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 1,422 institutions that hold shares in the stock, with a total of 647 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
20,656
shares
|
$1.5 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
20,542
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
20,490
shares
|
$1.49 Million
0.54% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
20,440
shares
|
$1.49 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
20,430
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
20,429
shares
|
$1.49 Million
0.16% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
20,254
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
20,019
shares
|
$1.46 Million
0.58% of portfolio
|
Q1 2025
Added 40.38%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
19,630
shares
|
$1.43 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
19,603
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
19,561
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Flower City Capital
|
Jul 16, 2025 Q2 2025 |
19,444
shares
|
$1.41 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
19,246
shares
|
$1.4 Million
0.65% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
19,240
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 67.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
19,126
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2023
Added 29.24%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
18,963
shares
|
$1.38 Million
0.56% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
18,854
shares
|
$1.37 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
18,841
shares
|
$1.37 Million
0.41% of portfolio
|
Q1 2025
Reduced 50.45%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
18,815
shares
|
$1.37 Million
0.38% of portfolio
|
Q2 2025
Reduced 55.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
18,637
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
18,435
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,430
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 488.25%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
18,225
shares
|
$1.33 Million
0.96% of portfolio
|
Q1 2025
Reduced 27.95%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
18,210
shares
|
$1.33 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
18,209
shares
|
$1.33 Million
1.33% of portfolio
|
Q1 2025
Added 0.49%
|