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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
70,827
shares
|
$5.6 Million
0.04% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
70,468
shares
|
$5.57 Million
2.89% of portfolio
|
Q3 2025
Added 14.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
69,274
shares
|
$5.48 Million
0.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
68,699
shares
|
$5.43 Million
0.77% of portfolio
|
Q2 2023
Added 45.07%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
67,973
shares
|
$5.37 Million
1.48% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
67,901
shares
|
$5.37 Million
2.49% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
66,319
shares
|
$5.24 Million
1.48% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
65,751
shares
|
$5.2 Million
0.62% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
65,389
shares
|
$5.17 Million
2.16% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
64,964
shares
|
$5.14 Million
2.01% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
64,843
shares
|
$5.13 Million
1.08% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
64,767
shares
|
$5.12 Million
1.49% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
64,621
shares
|
$5.11 Million
0.78% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
64,296
shares
|
$5.08 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
63,965
shares
|
$5.06 Million
3.11% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
63,805
shares
|
$5.04 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
63,745
shares
|
$5.04 Million
1.65% of portfolio
|
Q3 2025
Added 37.56%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
63,611
shares
|
$5.03 Million
2.81% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
62,992
shares
|
$4.98 Million
3.14% of portfolio
|
Q4 2025
Reduced 4.37%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
62,751
shares
|
$4.96 Million
1.1% of portfolio
|
Q3 2025
Added 483.73%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
62,685
shares
|
$4.96 Million
3.19% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
62,605
shares
|
$4.95 Million
0.75% of portfolio
|
Q3 2024
Added 57.68%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
62,532
shares
|
$4.94 Million
0.32% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
62,425
shares
|
$4.93 Million
0.09% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
62,353
shares
|
$4.93 Million
1.54% of portfolio
|
Q3 2025
Reduced 2.21%
|
|