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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
36,533
shares
|
$2.52 Million
0.59% of portfolio
|
Q2 2024
Added 67.44%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
36,361
shares
|
$2.5 Million
0.06% of portfolio
|
Q2 2024
Added 29.31%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
36,022
shares
|
$2.48 Million
0.77% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
35,703
shares
|
$2.46 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
35,537
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2024
Added 30.93%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
35,410
shares
|
$2.44 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
34,902
shares
|
$2.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
34,600
shares
|
$2.38 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
33,736
shares
|
$2.32 Million
0.85% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
33,689
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
33,672
shares
|
$2.32 Million
0.89% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
33,607
shares
|
$2.32 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
33,567
shares
|
$2.31 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Aldebaran Financial Inc.
|
Aug 22, 2024 Q2 2024 |
33,238
shares
|
$2.29 Million
2.97% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
33,235
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
32,967
shares
|
$2.27 Million
0.47% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
32,939
shares
|
$2.27 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
32,932
shares
|
$2.27 Million
0.99% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
32,792
shares
|
$2.26 Million
1.95% of portfolio
|
Q2 2024
Added 508.16%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
32,603
shares
|
$2.25 Million
0.23% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
32,576
shares
|
$2.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
32,265
shares
|
$2.22 Million
0.45% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
32,001
shares
|
$2.2 Million
0.1% of portfolio
|
Q3 2024
Added 69.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
31,697
shares
|
$2.18 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
31,696
shares
|
$2.18 Million
0.69% of portfolio
|
Q3 2024
Added 5.48%
|