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 1,481 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,264,471
shares
|
$175 Million
31.22% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,166,899
shares
|
$168 Million
4.08% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,131,460
shares
|
$165 Million
0.45% of portfolio
|
Q2 2025
Added 35.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,123,820
shares
|
$164 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
2,100,000
shares
|
$162 Million
15.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,055,143
shares
|
$159 Million
0.03% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,053,233
shares
|
$159 Million
9.08% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
1,966,408
shares
|
$152 Million
36.29% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
1,812,265
shares
|
$140 Million
8.12% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,735,977
shares
|
$134 Million
1.1% of portfolio
|
Q2 2025
Added 35.46%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
1,704,384
shares
|
$132 Million
4.63% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,649,753
shares
|
$128 Million
7.92% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,627,089
shares
|
$126 Million
4.85% of portfolio
|
Q2 2025
Added 246.46%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,622,431
shares
|
$125 Million
22.06% of portfolio
|
Q2 2025
Added 79.7%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,614,508
shares
|
$125 Million
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
1,593,630
shares
|
$123 Million
12.33% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,587,263
shares
|
$123 Million
2.83% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,529,822
shares
|
$118 Million
10.4% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,523,815
shares
|
$118 Million
0.94% of portfolio
|
Q2 2025
Reduced 26.27%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,467,784
shares
|
$114 Million
8.13% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,396,513
shares
|
$108 Million
0.13% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,342,865
shares
|
$104 Million
3.99% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,338,746
shares
|
$104 Million
0.87% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,333,607
shares
|
$103 Million
10.74% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,279,239
shares
|
$98.9 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|