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 1,560 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
91,517
shares
|
$7.23 Million
2.87% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
90,984
shares
|
$7.19 Million
3.13% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
90,770
shares
|
$7.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.13%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
90,133
shares
|
$7.13 Million
2.77% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
89,345
shares
|
$7.06 Million
0.13% of portfolio
|
Q3 2025
Added 144.11%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
88,955
shares
|
$7.03 Million
5.73% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
88,138
shares
|
$6.97 Million
0.81% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
87,993
shares
|
$6.96 Million
0.71% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
87,859
shares
|
$6.95 Million
3.31% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
86,831
shares
|
$6.86 Million
2.33% of portfolio
|
Q3 2025
Added 135.97%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
85,925
shares
|
$6.79 Million
0.26% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
85,755
shares
|
$6.78 Million
1.93% of portfolio
|
Q3 2025
Added 268.76%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
85,152
shares
|
$6.73 Million
4.96% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
84,826
shares
|
$6.71 Million
1.6% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
84,566
shares
|
$6.68 Million
1.13% of portfolio
|
Q3 2025
Added 40.48%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
84,183
shares
|
$6.65 Million
0.1% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
84,113
shares
|
$6.65 Million
3.71% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
83,134
shares
|
$6.57 Million
1.4% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
82,151
shares
|
$6.49 Million
0.25% of portfolio
|
Q3 2025
Added 1397.19%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
80,066
shares
|
$6.33 Million
4.17% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
79,107
shares
|
$6.25 Million
3.13% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
78,563
shares
|
$6.21 Million
2.91% of portfolio
|
Q1 2025
Added 128.71%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
77,943
shares
|
$6.16 Million
2.73% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
77,779
shares
|
$6.15 Million
0.75% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
77,416
shares
|
$6.12 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.26%
|
|