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 1,144 institutions that hold shares in the stock, with a total of 479 Million shares, which have been reported (via 13F filing form) to have a value of $33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
10,122
shares
|
$697,304
0.39% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
10,062
shares
|
$693,171
0.04% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
10,044
shares
|
$691,931
0.04% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
10,040
shares
|
$691,655
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
9,995
shares
|
$688,555
0.0% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,964
shares
|
$686,419
0.01% of portfolio
|
Q3 2024
Added 167.2%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
9,958
shares
|
$686,006
0.25% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
9,914
shares
|
$682,975
0.02% of portfolio
|
Q1 2024
Added 2.42%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
9,869
shares
|
$679,875
0.42% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,842
shares
|
$678,015
0.54% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,787
shares
|
$674,226
0.02% of portfolio
|
Q3 2024
Reduced 76.6%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
9,770
shares
|
$673,055
0.33% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$670,437
0.37% of portfolio
|
Q3 2024
Reduced 77.0%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,711
shares
|
$668,990
0.05% of portfolio
|
Q3 2024
Added 60.94%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,689
shares
|
$667,475
0.21% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
9,672
shares
|
$666,304
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
9,636
shares
|
$663,824
0.4% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
9,599
shares
|
$661,275
0.18% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,526
shares
|
$656,246
0.19% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,496
shares
|
$654,179
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
9,460
shares
|
$651,699
0.1% of portfolio
|
Q3 2024
Reduced 69.05%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
9,440
shares
|
$650,321
0.1% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
9,380
shares
|
$646,188
0.49% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
9,376
shares
|
$645,912
0.43% of portfolio
|
Q3 2024
Reduced 73.14%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
9,264
shares
|
$638,196
0.14% of portfolio
|
Q3 2024
Reduced 2.1%
|