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 1,321 institutions that hold shares in the stock, with a total of 552 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 |
|---|---|---|---|---|---|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
26,813
shares
|
$1.75 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
26,534
shares
|
$1.73 Million
0.88% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
26,463
shares
|
$1.73 Million
0.36% of portfolio
|
Q1 2025
Added 585.21%
|
|
|
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%
|
|
|
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%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
25,433
shares
|
$1.66 Million
1.05% of portfolio
|
Q4 2024
Added 34.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,411
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
25,338
shares
|
$1.66 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,096
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
25,054
shares
|
$1.64 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
25,032
shares
|
$1.64 Million
1.22% of portfolio
|
Q4 2024
Added 140.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
24,979
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
24,929
shares
|
$1.63 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
24,821
shares
|
$1.62 Million
0.61% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
24,805
shares
|
$1.62 Million
0.64% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,733
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2022
Added 420.26%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
24,700
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
Added 892.77%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
24,695
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
24,655
shares
|
$1.61 Million
1.06% of portfolio
|
Q4 2024
Reduced 14.0%
|