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 1,387 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
21
shares
|
$1,455
0.0% of portfolio
|
Q3 2022
Reduced 16.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
21
shares
|
$1,455
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
21
shares
|
$1,455
0.0% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18
shares
|
$1,247
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15
shares
|
$1,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
12
shares
|
$831
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
12
shares
|
$831
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$693
0.0% of portfolio
|
Q2 2023
Reduced 77.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10
shares
|
$693
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
9
shares
|
$623
0.0% of portfolio
|
Q3 2022
Added 350.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6
shares
|
$415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3
shares
|
$207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3
shares
|
$207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
3
shares
|
$207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2
shares
|
$138
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2
shares
|
$138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1
shares
|
$69
0.0% of portfolio
|
Q2 2023
Reduced 99.93%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$69
0.02% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|