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 $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
988,265
shares
|
$70.1 Million
5.25% of portfolio
|
Q3 2024
Added 168.82%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
987,510
shares
|
$70.1 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
970,743
shares
|
$68.9 Million
4.82% of portfolio
|
Q3 2024
Added 59.38%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
966,319
shares
|
$68.6 Million
5.43% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
943,665
shares
|
$66.9 Million
7.45% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
918,289
shares
|
$65.1 Million
0.09% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
909,890
shares
|
$64.5 Million
1.02% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
906,988
shares
|
$64.3 Million
12.75% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
886,901
shares
|
$62.9 Million
20.89% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
883,953
shares
|
$62.7 Million
14.1% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
883,496
shares
|
$62.7 Million
31.89% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
882,589
shares
|
$62.6 Million
42.16% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
872,699
shares
|
$61.9 Million
31.33% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
855,530
shares
|
$60.7 Million
9.04% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
847,450
shares
|
$60.1 Million
9.32% of portfolio
|
Q3 2024
Added 574.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
831,640
shares
|
$59 Million
2.63% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
821,403
shares
|
$58.3 Million
10.35% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
797,556
shares
|
$56.6 Million
3.34% of portfolio
|
Q3 2024
Added 72.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
789,976
shares
|
$56 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
786,800
shares
|
$55.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 56.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
785,980
shares
|
$55.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
779,254
shares
|
$55.3 Million
19.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
768,982
shares
|
$54.6 Million
2.14% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
765,387
shares
|
$54.3 Million
1.35% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
759,370
shares
|
$53.9 Million
1.57% of portfolio
|
Q3 2024
Added 0.38%
|