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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
68,914
shares
|
$5.33 Million
0.11% of portfolio
|
Q2 2025
Added 258.18%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
68,699
shares
|
$5.31 Million
0.77% of portfolio
|
Q2 2023
Added 45.07%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
67,930
shares
|
$5.25 Million
3.31% of portfolio
|
Q2 2025
Reduced 60.02%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
67,294
shares
|
$5.21 Million
1.46% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
65,767
shares
|
$5.09 Million
0.2% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
65,666
shares
|
$5.08 Million
0.0% of portfolio
|
Q2 2025
Added 738.11%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
65,611
shares
|
$5.08 Million
0.77% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
65,389
shares
|
$5.06 Million
2.16% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
65,387
shares
|
$5.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
64,760
shares
|
$5.01 Million
1.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
64,687
shares
|
$5 Million
0.11% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
64,395
shares
|
$4.98 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
63,900
shares
|
$4.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
63,763
shares
|
$4.93 Million
1.59% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
63,578
shares
|
$4.92 Million
0.6% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
63,534
shares
|
$4.91 Million
0.04% of portfolio
|
Q2 2025
Added 114.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
63,509
shares
|
$4.91 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
62,702
shares
|
$4.85 Million
3.85% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
62,605
shares
|
$4.84 Million
0.77% of portfolio
|
Q3 2024
Added 57.68%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
62,455
shares
|
$4.83 Million
0.32% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
61,649
shares
|
$4.77 Million
0.09% of portfolio
|
Q2 2025
Added 149.59%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
61,513
shares
|
$4.76 Million
1.43% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
61,360
shares
|
$4.75 Million
2.53% of portfolio
|
Q2 2025
Added 50.46%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
61,009
shares
|
$4.72 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
60,828
shares
|
$4.71 Million
2.93% of portfolio
|
Q2 2025
Added 6.2%
|