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 1,301 institutions that hold shares in the stock, with a total of 552 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
298,308
shares
|
$19.9 Million
0.74% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
298,280
shares
|
$19.9 Million
5.87% of portfolio
|
Q4 2024
Added 53.18%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
296,223
shares
|
$19.8 Million
10.22% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
295,715
shares
|
$19.7 Million
0.6% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
293,768
shares
|
$19.6 Million
8.13% of portfolio
|
Q4 2024
Added 38.45%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
292,815
shares
|
$19.5 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
290,157
shares
|
$19.4 Million
7.18% of portfolio
|
Q4 2024
Reduced 24.63%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
288,878
shares
|
$19.3 Million
5.59% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
287,952
shares
|
$19.2 Million
0.85% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
285,750
shares
|
$19.1 Million
4.11% of portfolio
|
Q4 2024
Added 7520.0%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
282,778
shares
|
$18.9 Million
1.29% of portfolio
|
Q4 2024
Added 165.14%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
282,540
shares
|
$18.8 Million
22.25% of portfolio
|
Q4 2024
New holding
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
282,184
shares
|
$18.8 Million
10.51% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
281,469
shares
|
$18.8 Million
1.82% of portfolio
|
Q4 2023
Reduced 9.18%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
280,347
shares
|
$18.7 Million
6.42% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
280,334
shares
|
$18.7 Million
5.4% of portfolio
|
Q4 2024
Added 585.68%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
280,258
shares
|
$18.7 Million
10.42% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
279,255
shares
|
$18.6 Million
12.54% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
274,558
shares
|
$18.3 Million
5.79% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
274,197
shares
|
$18.3 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
273,481
shares
|
$18.2 Million
0.2% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
272,187
shares
|
$18.2 Million
16.6% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
271,298
shares
|
$18.1 Million
13.76% of portfolio
|
Q4 2024
New holding
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
268,443
shares
|
$17.9 Million
12.94% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
265,093
shares
|
$17.7 Million
4.17% of portfolio
|
Q3 2023
New holding
|