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 1,589 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
4,087
shares
|
$323,077
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
4,052
shares
|
$320,310
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
4,041
shares
|
$319,441
0.1% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,032
shares
|
$318,729
0.15% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
4,019
shares
|
$317,701
0.13% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,011
shares
|
$317,069
0.01% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
3,988
shares
|
$315,251
0.67% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,972
shares
|
$313,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
3,968
shares
|
$313,670
0.2% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,965
shares
|
$313,433
0.02% of portfolio
|
Q4 2025
Added 1.35%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
3,951
shares
|
$312,326
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
3,943
shares
|
$311,694
0.03% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
3,936
shares
|
$311,140
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
3,933
shares
|
$310,903
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 25, 2025 Q3 2025 |
3,905
shares
|
$308,690
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
3,898
shares
|
$308,136
0.05% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
3,878
shares
|
$306,555
0.1% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
3,873
shares
|
$306,160
0.03% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,870
shares
|
$305,923
0.01% of portfolio
|
Q2 2025
Added 3125.0%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
3,867
shares
|
$305,686
0.02% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
3,864
shares
|
$305,449
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
3,859
shares
|
$305,053
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
3,854
shares
|
$304,658
0.01% of portfolio
|
Q4 2025
Reduced 2.28%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,847
shares
|
$304,105
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,845
shares
|
$303,947
0.08% of portfolio
|
Q3 2025
Reduced 69.08%
|
|