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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
60,279
shares
|
$4.66 Million
1.11% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
60,196
shares
|
$4.66 Million
0.84% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
59,729
shares
|
$4.62 Million
2.81% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
58,744
shares
|
$4.54 Million
2.27% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
58,292
shares
|
$4.51 Million
0.16% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
56,435
shares
|
$4.37 Million
1.57% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
56,404
shares
|
$4.36 Million
1.69% of portfolio
|
Q2 2025
Reduced 51.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
56,316
shares
|
$4.36 Million
0.04% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
56,158
shares
|
$4.34 Million
1.52% of portfolio
|
Q2 2025
Reduced 45.37%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
55,181
shares
|
$4.27 Million
0.36% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
55,102
shares
|
$4.26 Million
1.89% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
54,954
shares
|
$4.25 Million
1.14% of portfolio
|
Q2 2025
Reduced 13.24%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
54,652
shares
|
$4.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 28.53%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,221
shares
|
$4.19 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
54,015
shares
|
$4.18 Million
1.11% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
53,900
shares
|
$4.17 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
53,893
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
53,820
shares
|
$4.16 Million
0.41% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
53,332
shares
|
$4.13 Million
1.08% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
53,269
shares
|
$4.12 Million
2.46% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
53,252
shares
|
$4.12 Million
0.3% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
52,338
shares
|
$4.05 Million
7.13% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
51,659
shares
|
$4 Million
2.26% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
50,817
shares
|
$3.93 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
50,682
shares
|
$3.92 Million
2.23% of portfolio
|
Q2 2025
Reduced 6.44%
|