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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
24,599
shares
|
$1.9 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
24,486
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Added 553.48%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
24,440
shares
|
$1.89 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
24,372
shares
|
$1.89 Million
1.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
24,352
shares
|
$1.88 Million
1.36% of portfolio
|
Q1 2025
Reduced 83.01%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
24,345
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
24,119
shares
|
$1.87 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
24,101
shares
|
$1.86 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,000
shares
|
$1.86 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
23,970
shares
|
$1.85 Million
0.72% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
23,908
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
23,834
shares
|
$1.84 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
23,821
shares
|
$1.84 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
23,767
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 143.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
23,667
shares
|
$1.83 Million
0.12% of portfolio
|
Q1 2025
Reduced 44.09%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
23,533
shares
|
$1.82 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
23,328
shares
|
$1.8 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
23,255
shares
|
$1.8 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
23,199
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2023
Reduced 31.4%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,166
shares
|
$1.79 Million
0.12% of portfolio
|
Q2 2025
Added 21.14%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
22,930
shares
|
$1.77 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,893
shares
|
$1.77 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
22,860
shares
|
$1.77 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
22,674
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
22,637
shares
|
$1.75 Million
0.77% of portfolio
|
Q2 2025
New holding
|