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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
745
shares
|
$52,850
0.02% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
724
shares
|
$51,360
0.0% of portfolio
|
Q2 2024
Reduced 10.4%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
705
shares
|
$50,012
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
678
shares
|
$48,097
0.0% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
675
shares
|
$47,884
0.02% of portfolio
|
Q1 2023
Reduced 54.24%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
672
shares
|
$47,671
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
643
shares
|
$45,614
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
641
shares
|
$45,472
0.0% of portfolio
|
Q1 2024
Added 76.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
640
shares
|
$45,401
0.01% of portfolio
|
Q3 2024
Added 720.51%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
620
shares
|
$43,982
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
563
shares
|
$39,939
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
539
shares
|
$38,236
0.01% of portfolio
|
Q3 2023
Added 293.69%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
505
shares
|
$35,824
0.03% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
500
shares
|
$35,470
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
488
shares
|
$34,618
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
486
shares
|
$34,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
483
shares
|
$34,264
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
472
shares
|
$33,483
0.0% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
450
shares
|
$31,923
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
429
shares
|
$30,433
0.01% of portfolio
|
Q1 2023
Added 99.07%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
426
shares
|
$30,220
0.01% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
409
shares
|
$29,014
0.0% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
395
shares
|
$28,021
0.0% of portfolio
|
Q4 2021
Added 5.9%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
394
shares
|
$27,950
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
392
shares
|
$27,808
0.01% of portfolio
|
Q3 2024
Reduced 91.23%
|