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 1,306 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
860,342
shares
|
$56.2 Million
11.25% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
858,021
shares
|
$56.1 Million
8.93% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
852,437
shares
|
$55.7 Million
1.97% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
840,241
shares
|
$54.9 Million
2.69% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
835,452
shares
|
$54.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 19.45%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
834,078
shares
|
$54.5 Million
1.06% of portfolio
|
Q4 2024
Reduced 89.87%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
813,057
shares
|
$53.1 Million
2.43% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
806,460
shares
|
$52.7 Million
0.57% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
802,689
shares
|
$52.5 Million
1.25% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
798,881
shares
|
$52.2 Million
10.16% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
788,245
shares
|
$51.5 Million
19.72% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
758,971
shares
|
$49.6 Million
1.61% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
755,471
shares
|
$49.4 Million
9.58% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
754,502
shares
|
$49.3 Million
1.67% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
738,657
shares
|
$48.3 Million
24.63% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
732,818
shares
|
$47.9 Million
25.33% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
725,565
shares
|
$47.4 Million
8.72% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
722,559
shares
|
$47.2 Million
33.76% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
721,181
shares
|
$47.1 Million
2.32% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
720,483
shares
|
$47.1 Million
22.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
719,929
shares
|
$47.1 Million
8.61% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
715,568
shares
|
$46.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 21.36%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
713,740
shares
|
$46.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
690,604
shares
|
$45.1 Million
1.45% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
688,459
shares
|
$45 Million
8.49% of portfolio
|
Q4 2024
Added 863.84%
|