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 |
|---|---|---|---|---|---|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
27,275
shares
|
$2.16 Million
1.23% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
27,225
shares
|
$2.15 Million
0.46% of portfolio
|
Q4 2025
Reduced 4.48%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,211
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
27,130
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
27,105
shares
|
$2.14 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
26,955
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
26,752
shares
|
$2.11 Million
2.23% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
26,620
shares
|
$2.1 Million
0.68% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
26,529
shares
|
$2.1 Million
1.14% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
26,514
shares
|
$2.1 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
26,297
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
26,273
shares
|
$2.08 Million
1.36% of portfolio
|
Q4 2025
Added 420.77%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
26,207
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
26,040
shares
|
$2.06 Million
0.47% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
26,013
shares
|
$2.06 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
25,989
shares
|
$2.05 Million
0.78% of portfolio
|
Q4 2025
Added 11.41%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
25,972
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,810
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 77.66%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
25,781
shares
|
$2.04 Million
0.13% of portfolio
|
Q4 2025
Added 7.11%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
25,524
shares
|
$2.02 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,411
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
25,392
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
25,382
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Fulcrum Capital LLC
|
Jan 15, 2026 Q4 2025 |
25,338
shares
|
$2 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
25,290
shares
|
$2 Million
1.67% of portfolio
|
Q3 2025
Added 0.26%
|
|