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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
48,070
shares
|
$3.8 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
47,704
shares
|
$3.77 Million
0.26% of portfolio
|
Q3 2025
Added 113.23%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
47,605
shares
|
$3.76 Million
0.31% of portfolio
|
Q3 2025
Added 692.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
47,328
shares
|
$3.74 Million
0.63% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
47,259
shares
|
$3.74 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
47,219
shares
|
$3.73 Million
0.23% of portfolio
|
Q3 2025
Added 7.8%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
47,110
shares
|
$3.72 Million
1.27% of portfolio
|
Q2 2025
Added 204726.09%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
47,072
shares
|
$3.72 Million
0.79% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
46,407
shares
|
$3.67 Million
0.17% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
46,395
shares
|
$3.67 Million
0.14% of portfolio
|
Q3 2025
Added 183.97%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
46,363
shares
|
$3.66 Million
0.38% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
46,202
shares
|
$3.65 Million
2.17% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
46,029
shares
|
$3.64 Million
0.47% of portfolio
|
Q3 2025
Reduced 29.85%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
45,961
shares
|
$3.63 Million
0.28% of portfolio
|
Q4 2024
Added 184.46%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
45,775
shares
|
$3.62 Million
0.07% of portfolio
|
Q4 2025
Added 5.08%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
45,460
shares
|
$3.59 Million
3.38% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
45,418
shares
|
$3.59 Million
1.36% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
45,202
shares
|
$3.57 Million
0.36% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
45,151
shares
|
$3.57 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
44,968
shares
|
$3.55 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
44,862
shares
|
$3.55 Million
0.25% of portfolio
|
Q4 2025
Added 19.5%
|
|
|
Hwg Holdings LP
Houston, TX |
Jan 12, 2026 Q4 2025 |
44,860
shares
|
$3.55 Million
0.9% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
44,687
shares
|
$3.53 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
44,376
shares
|
$3.51 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
44,121
shares
|
$3.49 Million
0.55% of portfolio
|
Q2 2023
Reduced 0.56%
|
|