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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
401,116
shares
|
$31 Million
1.12% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
400,023
shares
|
$30.9 Million
14.32% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
395,949
shares
|
$30.6 Million
24.92% of portfolio
|
Q2 2025
Reduced 51.31%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
392,531
shares
|
$30.4 Million
3.59% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
382,317
shares
|
$29.6 Million
4.63% of portfolio
|
Q2 2025
Reduced 42.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
376,949
shares
|
$29.2 Million
0.73% of portfolio
|
Q2 2025
Added 1002.38%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
375,228
shares
|
$29 Million
6.95% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
374,754
shares
|
$29 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
373,889
shares
|
$28.9 Million
5.18% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
373,635
shares
|
$28.9 Million
0.57% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
371,718
shares
|
$28.8 Million
5.11% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
369,916
shares
|
$28.6 Million
4.68% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
368,592
shares
|
$28.5 Million
9.26% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
367,976
shares
|
$28.5 Million
0.53% of portfolio
|
Q2 2025
Added 431.11%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
366,552
shares
|
$28.4 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
361,186
shares
|
$27.9 Million
3.62% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
354,850
shares
|
$27.4 Million
4.11% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
349,460
shares
|
$27 Million
0.24% of portfolio
|
Q2 2025
Added 6185.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
349,028
shares
|
$27 Million
1.79% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
345,895
shares
|
$26.8 Million
5.56% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
343,984
shares
|
$26.6 Million
1.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
341,859
shares
|
$26.4 Million
14.03% of portfolio
|
Q2 2025
Reduced 29.42%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
340,286
shares
|
$26.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
337,033
shares
|
$26.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
336,260
shares
|
$26 Million
17.31% of portfolio
|
Q2 2025
Reduced 0.2%
|