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 1,481 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,278,232
shares
|
$98.9 Million
10.97% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,265,046
shares
|
$97.9 Million
6.34% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
1,257,410
shares
|
$97.3 Million
2.16% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,228,082
shares
|
$95 Million
1.82% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,221,119
shares
|
$94.5 Million
7.4% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,177,549
shares
|
$91.1 Million
0.45% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,176,217
shares
|
$91 Million
10.05% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
1,132,714
shares
|
$87.6 Million
7.03% of portfolio
|
Q2 2025
Reduced 37.51%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,131,592
shares
|
$87.5 Million
0.89% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
1,128,194
shares
|
$87.3 Million
29.69% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,112,170
shares
|
$86 Million
0.02% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,103,488
shares
|
$85.4 Million
5.72% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
1,093,900
shares
|
$84.6 Million
16.26% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,081,980
shares
|
$83.7 Million
1.95% of portfolio
|
Q3 2022
Reduced 8.6%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,068,772
shares
|
$82.7 Million
1.08% of portfolio
|
Q2 2025
Added 85.02%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,064,700
shares
|
$82.4 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,046,071
shares
|
$80.9 Million
11.17% of portfolio
|
Q2 2025
Added 32.13%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,040,376
shares
|
$80.5 Million
11.9% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,031,134
shares
|
$79.8 Million
41.82% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
1,029,929
shares
|
$79.7 Million
46.17% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
999,568
shares
|
$77.3 Million
1.37% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
973,556
shares
|
$75.3 Million
1.8% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
950,174
shares
|
$73.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
920,334
shares
|
$71.2 Million
7.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
920,220
shares
|
$71.2 Million
0.62% of portfolio
|
Q2 2025
Added 7.92%
|