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 1,579 institutions that hold shares in the stock, with a total of 822 Million shares, which have been reported (via 13F filing form) to have a value of $65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,023
shares
|
$713,268
0.18% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
9,009
shares
|
$712,161
0.13% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
8,983
shares
|
$710,106
0.1% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,965
shares
|
$708,683
0.21% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
8,913
shares
|
$704,572
0.43% of portfolio
|
Q4 2025
Added 12.42%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
8,894
shares
|
$703,070
0.14% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
8,778
shares
|
$693,900
0.03% of portfolio
|
Q3 2025
Added 85.11%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
8,615
shares
|
$681,015
0.33% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,491
shares
|
$671,213
0.24% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
8,423
shares
|
$665,838
0.02% of portfolio
|
Q4 2025
Added 47.88%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,387
shares
|
$662,992
0.0% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
8,235
shares
|
$650,976
0.34% of portfolio
|
Q3 2025
Reduced 72.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
8,094
shares
|
$639,830
0.0% of portfolio
|
Q3 2025
Reduced 31.84%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
8,059
shares
|
$637,063
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
8,023
shares
|
$634,218
0.17% of portfolio
|
Q3 2025
Added 32.7%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
8,000
shares
|
$632,400
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
8,000
shares
|
$632,400
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
7,999
shares
|
$632,320
0.03% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
7,982
shares
|
$630,977
0.03% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
7,979
shares
|
$630,739
0.38% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
7,971
shares
|
$630,107
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
7,934
shares
|
$627,182
0.16% of portfolio
|
Q4 2025
Reduced 44.03%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
7,912
shares
|
$625,443
0.23% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,905
shares
|
$624,890
0.04% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,888
shares
|
$623,546
0.08% of portfolio
|
Q3 2025
New holding
|
|