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 1,297 institutions that hold shares in the stock, with a total of 551 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
559
shares
|
$39,068
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
553
shares
|
$38,649
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
539
shares
|
$37,670
0.01% of portfolio
|
Q3 2023
Added 293.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
533
shares
|
$37,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
532
shares
|
$37,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
507
shares
|
$35,434
0.0% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
500
shares
|
$34,945
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
488
shares
|
$34,106
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
463
shares
|
$32,359
0.03% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
450
shares
|
$31,450
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
438
shares
|
$30,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
429
shares
|
$29,982
0.01% of portfolio
|
Q1 2023
Added 99.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
409
shares
|
$28,585
0.0% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
400
shares
|
$27,956
0.01% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
395
shares
|
$27,606
0.0% of portfolio
|
Q4 2021
Added 5.9%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
394
shares
|
$27,536
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
376
shares
|
$26,278
0.02% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
373
shares
|
$26,068
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
372
shares
|
$25,999
0.0% of portfolio
|
Q3 2024
Added 41.98%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
357
shares
|
$24,950
0.01% of portfolio
|
Q3 2024
Reduced 78.02%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
346
shares
|
$24,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
327
shares
|
$22,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
320
shares
|
$22,364
0.01% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
313
shares
|
$21,875
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
300
shares
|
$20,967
0.01% of portfolio
|
Q4 2024
New holding
|