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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
23,533
shares
|
$1.86 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
23,233
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
23,199
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2023
Reduced 31.4%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
22,930
shares
|
$1.81 Million
0.64% of portfolio
|
Q4 2025
Added 261.39%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,893
shares
|
$1.81 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
22,823
shares
|
$1.8 Million
0.5% of portfolio
|
Q4 2025
Reduced 3.66%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
22,694
shares
|
$1.79 Million
1.75% of portfolio
|
Q3 2025
Reduced 19.23%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
22,517
shares
|
$1.78 Million
1.2% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
22,448
shares
|
$1.77 Million
0.98% of portfolio
|
Q4 2022
Reduced 35.44%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
22,289
shares
|
$1.76 Million
0.18% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
22,260
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 28.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
22,173
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
22,109
shares
|
$1.75 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
22,107
shares
|
$1.75 Million
0.43% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
22,096
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
22,090
shares
|
$1.75 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
22,022
shares
|
$1.74 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
21,811
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
21,786
shares
|
$1.72 Million
0.58% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,367
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
21,284
shares
|
$1.68 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
21,195
shares
|
$1.68 Million
1.42% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
21,138
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
20,971
shares
|
$1.66 Million
0.27% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
20,969
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Added 2.66%
|
|