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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
109,193
shares
|
$7.95 Million
0.74% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
108,869
shares
|
$7.92 Million
6.15% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
108,413
shares
|
$7.89 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
108,028
shares
|
$7.86 Million
0.26% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
107,452
shares
|
$7.82 Million
0.57% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
107,438
shares
|
$7.82 Million
0.77% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
106,828
shares
|
$7.77 Million
5.47% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
105,742
shares
|
$7.69 Million
8.74% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
105,443
shares
|
$7.67 Million
1.5% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
104,507
shares
|
$7.6 Million
0.43% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
104,153
shares
|
$7.58 Million
0.67% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
103,958
shares
|
$7.57 Million
2.89% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
103,474
shares
|
$7.53 Million
7.52% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
103,146
shares
|
$7.51 Million
3.97% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
102,643
shares
|
$7.47 Million
0.47% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
102,188
shares
|
$7.44 Million
0.02% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
102,074
shares
|
$7.43 Million
3.31% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
101,990
shares
|
$7.42 Million
0.74% of portfolio
|
Q1 2025
Added 16.06%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
101,807
shares
|
$7.41 Million
4.04% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
101,602
shares
|
$7.39 Million
1.01% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
101,387
shares
|
$7.38 Million
2.95% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
101,176
shares
|
$7.36 Million
1.29% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
100,548
shares
|
$7.32 Million
2.05% of portfolio
|
Q4 2022
Added 77.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
100,252
shares
|
$7.3 Million
0.15% of portfolio
|
Q4 2023
Reduced 4.46%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
100,191
shares
|
$7.29 Million
0.33% of portfolio
|
Q1 2025
Added 34.93%
|