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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
456,137
shares
|
$32.4 Million
10.95% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
453,330
shares
|
$32.2 Million
1.2% of portfolio
|
Q2 2024
Added 15.71%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
452,175
shares
|
$32.1 Million
5.04% of portfolio
|
Q3 2024
Added 136.67%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
451,777
shares
|
$32 Million
14.45% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
451,292
shares
|
$32 Million
8.73% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
450,510
shares
|
$32 Million
0.11% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
449,192
shares
|
$31.9 Million
6.15% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
440,048
shares
|
$31.2 Million
11.96% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
439,852
shares
|
$31.2 Million
3.43% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
439,529
shares
|
$31.2 Million
26.78% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
435,695
shares
|
$30.9 Million
9.63% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
433,891
shares
|
$30.8 Million
6.88% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
417,048
shares
|
$29.6 Million
2.42% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
408,367
shares
|
$29 Million
5.7% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
406,000
shares
|
$28.8 Million
4.15% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
400,747
shares
|
$28.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
398,372
shares
|
$28.3 Million
5.32% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
396,269
shares
|
$28.1 Million
1.53% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
389,727
shares
|
$27.6 Million
8.69% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
384,962
shares
|
$27.3 Million
11.04% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
383,474
shares
|
$27.2 Million
15.29% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
382,994
shares
|
$27.2 Million
0.26% of portfolio
|
Q3 2024
Added 35.37%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
382,806
shares
|
$27.2 Million
5.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
373,523
shares
|
$26.5 Million
0.28% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
369,935
shares
|
$26.2 Million
13.48% of portfolio
|
Q2 2024
New holding
|