022
Added 77.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
100,354
shares
|
$7.76 Million
1.46% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
100,252
shares
|
$7.75 Million
0.15% of portfolio
|
Q4 2023
Reduced 4.46%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
100,175
shares
|
$7.75 Million
1.59% of portfolio
|
Q2 2025
Added 96.76%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
97,632
shares
|
$7.55 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Aug 08, 2025 Q2 2025 |
97,242
shares
|
$7.52 Million
6.82% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
96,497
shares
|
$7.46 Million
2.4% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
96,443
shares
|
$7.46 Million
3.29% of portfolio
|
Q2 2025
Reduced 28.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
95,382
shares
|
$7.38 Million
0.07% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
95,030
shares
|
$7.35 Million
0.13% of portfolio
|
Q2 2025
Added 44.79%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
94,828
shares
|
$7.33 Million
0.77% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
94,704
shares
|
$7.33 Million
2.78% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
94,513
shares
|
$7.31 Million
0.02% of portfolio
|
Q2 2025
Added 902.37%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
94,338
shares
|
$7.3 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.34%
|