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 |
|---|---|---|---|---|---|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
755,162
shares
|
$53.6 Million
10.54% of portfolio
|
Q3 2024
Reduced 29.09%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
745,032
shares
|
$52.9 Million
0.57% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
743,085
shares
|
$52.7 Million
25.06% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
720,927
shares
|
$51.1 Million
23.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
719,923
shares
|
$51.1 Million
25.02% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
719,253
shares
|
$51 Million
9.08% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
717,989
shares
|
$50.9 Million
8.82% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
707,417
shares
|
$50.2 Million
1.15% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
691,526
shares
|
$49.1 Million
8.48% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
690,604
shares
|
$49 Million
1.45% of portfolio
|
Q4 2023
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
686,907
shares
|
$48.7 Million
3.58% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
679,653
shares
|
$48.2 Million
33.42% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
675,498
shares
|
$47.9 Million
1.45% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
670,041
shares
|
$47.5 Million
25.34% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
669,441
shares
|
$47.5 Million
6.02% of portfolio
|
Q3 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
662,575
shares
|
$47 Million
0.98% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
656,202
shares
|
$46.6 Million
11.3% of portfolio
|
Q3 2024
Reduced 8.94%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
656,153
shares
|
$46.5 Million
14.84% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
649,162
shares
|
$46.1 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
648,900
shares
|
$46 Million
2.05% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
628,775
shares
|
$44.6 Million
4.97% of portfolio
|
Q3 2024
Reduced 20.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
625,764
shares
|
$44.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
610,755
shares
|
$43.3 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
603,828
shares
|
$42.8 Million
0.7% of portfolio
|
Q3 2024
Added 339.08%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
600,684
shares
|
$42.6 Million
21.9% of portfolio
|
Q3 2024
Added 3.41%
|