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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,467,784
shares
|
$102 Million
8.13% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,426,354
shares
|
$99.5 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,398,385
shares
|
$97.5 Million
0.34% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
1,359,291
shares
|
$94.8 Million
11.39% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,333,607
shares
|
$93 Million
10.74% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
1,329,278
shares
|
$92.7 Million
7.64% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300,400
shares
|
$90.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,279,239
shares
|
$89.2 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,279,200
shares
|
$89.2 Million
16.36% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,277,190
shares
|
$89.1 Million
1.38% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,267,963
shares
|
$88.4 Million
1.26% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,264,596
shares
|
$88.2 Million
0.0% of portfolio
|
Q3 2024
Added 61.55%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
1,237,825
shares
|
$86.3 Million
8.28% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,221,119
shares
|
$85.1 Million
7.4% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,214,781
shares
|
$84.7 Million
16.38% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,196,615
shares
|
$83.4 Million
5.36% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
1,194,343
shares
|
$83.3 Million
1.94% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
1,103,130
shares
|
$76.9 Million
6.26% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,098,899
shares
|
$76.6 Million
9.77% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,081,980
shares
|
$75.4 Million
1.95% of portfolio
|
Q3 2022
Reduced 8.6%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
1,058,661
shares
|
$73.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 42.72%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,037,148
shares
|
$72.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,036,027
shares
|
$72.2 Million
0.02% of portfolio
|
Q3 2024
Added 13.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,000,308
shares
|
$69.8 Million
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
996,539
shares
|
$69.5 Million
1.58% of portfolio
|
Q3 2024
Added 1.28%
|