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 |
|---|---|---|---|---|---|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
27,149
shares
|
$1.98 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
27,147
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
26,695
shares
|
$1.94 Million
2.07% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
26,653
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
26,616
shares
|
$1.94 Million
1.23% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
26,578
shares
|
$1.93 Million
1.45% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
26,268
shares
|
$1.91 Million
1.35% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
26,265
shares
|
$1.91 Million
1.38% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
26,254
shares
|
$1.91 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
26,102
shares
|
$1.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
26,051
shares
|
$1.9 Million
0.61% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
25,866
shares
|
$1.88 Million
0.68% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
25,851
shares
|
$1.88 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
25,822
shares
|
$1.88 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
25,655
shares
|
$1.87 Million
0.56% of portfolio
|
Q2 2025
Reduced 21.38%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
25,616
shares
|
$1.86 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25,542
shares
|
$1.86 Million
0.16% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
25,509
shares
|
$1.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
25,485
shares
|
$1.85 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
25,485
shares
|
$1.85 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
25,480
shares
|
$1.85 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,411
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
25,343
shares
|
$1.84 Million
2.1% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
25,338
shares
|
$1.84 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
25,282
shares
|
$1.84 Million
0.21% of portfolio
|
Q1 2025
Added 13.72%
|