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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
94,922
shares
|
$6.54 Million
5.06% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
94,268
shares
|
$6.49 Million
2.92% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
93,772
shares
|
$6.46 Million
4.7% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
93,297
shares
|
$6.43 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
93,032
shares
|
$6.41 Million
3.96% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
91,657
shares
|
$6.31 Million
5.96% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
91,367
shares
|
$6.29 Million
0.88% of portfolio
|
Q3 2024
Reduced 14.26%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
90,984
shares
|
$6.27 Million
3.13% of portfolio
|
Q3 2022
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
90,484
shares
|
$6.23 Million
1.47% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
89,218
shares
|
$6.15 Million
2.52% of portfolio
|
Q3 2024
Added 51.83%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
88,647
shares
|
$6.11 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
88,573
shares
|
$6.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
88,012
shares
|
$6.06 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
87,751
shares
|
$6.05 Million
2.47% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
87,345
shares
|
$6.02 Million
0.51% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
87,118
shares
|
$6 Million
3.13% of portfolio
|
Q3 2024
Added 29.21%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
86,563
shares
|
$5.96 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
86,076
shares
|
$5.93 Million
0.4% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
85,925
shares
|
$5.92 Million
0.26% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
85,838
shares
|
$5.91 Million
1.52% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
85,590
shares
|
$5.9 Million
0.26% of portfolio
|
Q3 2024
Added 19.37%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
84,739
shares
|
$5.84 Million
2.38% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
83,745
shares
|
$5.77 Million
1.14% of portfolio
|
Q3 2024
Added 93.5%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
82,305
shares
|
$5.67 Million
1.66% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
82,075
shares
|
$5.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.69%
|