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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,255
shares
|
$637,576
0.16% of portfolio
|
Q2 2022
Added 3.13%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
9,196
shares
|
$633,512
0.71% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
9,097
shares
|
$626,692
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,023
shares
|
$621,594
0.18% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,009
shares
|
$620,630
0.14% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,968
shares
|
$617,805
0.11% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
8,895
shares
|
$612,776
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
8,855
shares
|
$610,020
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,844
shares
|
$609,263
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
8,835
shares
|
$608,643
0.16% of portfolio
|
Q3 2024
Reduced 59.23%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,790
shares
|
$605,543
0.07% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
8,736
shares
|
$601,823
0.14% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,721
shares
|
$600,789
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
8,714
shares
|
$600,307
0.14% of portfolio
|
Q3 2024
Reduced 66.66%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
8,708
shares
|
$599,894
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,595
shares
|
$592,109
0.3% of portfolio
|
Q3 2022
Reduced 2.61%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,579
shares
|
$591,007
0.01% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,508
shares
|
$586,116
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,491
shares
|
$584,944
0.24% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
8,436
shares
|
$581,156
0.08% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,387
shares
|
$577,780
0.0% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
8,376
shares
|
$577,022
0.14% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
8,267
shares
|
$569,513
0.66% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
8,255
shares
|
$568,686
0.08% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
8,200
shares
|
$564,898
0.42% of portfolio
|
Q3 2024
Reduced 1.8%
|