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 1,411 institutions that hold shares in the stock, with a total of 645 Million shares, which have been reported (via 13F filing form) to have a value of $46.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
35,410
shares
|
$2.58 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
34,965
shares
|
$2.54 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
34,227
shares
|
$2.49 Million
0.67% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
34,194
shares
|
$2.49 Million
0.07% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
34,146
shares
|
$2.48 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
34,010
shares
|
$2.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 96.6%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
33,997
shares
|
$2.47 Million
0.42% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
33,934
shares
|
$2.47 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
33,895
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
33,884
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
33,725
shares
|
$2.45 Million
1.3% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
33,320
shares
|
$2.42 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
33,219
shares
|
$2.42 Million
0.87% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
33,056
shares
|
$2.41 Million
2.83% of portfolio
|
Q1 2025
New holding
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
32,478
shares
|
$2.36 Million
0.06% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
32,339
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
32,339
shares
|
$2.35 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
32,104
shares
|
$2.34 Million
0.5% of portfolio
|
Q1 2025
Added 36.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
31,905
shares
|
$2.32 Million
0.16% of portfolio
|
Q1 2025
Added 77.93%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
31,639
shares
|
$2.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
31,531
shares
|
$2.29 Million
0.71% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
31,335
shares
|
$2.28 Million
0.09% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
31,317
shares
|
$2.28 Million
0.02% of portfolio
|
Q2 2022
Added 114.36%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
30,999
shares
|
$2.26 Million
1.09% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
30,688
shares
|
$2.23 Million
0.98% of portfolio
|
Q2 2025
Added 17.22%
|