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 1,481 institutions that hold shares in the stock, with a total of 728 Million shares, which have been reported (via 13F filing form) to have a value of $56.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
466,838
shares
|
$36.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
464,827
shares
|
$36 Million
15.91% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
459,000
shares
|
$35.5 Million
4.12% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
457,590
shares
|
$35.4 Million
27.38% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
456,286
shares
|
$35.3 Million
6.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
455,893
shares
|
$35.3 Million
16.05% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
453,596
shares
|
$35.1 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
448,873
shares
|
$34.7 Million
0.53% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
448,526
shares
|
$34.7 Million
1.44% of portfolio
|
Q2 2025
Added 221.69%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
444,020
shares
|
$34.3 Million
3.09% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
443,416
shares
|
$34.3 Million
20.07% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
442,147
shares
|
$34.2 Million
12.08% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
440,783
shares
|
$34.1 Million
4.79% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
436,977
shares
|
$33.8 Million
27.37% of portfolio
|
Q1 2025
Added 101.65%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
434,407
shares
|
$33.6 Million
10.61% of portfolio
|
Q2 2025
Added 76.86%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
433,011
shares
|
$33.5 Million
12.31% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
429,643
shares
|
$33.2 Million
0.2% of portfolio
|
Q2 2025
Reduced 23.37%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
425,367
shares
|
$32.9 Million
2.54% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
420,143
shares
|
$32.5 Million
3.27% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
419,871
shares
|
$32.5 Million
16.31% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
419,555
shares
|
$32.5 Million
14.91% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
418,079
shares
|
$32.3 Million
6.83% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
415,981
shares
|
$32.2 Million
7.68% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
414,348
shares
|
$32 Million
5.51% of portfolio
|
Q2 2025
Reduced 43.95%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
411,202
shares
|
$31.8 Million
10.86% of portfolio
|
Q2 2025
Reduced 7.64%
|