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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
80,769
shares
|
$6.25 Million
4.23% of portfolio
|
Q2 2025
Reduced 35.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
80,391
shares
|
$6.22 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
79,815
shares
|
$6.17 Million
3.17% of portfolio
|
Q2 2025
Added 39.15%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
78,602
shares
|
$6.08 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
78,563
shares
|
$6.08 Million
2.91% of portfolio
|
Q1 2025
Added 128.71%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
78,417
shares
|
$6.07 Million
1.95% of portfolio
|
Q2 2025
Added 94.49%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
78,370
shares
|
$6.06 Million
4.28% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
78,186
shares
|
$6.05 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
78,122
shares
|
$6.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
77,961
shares
|
$6.03 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
77,936
shares
|
$6.03 Million
2.91% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
77,616
shares
|
$6 Million
1.07% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
76,589
shares
|
$5.92 Million
4.01% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
76,130
shares
|
$5.89 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
75,142
shares
|
$5.81 Million
1.51% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
73,514
shares
|
$5.69 Million
1.99% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
72,873
shares
|
$5.64 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
71,643
shares
|
$5.54 Million
1.96% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
71,212
shares
|
$5.51 Million
0.39% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
70,718
shares
|
$5.47 Million
3.45% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
70,588
shares
|
$5.46 Million
1.66% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
70,534
shares
|
$5.46 Million
1.12% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
70,515
shares
|
$5.45 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
70,441
shares
|
$5.45 Million
2.29% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
68,925
shares
|
$5.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.71%
|