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 1,387 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
50,397
shares
|
$3.49 Million
1.55% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
50,383
shares
|
$3.49 Million
1.86% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
50,268
shares
|
$3.49 Million
0.1% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
50,000
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
49,573
shares
|
$3.44 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
49,369
shares
|
$3.42 Million
2.1% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
49,245
shares
|
$3.41 Million
0.31% of portfolio
|
Q1 2025
Added 65.27%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
49,230
shares
|
$3.41 Million
0.11% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
48,482
shares
|
$3.36 Million
0.06% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Clarity Financial LLC
|
May 14, 2025 Q1 2025 |
48,314
shares
|
$3.35 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
48,303
shares
|
$3.35 Million
1.61% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
48,233
shares
|
$3.34 Million
0.6% of portfolio
|
Q1 2025
Added 30.29%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
48,024
shares
|
$3.33 Million
1.39% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
47,799
shares
|
$3.31 Million
2.07% of portfolio
|
Q1 2025
Added 374.43%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
47,781
shares
|
$3.31 Million
0.29% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
47,735
shares
|
$3.31 Million
0.41% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
47,690
shares
|
$3.31 Million
2.26% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
46,713
shares
|
$3.24 Million
2.29% of portfolio
|
Q1 2025
Added 86.61%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
46,136
shares
|
$3.2 Million
1.65% of portfolio
|
Q1 2025
Added 150.82%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
45,961
shares
|
$3.19 Million
0.28% of portfolio
|
Q4 2024
Added 184.46%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
45,947
shares
|
$3.19 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
45,807
shares
|
$3.18 Million
1.26% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
45,768
shares
|
$3.17 Million
0.11% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
45,583
shares
|
$3.16 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
45,044
shares
|
$3.12 Million
1.36% of portfolio
|
Q1 2025
New holding
|