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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
76,466
shares
|
$5.56 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
73,321
shares
|
$5.34 Million
0.07% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
73,296
shares
|
$5.33 Million
1.08% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
73,110
shares
|
$5.32 Million
1.9% of portfolio
|
Q1 2025
Added 9.18%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
72,940
shares
|
$5.31 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
72,627
shares
|
$5.29 Million
0.0% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
71,887
shares
|
$5.23 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
71,381
shares
|
$5.19 Million
2.06% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
70,718
shares
|
$5.15 Million
3.45% of portfolio
|
Q2 2025
Reduced 39.85%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
70,700
shares
|
$5.14 Million
2.36% of portfolio
|
Q1 2025
Added 438.79%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
70,335
shares
|
$5.12 Million
0.36% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
70,124
shares
|
$5.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Apr 25, 2025 Q1 2025 |
69,853
shares
|
$5.08 Million
10.97% of portfolio
|
Q1 2025
Reduced 20.66%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
69,200
shares
|
$5.04 Million
1.5% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
68,968
shares
|
$5.02 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
68,699
shares
|
$5 Million
0.77% of portfolio
|
Q2 2023
Added 45.07%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
67,930
shares
|
$4.94 Million
3.31% of portfolio
|
Q2 2025
Reduced 60.02%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
67,660
shares
|
$4.92 Million
1.56% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
67,279
shares
|
$4.9 Million
2.15% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
67,123
shares
|
$4.88 Million
0.71% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
65,746
shares
|
$4.78 Million
1.42% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
65,633
shares
|
$4.78 Million
0.1% of portfolio
|
Q1 2025
Reduced 58.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
64,888
shares
|
$4.72 Million
0.73% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
64,832
shares
|
$4.72 Million
0.05% of portfolio
|
Q1 2025
Added 257.95%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
64,788
shares
|
$4.71 Million
0.05% of portfolio
|
Q1 2025
Added 19.49%
|