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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
15,625
shares
|
$1.24 Million
0.34% of portfolio
|
Q3 2025
Added 24.98%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
15,583
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2025
Reduced 5.64%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
15,530
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2025
Reduced 39.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
15,453
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
15,342
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
15,268
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
15,235
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,201
shares
|
$1.2 Million
0.22% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
15,063
shares
|
$1.19 Million
0.61% of portfolio
|
Q3 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
15,000
shares
|
$1.19 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
14,977
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
14,881
shares
|
$1.18 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
14,786
shares
|
$1.17 Million
0.36% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
14,786
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
14,758
shares
|
$1.17 Million
1.14% of portfolio
|
Q4 2025
Reduced 1.76%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
14,738
shares
|
$1.17 Million
0.76% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,735
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
14,668
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
14,648
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
14,484
shares
|
$1.14 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
14,378
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
14,220
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2023
Added 4.66%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
14,200
shares
|
$1.12 Million
0.57% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
13,937
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 90.45%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
13,894
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2025
Added 0.22%
|
|