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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
30,231
shares
|
$2.39 Million
0.98% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
30,177
shares
|
$2.39 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
30,061
shares
|
$2.38 Million
1.1% of portfolio
|
Q4 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
30,033
shares
|
$2.37 Million
0.54% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
30,000
shares
|
$2.37 Million
1.0% of portfolio
|
Q3 2024
Added 85.19%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
29,983
shares
|
$2.37 Million
0.34% of portfolio
|
Q3 2025
Added 480.95%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
29,890
shares
|
$2.36 Million
1.46% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
29,785
shares
|
$2.35 Million
1.29% of portfolio
|
Q4 2025
Added 11.35%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
29,616
shares
|
$2.34 Million
0.92% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
29,516
shares
|
$2.33 Million
2.25% of portfolio
|
Q4 2022
Reduced 78.15%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
29,490
shares
|
$2.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
29,329
shares
|
$2.32 Million
0.33% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,074
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
28,802
shares
|
$2.28 Million
0.8% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
28,669
shares
|
$2.27 Million
0.85% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
28,577
shares
|
$2.26 Million
0.27% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
28,488
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
28,439
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.99%
|
|
|
October Effect LTD
Virginia Beach, VA |
Jan 20, 2026 Q4 2025 |
28,221
shares
|
$2.23 Million
2.49% of portfolio
|
Q4 2025
Reduced 4.05%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
28,065
shares
|
$2.22 Million
0.57% of portfolio
|
Q2 2025
Reduced 36.26%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
28,049
shares
|
$2.22 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
27,928
shares
|
$2.21 Million
0.4% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
27,840
shares
|
$2.2 Million
0.13% of portfolio
|
Q3 2025
Added 105.48%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
27,591
shares
|
$2.18 Million
2.15% of portfolio
|
Q4 2025
Added 1.89%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
27,343
shares
|
$2.16 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.14%
|
|