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 1,407 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
282,540
shares
|
$20.6 Million
22.25% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
281,469
shares
|
$20.5 Million
1.82% of portfolio
|
Q4 2023
Reduced 9.18%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
276,995
shares
|
$20.2 Million
5.28% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
274,156
shares
|
$20 Million
6.07% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
273,770
shares
|
$19.9 Million
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
273,147
shares
|
$19.9 Million
12.88% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
271,472
shares
|
$19.8 Million
1.54% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
266,276
shares
|
$19.4 Million
10.59% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
265,093
shares
|
$19.3 Million
4.17% of portfolio
|
Q3 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
263,565
shares
|
$19.2 Million
2.84% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
262,249
shares
|
$19.1 Million
3.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
261,787
shares
|
$19.1 Million
13.39% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
260,480
shares
|
$19 Million
14.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
259,937
shares
|
$18.9 Million
7.14% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
259,255
shares
|
$18.9 Million
14.02% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
256,214
shares
|
$18.6 Million
10.54% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
255,163
shares
|
$18.6 Million
5.5% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
253,044
shares
|
$18.4 Million
14.05% of portfolio
|
Q1 2025
New holding
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2025 Q1 2025 |
245,618
shares
|
$17.9 Million
7.09% of portfolio
|
Q1 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
244,930
shares
|
$17.8 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
243,925
shares
|
$17.8 Million
10.17% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
242,664
shares
|
$17.7 Million
1.88% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
240,651
shares
|
$17.5 Million
2.37% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
238,765
shares
|
$17.4 Million
0.46% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
237,883
shares
|
$17.3 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.48%
|