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 1,412 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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
45,933
shares
|
$3.34 Million
0.37% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
45,807
shares
|
$3.33 Million
1.26% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
45,768
shares
|
$3.33 Million
0.11% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
45,583
shares
|
$3.32 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
44,748
shares
|
$3.26 Million
0.91% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
44,517
shares
|
$3.24 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
44,407
shares
|
$3.23 Million
0.46% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
44,121
shares
|
$3.21 Million
0.55% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
44,059
shares
|
$3.21 Million
3.56% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
44,027
shares
|
$3.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
43,702
shares
|
$3.18 Million
0.19% of portfolio
|
Q1 2025
Added 173.09%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
43,408
shares
|
$3.16 Million
0.59% of portfolio
|
Q2 2025
Added 129.88%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
43,395
shares
|
$3.16 Million
0.35% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
42,888
shares
|
$3.12 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
42,832
shares
|
$3.12 Million
1.25% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
42,361
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
41,658
shares
|
$3.03 Million
0.68% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
41,486
shares
|
$3.02 Million
1.33% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
41,449
shares
|
$3.02 Million
2.75% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
41,387
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
41,367
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
41,358
shares
|
$3.01 Million
0.73% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
41,278
shares
|
$3 Million
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
41,147
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
41,064
shares
|
$2.99 Million
0.57% of portfolio
|
Q1 2025
New holding
|