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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
52,029
shares
|
$4.11 Million
2.37% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
51,873
shares
|
$4.1 Million
1.06% of portfolio
|
Q4 2025
Added 6.24%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
51,569
shares
|
$4.08 Million
1.08% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
51,492
shares
|
$4.07 Million
0.1% of portfolio
|
Q4 2025
Reduced 15.42%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
51,369
shares
|
$4.06 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
50,932
shares
|
$4.03 Million
1.64% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
50,777
shares
|
$4.01 Million
0.26% of portfolio
|
Q3 2025
Added 47.68%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
50,653
shares
|
$4 Million
1.23% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
50,609
shares
|
$4 Million
1.11% of portfolio
|
Q3 2023
Reduced 25.9%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
50,545
shares
|
$4 Million
1.55% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
50,486
shares
|
$3.99 Million
2.28% of portfolio
|
Q4 2025
Reduced 11.38%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
50,192
shares
|
$3.97 Million
0.91% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
49,801
shares
|
$3.94 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
49,692
shares
|
$3.93 Million
0.34% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
49,489
shares
|
$3.91 Million
2.33% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
49,126
shares
|
$3.88 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
48,528
shares
|
$3.84 Million
2.1% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
48,371
shares
|
$3.82 Million
1.42% of portfolio
|
Q3 2025
Added 57.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
48,352
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
48,303
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2025
Reduced 60.43%
|
|