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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
298,141
shares
|
$21.2 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
288,605
shares
|
$20.5 Million
2.07% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
285,810
shares
|
$20.3 Million
1.76% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
285,382
shares
|
$20.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
285,232
shares
|
$20.2 Million
9.36% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
283,819
shares
|
$20.1 Million
3.05% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
283,037
shares
|
$20.1 Million
5.73% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
281,469
shares
|
$20 Million
1.82% of portfolio
|
Q4 2023
Reduced 9.18%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
281,120
shares
|
$19.9 Million
6.12% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
279,979
shares
|
$19.9 Million
0.73% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
279,069
shares
|
$19.8 Million
1.26% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
275,244
shares
|
$19.5 Million
18.45% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
271,220
shares
|
$19.2 Million
1.89% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
269,785
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
269,525
shares
|
$19.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
269,446
shares
|
$19.1 Million
0.55% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
267,164
shares
|
$19 Million
4.97% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
265,093
shares
|
$18.8 Million
4.17% of portfolio
|
Q3 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
264,726
shares
|
$18.8 Million
5.26% of portfolio
|
Q3 2024
Reduced 19.85%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
256,326
shares
|
$18.2 Million
7.64% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
253,595
shares
|
$18 Million
11.83% of portfolio
|
Q3 2024
Added 33.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
251,501
shares
|
$17.8 Million
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
244,266
shares
|
$17.3 Million
2.8% of portfolio
|
Q3 2024
Added 99.45%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
243,362
shares
|
$17.3 Million
1.1% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
240,651
shares
|
$17.1 Million
2.37% of portfolio
|
Q3 2024
Added 20.2%
|