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 1,572 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $64.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
637,639
shares
|
$50.4 Million
4.02% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
629,054
shares
|
$49.7 Million
2.73% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
627,445
shares
|
$49.6 Million
0.06% of portfolio
|
Q3 2025
Added 1394222.25%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
623,314
shares
|
$49.3 Million
4.38% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
622,145
shares
|
$49.2 Million
23.08% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
605,575
shares
|
$47.9 Million
0.64% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
603,459
shares
|
$47.7 Million
2.23% of portfolio
|
Q2 2024
Reduced 19.93%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
600,098
shares
|
$47.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
599,397
shares
|
$47.4 Million
4.47% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
596,970
shares
|
$47.2 Million
3.21% of portfolio
|
Q4 2025
Added 1254.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
590,326
shares
|
$46.7 Million
1.2% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
589,242
shares
|
$46.6 Million
12.1% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
588,106
shares
|
$46.5 Million
0.15% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
585,372
shares
|
$46.3 Million
4.79% of portfolio
|
Q3 2025
Reduced 50.23%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
580,911
shares
|
$45.9 Million
21.21% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
580,485
shares
|
$45.9 Million
4.04% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
579,426
shares
|
$45.8 Million
2.63% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
577,162
shares
|
$45.6 Million
0.47% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
572,861
shares
|
$45.3 Million
1.25% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
571,089
shares
|
$45.1 Million
6.13% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
564,184
shares
|
$44.6 Million
1.47% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
564,067
shares
|
$44.6 Million
6.02% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
561,408
shares
|
$44.4 Million
5.24% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
542,976
shares
|
$42.9 Million
1.13% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
541,304
shares
|
$42.8 Million
0.64% of portfolio
|
Q3 2025
Added 47.1%
|
|