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 |
---|---|---|---|---|---|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
26,500
shares
|
$2.05 Million
0.79% of portfolio
|
Q2 2025
Reduced 44.82%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
26,372
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Added 6.57%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,275
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Added 108.27%
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
26,109
shares
|
$2.02 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
26,102
shares
|
$2.02 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
26,084
shares
|
$2.02 Million
1.96% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
25,881
shares
|
$2 Million
2.25% of portfolio
|
Q2 2025
Added 2.12%
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
25,866
shares
|
$2 Million
0.68% of portfolio
|
Q2 2025
Added 4.28%
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
25,847
shares
|
$2 Million
1.11% of portfolio
|
Q2 2025
Added 13.22%
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
25,822
shares
|
$2 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
25,734
shares
|
$1.99 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
25,655
shares
|
$1.98 Million
0.56% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
25,613
shares
|
$1.98 Million
0.7% of portfolio
|
Q2 2025
Reduced 52.06%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
25,534
shares
|
$1.98 Million
0.67% of portfolio
|
Q2 2025
Added 21.0%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
25,480
shares
|
$1.97 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
25,428
shares
|
$1.97 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
25,425
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 15.18%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,411
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
25,338
shares
|
$1.96 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
25,225
shares
|
$1.95 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
25,204
shares
|
$1.95 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
25,074
shares
|
$1.94 Million
0.14% of portfolio
|
Q2 2025
Added 2.04%
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
24,748
shares
|
$1.91 Million
0.12% of portfolio
|
Q2 2025
Added 175.5%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,733
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2022
Added 420.26%
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
24,623
shares
|
$1.9 Million
0.63% of portfolio
|
Q2 2025
New holding
|