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 |
|---|---|---|---|---|---|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
43,471
shares
|
$2.99 Million
0.5% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
42,678
shares
|
$2.94 Million
1.89% of portfolio
|
Q3 2024
Added 40.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
42,334
shares
|
$2.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
42,248
shares
|
$2.91 Million
0.6% of portfolio
|
Q3 2024
Added 90.7%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
42,216
shares
|
$2.91 Million
0.93% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
42,199
shares
|
$2.91 Million
1.65% of portfolio
|
Q3 2024
Added 35.62%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
41,939
shares
|
$2.89 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
41,625
shares
|
$2.87 Million
0.15% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
41,016
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
40,884
shares
|
$2.82 Million
0.56% of portfolio
|
Q3 2024
Added 87.39%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
40,820
shares
|
$2.81 Million
1.3% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
40,712
shares
|
$2.8 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
40,471
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
40,258
shares
|
$2.77 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
40,159
shares
|
$2.77 Million
1.18% of portfolio
|
Q3 2022
Added 12.37%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
39,684
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
39,094
shares
|
$2.69 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
39,000
shares
|
$2.69 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
37,717
shares
|
$2.6 Million
2.74% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
37,063
shares
|
$2.55 Million
0.58% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
36,891
shares
|
$2.54 Million
1.46% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
36,876
shares
|
$2.54 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
36,743
shares
|
$2.53 Million
0.68% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
36,737
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
36,544
shares
|
$2.52 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.72%
|