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 1,561 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
61,154
shares
|
$4.83 Million
0.33% of portfolio
|
Q3 2025
Added 88.36%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
60,733
shares
|
$4.8 Million
0.18% of portfolio
|
Q3 2025
Added 58.01%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
59,358
shares
|
$4.69 Million
0.81% of portfolio
|
Q3 2025
Added 36.74%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
58,744
shares
|
$4.64 Million
2.27% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
58,536
shares
|
$4.63 Million
0.5% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
58,296
shares
|
$4.61 Million
1.03% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
58,074
shares
|
$4.59 Million
1.09% of portfolio
|
Q3 2025
Added 53.47%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
57,351
shares
|
$4.53 Million
2.58% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
56,972
shares
|
$4.5 Million
2.59% of portfolio
|
Q1 2024
Added 147.87%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
56,831
shares
|
$4.49 Million
1.68% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
56,740
shares
|
$4.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
56,158
shares
|
$4.44 Million
1.52% of portfolio
|
Q2 2025
Reduced 45.37%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
56,093
shares
|
$4.43 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
55,499
shares
|
$4.39 Million
7.68% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Hbk Investments L P
Dallas, TX |
Nov 14, 2025 Q3 2025 |
54,870
shares
|
$4.34 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
54,647
shares
|
$4.32 Million
0.09% of portfolio
|
Q3 2025
Added 47.13%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
54,328
shares
|
$4.29 Million
0.3% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,221
shares
|
$4.29 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
53,162
shares
|
$4.2 Million
4.2% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
52,720
shares
|
$4.17 Million
3.48% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
52,510
shares
|
$4.15 Million
1.99% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
52,175
shares
|
$4.12 Million
1.7% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
52,140
shares
|
$4.12 Million
0.16% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
52,131
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Added 25.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
52,086
shares
|
$4.12 Million
0.16% of portfolio
|
Q3 2025
Reduced 20.8%
|
|