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 1,481 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
913,360
shares
|
$70.6 Million
15.52% of portfolio
|
Q2 2025
Added 58.74%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
913,360
shares
|
$70.6 Million
15.52% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
908,809
shares
|
$70.3 Million
6.48% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
899,764
shares
|
$69.6 Million
9.83% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
889,651
shares
|
$68.8 Million
16.24% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
855,769
shares
|
$66.2 Million
9.56% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Taiyo Life Insurance CO
|
Jul 28, 2025 Q2 2025 |
855,500
shares
|
$66.2 Million
5.84% of portfolio
|
Q2 2025
Reduced 30.76%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
848,519
shares
|
$65.6 Million
12.88% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
825,956
shares
|
$63.9 Million
9.89% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
818,773
shares
|
$63.3 Million
21.06% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
805,761
shares
|
$62.3 Million
5.31% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
793,284
shares
|
$61.4 Million
2.18% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
792,765
shares
|
$61.3 Million
3.15% of portfolio
|
Q2 2025
Reduced 40.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
792,637
shares
|
$61.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
787,826
shares
|
$60.9 Million
19.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
773,541
shares
|
$59.8 Million
27.95% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
772,309
shares
|
$59.7 Million
17.55% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
770,715
shares
|
$59.6 Million
24.85% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
765,921
shares
|
$59.2 Million
1.77% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
763,291
shares
|
$59 Million
2.34% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
758,839
shares
|
$58.7 Million
1.69% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
758,262
shares
|
$58.7 Million
4.51% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
752,588
shares
|
$58.2 Million
22.88% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
751,255
shares
|
$58.1 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
741,078
shares
|
$57.3 Million
14.97% of portfolio
|
Q2 2025
Added 5.45%
|