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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
23,964
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
23,818
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
23,705
shares
|
$1.63 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
23,581
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
23,533
shares
|
$1.62 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
23,490
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
23,424
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
23,286
shares
|
$1.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
23,199
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2023
Reduced 31.4%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
23,175
shares
|
$1.6 Million
0.63% of portfolio
|
Q3 2024
Added 36.69%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,893
shares
|
$1.58 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
22,840
shares
|
$1.57 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
22,577
shares
|
$1.56 Million
2.08% of portfolio
|
Q3 2024
Reduced 82.68%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
22,510
shares
|
$1.55 Million
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
22,448
shares
|
$1.55 Million
0.98% of portfolio
|
Q4 2022
Reduced 35.44%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
22,434
shares
|
$1.55 Million
0.54% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,307
shares
|
$1.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 35.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
22,279
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
22,229
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
21,965
shares
|
$1.51 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
21,844
shares
|
$1.5 Million
0.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
21,774
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,367
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
21,298
shares
|
$1.47 Million
0.48% of portfolio
|
Q3 2024
Added 61.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,256
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.04%
|