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 1,306 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
55,177
shares
|
$3.61 Million
3.41% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
54,676
shares
|
$3.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
54,588
shares
|
$3.57 Million
1.6% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
54,281
shares
|
$3.55 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,221
shares
|
$3.54 Million
0.05% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,221
shares
|
$3.54 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
53,702
shares
|
$3.51 Million
2.05% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
52,824
shares
|
$3.45 Million
0.0% of portfolio
|
Q4 2024
Added 121.78%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
52,510
shares
|
$3.43 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
52,368
shares
|
$3.42 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
52,356
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
52,224
shares
|
$3.41 Million
1.3% of portfolio
|
Q4 2024
Reduced 40.05%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
52,161
shares
|
$3.41 Million
1.55% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
52,091
shares
|
$3.41 Million
0.09% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Hwg Holdings LP
Houston, TX |
Feb 26, 2025 Q4 2024 |
51,314
shares
|
$3.35 Million
1.21% of portfolio
|
Q4 2024
Added 48.31%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
51,027
shares
|
$3.34 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
50,994
shares
|
$3.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
50,817
shares
|
$3.32 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
50,609
shares
|
$3.31 Million
1.11% of portfolio
|
Q3 2023
Reduced 25.9%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
50,380
shares
|
$3.29 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
50,377
shares
|
$3.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
50,109
shares
|
$3.28 Million
7.29% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
49,961
shares
|
$3.27 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
49,935
shares
|
$3.26 Million
1.14% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
49,622
shares
|
$3.24 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.57%
|