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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,952
shares
|
$422,234
0.03% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
5,910
shares
|
$419,255
0.0% of portfolio
|
Q2 2024
Added 26.55%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
5,900
shares
|
$418,546
0.27% of portfolio
|
Q4 2023
Added 18.0%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,889
shares
|
$417,765
0.01% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,863
shares
|
$415,921
0.0% of portfolio
|
N/A
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
5,859
shares
|
$415,637
0.14% of portfolio
|
Q3 2024
Reduced 78.18%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
5,803
shares
|
$411,664
0.08% of portfolio
|
Q2 2024
Added 25.17%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
5,788
shares
|
$410,600
0.23% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,751
shares
|
$407,975
0.0% of portfolio
|
Q2 2024
Added 73.9%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,720
shares
|
$405,776
0.26% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
5,666
shares
|
$401,946
0.25% of portfolio
|
Q3 2024
Added 53.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,607
shares
|
$397,760
0.01% of portfolio
|
Q3 2024
Reduced 36.14%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,597
shares
|
$397,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,592
shares
|
$396,696
0.02% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
5,584
shares
|
$396,128
0.19% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,575
shares
|
$395,490
0.17% of portfolio
|
Q1 2022
Reduced 0.73%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
5,520
shares
|
$391,588
0.22% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
5,500
shares
|
$390,170
0.26% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
5,463
shares
|
$387,545
0.07% of portfolio
|
Q3 2024
Reduced 83.56%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,400
shares
|
$383,076
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
5,370
shares
|
$380,947
0.09% of portfolio
|
Q1 2024
Reduced 6.22%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
5,357
shares
|
$380,025
0.37% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
5,349
shares
|
$379,458
0.04% of portfolio
|
Q3 2024
Reduced 20.25%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,328
shares
|
$377,968
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,292
shares
|
$375,414
0.11% of portfolio
|
Q3 2024
Added 48.74%
|