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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
25,019
shares
|
$1.98 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
25,008
shares
|
$1.98 Million
0.52% of portfolio
|
Q3 2025
Reduced 20.23%
|
|
|
Momentum Wealth Planning, LLC
Estero, FL |
Nov 12, 2025 Q3 2025 |
24,966
shares
|
$1.97 Million
1.52% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
24,956
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
24,943
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
24,941
shares
|
$1.97 Million
0.94% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
24,921
shares
|
$1.97 Million
1.36% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,733
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2022
Added 420.26%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
24,710
shares
|
$1.95 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
24,623
shares
|
$1.95 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
24,595
shares
|
$1.94 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
24,459
shares
|
$1.93 Million
0.79% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
24,457
shares
|
$1.93 Million
0.33% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
24,411
shares
|
$1.93 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
24,352
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 384.14%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
24,346
shares
|
$1.92 Million
0.84% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
24,345
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
24,268
shares
|
$1.92 Million
1.52% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
24,196
shares
|
$1.91 Million
1.24% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
24,172
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
24,119
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
24,000
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
23,897
shares
|
$1.89 Million
0.17% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
23,829
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2025
Added 16.15%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
23,564
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.3%
|
|