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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
48,715
shares
|
$3.46 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
48,589
shares
|
$3.45 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
48,198
shares
|
$3.42 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
48,027
shares
|
$3.41 Million
0.38% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
48,022
shares
|
$3.41 Million
0.07% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
47,599
shares
|
$3.38 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
47,502
shares
|
$3.37 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
47,199
shares
|
$3.35 Million
0.17% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
46,388
shares
|
$3.29 Million
0.61% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
46,364
shares
|
$3.29 Million
0.62% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
45,718
shares
|
$3.24 Million
0.11% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
45,716
shares
|
$3.24 Million
1.4% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
45,371
shares
|
$3.22 Million
0.07% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
45,352
shares
|
$3.22 Million
0.1% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
45,290
shares
|
$3.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
44,937
shares
|
$3.19 Million
0.8% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
44,731
shares
|
$3.17 Million
4.17% of portfolio
|
Q3 2024
Reduced 55.98%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
44,653
shares
|
$3.17 Million
0.53% of portfolio
|
Q3 2024
Added 120.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
44,590
shares
|
$3.16 Million
0.11% of portfolio
|
Q3 2024
Added 271.68%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
44,406
shares
|
$3.15 Million
0.13% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
44,303
shares
|
$3.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
44,121
shares
|
$3.13 Million
0.55% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
43,827
shares
|
$3.11 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
43,701
shares
|
$3.1 Million
1.73% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
43,668
shares
|
$3.1 Million
0.13% of portfolio
|
Q3 2024
Added 11.41%
|