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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
35,549
shares
|
$2.81 Million
1.38% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
35,502
shares
|
$2.81 Million
0.37% of portfolio
|
Q3 2025
Added 236.67%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
35,410
shares
|
$2.8 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
35,183
shares
|
$2.78 Million
0.12% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
34,814
shares
|
$2.75 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
34,576
shares
|
$2.73 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
34,562
shares
|
$2.73 Million
0.09% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
34,181
shares
|
$2.7 Million
0.02% of portfolio
|
Q2 2025
Added 145.61%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
33,604
shares
|
$2.66 Million
1.05% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
33,120
shares
|
$2.62 Million
2.79% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
32,767
shares
|
$2.59 Million
0.2% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
32,420
shares
|
$2.56 Million
0.15% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
32,365
shares
|
$2.56 Million
2.3% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
31,864
shares
|
$2.52 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
31,566
shares
|
$2.5 Million
1.4% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
31,409
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
31,395
shares
|
$2.48 Million
2.72% of portfolio
|
Q3 2025
Added 21.31%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
31,317
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2022
Added 114.36%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
31,170
shares
|
$2.46 Million
0.59% of portfolio
|
Q3 2025
Added 30.78%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
31,131
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
31,125
shares
|
$2.46 Million
0.69% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
30,937
shares
|
$2.45 Million
1.13% of portfolio
|
Q4 2025
Added 29.88%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
30,881
shares
|
$2.44 Million
3.21% of portfolio
|
Q4 2025
Added 38.6%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
30,756
shares
|
$2.43 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
30,427
shares
|
$2.41 Million
1.06% of portfolio
|
Q3 2025
Reduced 5.4%
|
|