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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
63,878
shares
|
$4.65 Million
1.3% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
63,547
shares
|
$4.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
63,338
shares
|
$4.61 Million
1.31% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
63,097
shares
|
$4.59 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
62,605
shares
|
$4.56 Million
0.57% of portfolio
|
Q3 2024
Added 57.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
62,565
shares
|
$4.55 Million
0.18% of portfolio
|
Q1 2025
Added 60.34%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
62,525
shares
|
$4.55 Million
1.38% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
61,821
shares
|
$4.5 Million
1.04% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
61,816
shares
|
$4.5 Million
1.66% of portfolio
|
Q1 2025
Added 84.8%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
61,649
shares
|
$4.49 Million
0.09% of portfolio
|
Q2 2025
Added 149.59%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
60,915
shares
|
$4.43 Million
0.58% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
60,023
shares
|
$4.37 Million
0.02% of portfolio
|
Q1 2025
Added 203.94%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
59,956
shares
|
$4.36 Million
0.54% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
59,710
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
59,066
shares
|
$4.3 Million
0.28% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
58,744
shares
|
$4.27 Million
2.27% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
58,434
shares
|
$4.25 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
58,418
shares
|
$4.25 Million
0.1% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
58,226
shares
|
$4.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.55%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
57,505
shares
|
$4.18 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
57,360
shares
|
$4.17 Million
2.65% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
57,353
shares
|
$4.17 Million
2.65% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
57,276
shares
|
$4.17 Million
2.46% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
56,679
shares
|
$4.12 Million
0.76% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
56,158
shares
|
$4.09 Million
1.52% of portfolio
|
Q2 2025
Reduced 45.37%
|