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 1,121 institutions that hold shares in the stock, with a total of 446 Million shares, which have been reported (via 13F filing form) to have a value of $30.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
283,037
shares
|
$19.3 Million
5.73% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
282,928
shares
|
$19.3 Million
0.2% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
281,469
shares
|
$19.2 Million
1.82% of portfolio
|
Q4 2023
Reduced 9.18%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 18, 2024 Q2 2024 |
279,695
shares
|
$19.1 Million
17.71% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
279,069
shares
|
$19 Million
1.26% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
277,623
shares
|
$18.9 Million
8.17% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
273,869
shares
|
$18.7 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
269,446
shares
|
$18.4 Million
0.55% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
268,896
shares
|
$18.3 Million
0.71% of portfolio
|
Q2 2024
Added 37.6%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
267,607
shares
|
$18.3 Million
1.73% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Jul 31, 2024 Q2 2024 |
267,289
shares
|
$18.2 Million
9.99% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
267,164
shares
|
$18.2 Million
4.97% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
265,093
shares
|
$18.1 Million
4.17% of portfolio
|
Q3 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
262,143
shares
|
$17.9 Million
0.02% of portfolio
|
Q2 2024
Added 5.82%
|
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
261,705
shares
|
$17.9 Million
5.2% of portfolio
|
Q2 2024
Reduced 25.87%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
261,197
shares
|
$17.8 Million
0.75% of portfolio
|
Q2 2024
Added 4.28%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
254,159
shares
|
$17.3 Million
7.86% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
251,501
shares
|
$17.2 Million
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
249,950
shares
|
$17.1 Million
1.81% of portfolio
|
Q2 2024
Added 17.15%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
244,266
shares
|
$16.7 Million
2.8% of portfolio
|
Q3 2024
Added 99.45%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
243,362
shares
|
$16.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
241,454
shares
|
$16.5 Million
2.41% of portfolio
|
Q2 2024
Reduced 8.04%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
239,546
shares
|
$16.3 Million
15.79% of portfolio
|
Q3 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 15, 2024 Q2 2024 |
235,133
shares
|
$16 Million
6.59% of portfolio
|
Q2 2024
Reduced 7.5%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
233,519
shares
|
$15.9 Million
9.75% of portfolio
|
Q3 2024
Added 3.64%
|