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 1,387 institutions that hold shares in the stock, with a total of 644 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
383,476
shares
|
$26.6 Million
0.71% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
382,555
shares
|
$26.5 Million
3.51% of portfolio
|
Q1 2025
Added 906.46%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
374,951
shares
|
$26 Million
12.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
374,819
shares
|
$26 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
371,949
shares
|
$25.8 Million
2.89% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
369,833
shares
|
$25.6 Million
12.03% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
369,156
shares
|
$25.6 Million
9.26% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
368,773
shares
|
$25.6 Million
3.85% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
365,254
shares
|
$25.3 Million
0.05% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
362,514
shares
|
$25.1 Million
6.48% of portfolio
|
Q1 2025
Added 40.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
356,623
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
353,686
shares
|
$24.5 Million
7.12% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
348,323
shares
|
$24.1 Million
12.34% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
346,048
shares
|
$24 Million
20.63% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
344,866
shares
|
$23.9 Million
4.7% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
343,515
shares
|
$23.8 Million
0.99% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
340,497
shares
|
$23.6 Million
3.57% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
338,397
shares
|
$23.5 Million
5.3% of portfolio
|
Q1 2025
Added 176.57%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
336,947
shares
|
$23.4 Million
16.48% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
336,929
shares
|
$23.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
335,000
shares
|
$23.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
329,486
shares
|
$22.8 Million
9.31% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
327,939
shares
|
$22.7 Million
0.49% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
326,788
shares
|
$22.7 Million
0.75% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
324,769
shares
|
$22.5 Million
0.72% of portfolio
|
Q1 2025
Reduced 37.91%
|