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 |
|---|---|---|---|---|---|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
123,634
shares
|
$9 Million
1.14% of portfolio
|
Q1 2025
Added 107.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
123,125
shares
|
$8.96 Million
0.33% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
122,652
shares
|
$8.93 Million
0.82% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
122,294
shares
|
$8.9 Million
0.93% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
121,567
shares
|
$8.85 Million
5.21% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
121,311
shares
|
$8.83 Million
3.04% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
120,476
shares
|
$8.77 Million
0.07% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
120,313
shares
|
$8.76 Million
0.02% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
119,905
shares
|
$8.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
119,648
shares
|
$8.71 Million
0.47% of portfolio
|
Q1 2025
Reduced 57.69%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
119,368
shares
|
$8.69 Million
0.27% of portfolio
|
Q1 2025
Reduced 96.11%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
119,054
shares
|
$8.66 Million
1.61% of portfolio
|
Q1 2023
Reduced 5.93%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
118,903
shares
|
$8.65 Million
0.85% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
118,100
shares
|
$8.59 Million
4.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
117,610
shares
|
$8.56 Million
3.12% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
117,270
shares
|
$8.53 Million
1.5% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
116,786
shares
|
$8.5 Million
3.38% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
116,215
shares
|
$8.46 Million
1.1% of portfolio
|
Q1 2025
Added 159.07%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
114,970
shares
|
$8.37 Million
3.11% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
114,367
shares
|
$8.32 Million
2.76% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
113,865
shares
|
$8.29 Million
4.76% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
113,520
shares
|
$8.26 Million
0.01% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
113,123
shares
|
$8.23 Million
3.43% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
110,116
shares
|
$8.01 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
109,382
shares
|
$7.96 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.17%
|