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 1,307 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
28,752
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 35.52%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
28,653
shares
|
$1.87 Million
1.11% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
28,259
shares
|
$1.85 Million
0.58% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
28,080
shares
|
$1.84 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
28,025
shares
|
$1.83 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
27,962
shares
|
$1.83 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
27,921
shares
|
$1.83 Million
0.42% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
27,770
shares
|
$1.82 Million
0.61% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
27,755
shares
|
$1.81 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
27,728
shares
|
$1.81 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
27,323
shares
|
$1.79 Million
0.2% of portfolio
|
Q4 2024
Added 208.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
27,292
shares
|
$1.78 Million
0.74% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
27,000
shares
|
$1.76 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
26,966
shares
|
$1.76 Million
0.23% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
26,837
shares
|
$1.75 Million
0.73% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
26,453
shares
|
$1.73 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
26,378
shares
|
$1.72 Million
0.62% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
26,265
shares
|
$1.72 Million
1.38% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
26,258
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
26,218
shares
|
$1.71 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
26,192
shares
|
$1.71 Million
0.48% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
25,904
shares
|
$1.69 Million
1.36% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
25,799
shares
|
$1.69 Million
1.86% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
25,596
shares
|
$1.67 Million
1.17% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
25,520
shares
|
$1.67 Million
0.39% of portfolio
|
Q4 2024
New holding
|