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 |
|---|---|---|---|---|---|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
23,024
shares
|
$1.68 Million
0.69% of portfolio
|
Q1 2025
Added 58.4%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
22,893
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
22,830
shares
|
$1.66 Million
0.96% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
22,740
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
22,471
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
22,448
shares
|
$1.63 Million
0.98% of portfolio
|
Q4 2022
Reduced 35.44%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
22,445
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
22,429
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
22,357
shares
|
$1.63 Million
0.55% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
22,257
shares
|
$1.62 Million
1.06% of portfolio
|
Q2 2025
Added 57.99%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
22,074
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
22,007
shares
|
$1.6 Million
0.84% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
21,869
shares
|
$1.59 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
21,815
shares
|
$1.59 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
21,770
shares
|
$1.58 Million
1.61% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,656
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
21,570
shares
|
$1.57 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
21,501
shares
|
$1.56 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
21,456
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,367
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
21,102
shares
|
$1.54 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
21,036
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 35.81%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
20,870
shares
|
$1.52 Million
0.66% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
20,739
shares
|
$1.51 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
20,656
shares
|
$1.5 Million
0.19% of portfolio
|
Q1 2025
New holding
|