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 |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
31,396
shares
|
$2.16 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
31,317
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2022
Added 114.36%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
30,906
shares
|
$2.13 Million
1.22% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
30,759
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
30,753
shares
|
$2.12 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,572
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 66.03%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
30,482
shares
|
$2.1 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
30,288
shares
|
$2.09 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
30,275
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
30,197
shares
|
$2.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
30,000
shares
|
$2.07 Million
1.15% of portfolio
|
Q3 2024
Added 85.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
29,801
shares
|
$2.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
29,516
shares
|
$2.03 Million
2.25% of portfolio
|
Q4 2022
Reduced 78.15%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
29,392
shares
|
$2.02 Million
0.26% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
28,879
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
28,710
shares
|
$1.98 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
28,660
shares
|
$1.97 Million
1.31% of portfolio
|
Q3 2024
Reduced 57.13%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
28,508
shares
|
$1.96 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
28,354
shares
|
$1.95 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
28,305
shares
|
$1.95 Million
0.16% of portfolio
|
Q3 2023
Added 9.26%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
28,248
shares
|
$1.95 Million
0.49% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
27,909
shares
|
$1.92 Million
1.07% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
27,907
shares
|
$1.92 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
27,894
shares
|
$1.92 Million
0.26% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
27,807
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.22%
|