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 1,387 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taiyo Life Insurance CO
|
May 07, 2025 Q1 2025 |
1,235,500
shares
|
$85.7 Million
7.28% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
1,230,069
shares
|
$85.3 Million
2.18% of portfolio
|
Q1 2025
Added 399.16%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,221,119
shares
|
$84.7 Million
7.4% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,209,776
shares
|
$83.9 Million
7.73% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,159,497
shares
|
$80.4 Million
0.11% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,153,271
shares
|
$80 Million
9.7% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,135,197
shares
|
$78.7 Million
0.38% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
1,128,194
shares
|
$78.2 Million
29.69% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,123,335
shares
|
$77.9 Million
0.92% of portfolio
|
Q1 2025
Reduced 26.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,099,524
shares
|
$76.2 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,085,139
shares
|
$75.2 Million
4.67% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,081,980
shares
|
$75 Million
1.95% of portfolio
|
Q3 2022
Reduced 8.6%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,060,174
shares
|
$73.5 Million
5.56% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,046,613
shares
|
$72.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
1,032,923
shares
|
$71.6 Million
11.08% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
998,848
shares
|
$69.3 Million
5.37% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
989,920
shares
|
$68.6 Million
5.79% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
985,796
shares
|
$68.3 Million
2.97% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
983,573
shares
|
$68.2 Million
11.03% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
963,502
shares
|
$66.8 Million
43.96% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
933,352
shares
|
$64.7 Million
13.4% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
922,932
shares
|
$64 Million
2.76% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
920,334
shares
|
$63.8 Million
7.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Apr 25, 2025 Q1 2025 |
919,083
shares
|
$63.7 Million
32.46% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
902,832
shares
|
$62.6 Million
12.67% of portfolio
|
Q1 2025
Added 101.06%
|