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 |
|---|---|---|---|---|---|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
87,535
shares
|
$6.07 Million
3.32% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
87,296
shares
|
$6.05 Million
0.49% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
85,925
shares
|
$5.96 Million
0.26% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
84,481
shares
|
$5.86 Million
1.6% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
83,978
shares
|
$5.82 Million
0.78% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
83,453
shares
|
$5.79 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
83,295
shares
|
$5.77 Million
1.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
81,843
shares
|
$5.67 Million
1.07% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
81,459
shares
|
$5.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
81,440
shares
|
$5.65 Million
4.95% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
81,019
shares
|
$5.62 Million
0.45% of portfolio
|
Q1 2025
Reduced 80.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
80,999
shares
|
$5.62 Million
4.05% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
79,812
shares
|
$5.53 Million
0.75% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
79,627
shares
|
$5.52 Million
0.33% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
79,135
shares
|
$5.49 Million
0.34% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
79,123
shares
|
$5.49 Million
0.18% of portfolio
|
Q1 2025
Reduced 47.01%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
78,739
shares
|
$5.46 Million
1.45% of portfolio
|
Q1 2025
Reduced 73.6%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
78,707
shares
|
$5.46 Million
1.88% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
78,563
shares
|
$5.45 Million
2.91% of portfolio
|
Q1 2025
Added 128.71%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
77,758
shares
|
$5.39 Million
2.88% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
77,401
shares
|
$5.37 Million
2.56% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
76,961
shares
|
$5.34 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
76,694
shares
|
$5.32 Million
0.2% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
76,466
shares
|
$5.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
73,321
shares
|
$5.08 Million
0.07% of portfolio
|
Q1 2025
Added 0.24%
|