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 1,422 institutions that hold shares in the stock, with a total of 647 Million shares, which have been reported (via 13F filing form) to have a value of $47.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
31
shares
|
$2,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
31
shares
|
$2,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
30
shares
|
$2,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
29
shares
|
$2,110
0.0% of portfolio
|
Q4 2024
Reduced 63.75%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
28
shares
|
$2,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
28
shares
|
$2,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
21
shares
|
$1,528
0.0% of portfolio
|
Q3 2022
Reduced 16.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
21
shares
|
$1,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
21
shares
|
$1,528
0.0% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18
shares
|
$1,309
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
15
shares
|
$1,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
12
shares
|
$873
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
12
shares
|
$873
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
12
shares
|
$873
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
11
shares
|
$800
0.0% of portfolio
|
Q2 2025
Added 450.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
10
shares
|
$727
0.0% of portfolio
|
Q2 2023
Reduced 77.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10
shares
|
$727
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9
shares
|
$654
0.0% of portfolio
|
Q3 2022
Added 350.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
8
shares
|
$582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
7
shares
|
$509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6
shares
|
$436
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
6
shares
|
$436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
3
shares
|
$218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3
shares
|
$218
0.0% of portfolio
|
Q4 2024
New holding
|