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 1,427 institutions that hold shares in the stock, with a total of 649 Million shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,066,709
shares
|
$153 Million
1.3% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,001,617
shares
|
$148 Million
8.69% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,990,911
shares
|
$147 Million
0.81% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,916,846
shares
|
$142 Million
20.75% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,858,568
shares
|
$137 Million
0.02% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
1,812,682
shares
|
$134 Million
11.02% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
1,783,960
shares
|
$132 Million
7.9% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,729,956
shares
|
$128 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,709,685
shares
|
$126 Million
4.65% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,622,431
shares
|
$120 Million
22.06% of portfolio
|
Q2 2025
Added 79.7%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,582,034
shares
|
$117 Million
0.0% of portfolio
|
Q1 2025
Added 29.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,571,308
shares
|
$116 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,547,810
shares
|
$115 Million
8.07% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,501,603
shares
|
$111 Million
7.26% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,467,784
shares
|
$109 Million
8.13% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
1,400,000
shares
|
$104 Million
20.79% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,385,281
shares
|
$102 Million
1.02% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,370,000
shares
|
$101 Million
16.6% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,342,865
shares
|
$99.3 Million
3.99% of portfolio
|
Q2 2025
Reduced 25.1%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
1,342,587
shares
|
$99.3 Million
3.49% of portfolio
|
Q1 2025
Added 58.55%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,333,607
shares
|
$98.7 Million
10.74% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,293,747
shares
|
$95.7 Million
2.06% of portfolio
|
Q1 2025
Added 47.58%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,286,521
shares
|
$95.2 Million
10.19% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,281,587
shares
|
$94.8 Million
0.82% of portfolio
|
Q1 2025
Added 38.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,279,239
shares
|
$94.6 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|