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 1,144 institutions that hold shares in the stock, with a total of 479 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
122,570
shares
|
$8.44 Million
3.17% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
122,177
shares
|
$8.42 Million
0.08% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
121,961
shares
|
$8.4 Million
0.29% of portfolio
|
Q3 2024
Added 19.38%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
121,620
shares
|
$8.38 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
121,118
shares
|
$8.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
119,924
shares
|
$8.26 Million
0.45% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
119,630
shares
|
$8.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
119,577
shares
|
$8.24 Million
2.14% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
119,054
shares
|
$8.2 Million
1.61% of portfolio
|
Q1 2023
Reduced 5.93%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
118,810
shares
|
$8.18 Million
3.67% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
118,763
shares
|
$8.18 Million
4.21% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
117,506
shares
|
$8.09 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
116,699
shares
|
$8.04 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
115,302
shares
|
$7.94 Million
0.17% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
114,900
shares
|
$7.92 Million
2.99% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
114,829
shares
|
$7.91 Million
0.85% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
114,263
shares
|
$7.87 Million
0.29% of portfolio
|
Q3 2024
Added 744.33%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
113,708
shares
|
$7.83 Million
0.34% of portfolio
|
Q3 2024
Added 3003.38%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
113,192
shares
|
$7.8 Million
3.6% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
112,512
shares
|
$7.75 Million
1.61% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
112,324
shares
|
$7.74 Million
3.04% of portfolio
|
Q3 2024
Reduced 51.92%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
108,413
shares
|
$7.47 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
108,149
shares
|
$7.45 Million
5.31% of portfolio
|
Q3 2024
Added 22.74%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
107,982
shares
|
$7.44 Million
0.01% of portfolio
|
Q3 2024
Added 366.65%
|
|
|
Spence Asset Management
|
Oct 09, 2024 Q3 2024 |
106,749
shares
|
$7.35 Million
1.75% of portfolio
|
Q3 2024
Added 26654.14%
|