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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
30,681
shares
|
$2.23 Million
0.18% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
30,585
shares
|
$2.23 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
30,434
shares
|
$2.21 Million
1.08% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
30,345
shares
|
$2.21 Million
3.14% of portfolio
|
Q1 2025
Reduced 33.7%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
30,151
shares
|
$2.19 Million
0.85% of portfolio
|
Q1 2025
Added 62.73%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
30,095
shares
|
$2.19 Million
0.23% of portfolio
|
Q1 2025
Added 38.6%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
30,000
shares
|
$2.18 Million
0.94% of portfolio
|
Q3 2024
Added 85.19%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
29,816
shares
|
$2.17 Million
1.0% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
29,754
shares
|
$2.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
29,552
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
29,516
shares
|
$2.15 Million
2.25% of portfolio
|
Q4 2022
Reduced 78.15%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
29,258
shares
|
$2.13 Million
1.18% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
29,125
shares
|
$2.12 Million
0.32% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
28,946
shares
|
$2.11 Million
0.25% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
28,876
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.6%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
28,730
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2025
Added 25.72%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
28,546
shares
|
$2.08 Million
0.22% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
28,523
shares
|
$2.08 Million
0.65% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
28,514
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
28,414
shares
|
$2.07 Million
0.51% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
28,132
shares
|
$2.05 Million
0.64% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
27,928
shares
|
$2.03 Million
0.4% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
27,907
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
27,366
shares
|
$1.99 Million
0.9% of portfolio
|
Q1 2025
Reduced 23.95%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
27,260
shares
|
$1.98 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.92%
|