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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
523,627
shares
|
$34.2 Million
20.44% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
523,039
shares
|
$34.2 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
511,027
shares
|
$33.4 Million
0.55% of portfolio
|
Q4 2024
Added 89.6%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
510,805
shares
|
$33.4 Million
10.54% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
504,157
shares
|
$33 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
491,155
shares
|
$32.1 Million
3.52% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
488,666
shares
|
$31.9 Million
2.87% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
477,509
shares
|
$31.2 Million
17.5% of portfolio
|
Q2 2023
Reduced 5.69%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
475,046
shares
|
$31.1 Million
12.79% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
472,487
shares
|
$30.9 Million
0.12% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
471,354
shares
|
$30.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
469,636
shares
|
$30.7 Million
2.56% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
464,004
shares
|
$30.3 Million
11.08% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
458,887
shares
|
$30 Million
9.39% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
456,286
shares
|
$29.8 Million
6.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
453,169
shares
|
$29.6 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
449,041
shares
|
$29.4 Million
6.37% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
440,783
shares
|
$28.8 Million
3.73% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
433,695
shares
|
$28.4 Million
0.34% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
428,128
shares
|
$28 Million
4.3% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
428,093
shares
|
$28 Million
6.86% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
426,722
shares
|
$27.9 Million
16.32% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
425,367
shares
|
$27.8 Million
2.54% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
424,898
shares
|
$27.8 Million
11.92% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
423,309
shares
|
$27.7 Million
4.25% of portfolio
|
Q4 2024
New holding
|