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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
138,827
shares
|
$10.1 Million
1.04% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
138,548
shares
|
$10.1 Million
3.83% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
138,510
shares
|
$10.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
138,425
shares
|
$10.1 Million
9.62% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
136,690
shares
|
$9.95 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
136,448
shares
|
$9.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136,132
shares
|
$9.91 Million
1.15% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
135,719
shares
|
$9.88 Million
4.59% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
135,245
shares
|
$9.84 Million
1.18% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
134,990
shares
|
$9.82 Million
4.45% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
134,156
shares
|
$9.76 Million
4.44% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
134,000
shares
|
$9.75 Million
0.32% of portfolio
|
Q1 2025
Added 243.59%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
133,669
shares
|
$9.73 Million
5.87% of portfolio
|
Q1 2025
Reduced 29.42%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
132,940
shares
|
$9.67 Million
2.27% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
130,728
shares
|
$9.51 Million
1.09% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
128,766
shares
|
$9.37 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
128,692
shares
|
$9.36 Million
4.78% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
128,307
shares
|
$9.34 Million
5.83% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
128,256
shares
|
$9.33 Million
1.72% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
127,852
shares
|
$9.3 Million
1.16% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
126,468
shares
|
$9.2 Million
4.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
124,953
shares
|
$9.09 Million
6.25% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
124,677
shares
|
$9.07 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
124,093
shares
|
$9.03 Million
2.45% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
123,934
shares
|
$9.02 Million
0.31% of portfolio
|
Q1 2025
Added 37.2%
|