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 |
|---|---|---|---|---|---|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
151,764
shares
|
$11 Million
10.73% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
151,429
shares
|
$11 Million
0.78% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
151,242
shares
|
$11 Million
6.73% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
148,755
shares
|
$10.8 Million
3.03% of portfolio
|
Q1 2025
Added 249.76%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
148,683
shares
|
$10.8 Million
0.75% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
148,404
shares
|
$10.8 Million
0.43% of portfolio
|
Q1 2025
Added 136.26%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
147,468
shares
|
$10.7 Million
8.18% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jun 23, 2025 Q1 2025 |
146,646
shares
|
$10.7 Million
11.36% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
146,371
shares
|
$10.7 Million
2.52% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
146,105
shares
|
$10.6 Million
4.04% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
144,429
shares
|
$10.5 Million
2.23% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
143,893
shares
|
$10.5 Million
3.18% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
143,876
shares
|
$10.5 Million
4.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
142,938
shares
|
$10.4 Million
2.57% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
142,796
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
142,377
shares
|
$10.4 Million
1.43% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
142,047
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
142,034
shares
|
$10.3 Million
1.28% of portfolio
|
Q1 2025
Added 48.32%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
141,826
shares
|
$10.3 Million
2.11% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
141,133
shares
|
$10.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
140,296
shares
|
$10.2 Million
0.7% of portfolio
|
Q1 2025
Added 72.85%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
139,822
shares
|
$10.2 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
139,428
shares
|
$10.1 Million
0.76% of portfolio
|
Q1 2025
Added 24.12%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
139,398
shares
|
$10.1 Million
1.68% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
139,360
shares
|
$10.1 Million
3.73% of portfolio
|
Q2 2025
Added 21.69%
|