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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
43,929
shares
|
$3.47 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
43,395
shares
|
$3.43 Million
0.35% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
43,102
shares
|
$3.41 Million
0.9% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
42,580
shares
|
$3.37 Million
0.6% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
42,260
shares
|
$3.34 Million
1.77% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
42,157
shares
|
$3.33 Million
0.3% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
42,088
shares
|
$3.33 Million
1.38% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
42,048
shares
|
$3.32 Million
2.12% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
42,001
shares
|
$3.32 Million
0.09% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
41,623
shares
|
$3.29 Million
2.88% of portfolio
|
Q4 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
41,420
shares
|
$3.27 Million
0.68% of portfolio
|
Q4 2025
Reduced 4.94%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
41,320
shares
|
$3.27 Million
0.24% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
41,198
shares
|
$3.26 Million
0.42% of portfolio
|
Q4 2025
Added 6.26%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
41,103
shares
|
$3.25 Million
0.34% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
40,694
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
40,486
shares
|
$3.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
40,159
shares
|
$3.17 Million
1.18% of portfolio
|
Q3 2022
Added 12.37%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
40,002
shares
|
$3.16 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
39,945
shares
|
$3.16 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
39,942
shares
|
$3.16 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
39,939
shares
|
$3.16 Million
0.28% of portfolio
|
Q3 2025
Added 39.91%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
39,933
shares
|
$3.16 Million
0.27% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
39,898
shares
|
$3.15 Million
3.07% of portfolio
|
Q3 2025
Reduced 14.32%
|
|