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 1,572 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
77,416
shares
|
$6.12 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
77,160
shares
|
$6.1 Million
2.15% of portfolio
|
Q4 2025
Added 35.77%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
76,576
shares
|
$6.05 Million
3.65% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
76,333
shares
|
$6.03 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
75,552
shares
|
$5.97 Million
4.4% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
75,139
shares
|
$5.94 Million
0.19% of portfolio
|
Q3 2025
Reduced 24.64%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
74,574
shares
|
$5.9 Million
0.71% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
74,262
shares
|
$5.87 Million
1.4% of portfolio
|
Q4 2025
Added 16.27%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
74,207
shares
|
$5.87 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
73,928
shares
|
$5.84 Million
2.47% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
73,614
shares
|
$5.82 Million
3.89% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
73,584
shares
|
$5.82 Million
1.96% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
73,561
shares
|
$5.81 Million
0.07% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
73,222
shares
|
$5.79 Million
3.4% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
72,499
shares
|
$5.73 Million
4.31% of portfolio
|
Q4 2025
Added 15.04%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
72,478
shares
|
$5.73 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.76%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
72,338
shares
|
$5.72 Million
0.03% of portfolio
|
Q3 2025
Added 52.71%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
71,745
shares
|
$5.67 Million
0.39% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
71,037
shares
|
$5.62 Million
0.52% of portfolio
|
Q3 2025
Added 45.47%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
70,950
shares
|
$5.61 Million
0.07% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
70,884
shares
|
$5.6 Million
0.52% of portfolio
|
Q3 2025
Added 0.52%
|
|