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 1,175 institutions that hold shares in the stock, with a total of 483 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
6,452
shares
|
$462,801
0.17% of portfolio
|
Q3 2024
Reduced 78.65%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,443
shares
|
$462,156
0.01% of portfolio
|
Q3 2024
Reduced 64.03%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
6,439
shares
|
$461,869
0.06% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
6,439
shares
|
$461,869
0.1% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,384
shares
|
$457,924
0.04% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
6,332
shares
|
$454,194
0.12% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
6,296
shares
|
$451,612
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,210
shares
|
$445,443
0.2% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,178
shares
|
$443,147
0.22% of portfolio
|
Q2 2024
Added 5.91%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
6,165
shares
|
$442,215
0.12% of portfolio
|
Q1 2024
Reduced 50.28%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,134
shares
|
$439,991
0.07% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
6,086
shares
|
$436,548
0.06% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
6,079
shares
|
$436,046
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,050
shares
|
$433,966
0.15% of portfolio
|
Q3 2024
Added 67.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,952
shares
|
$426,936
0.03% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,917
shares
|
$424,426
0.01% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
5,900
shares
|
$423,207
0.27% of portfolio
|
Q4 2023
Added 18.0%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,889
shares
|
$422,417
0.01% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,863
shares
|
$420,552
0.0% of portfolio
|
N/A
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
5,859
shares
|
$420,266
0.14% of portfolio
|
Q3 2024
Reduced 78.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,751
shares
|
$412,519
0.0% of portfolio
|
Q2 2024
Added 73.9%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
5,725
shares
|
$410,654
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
5,715
shares
|
$409,936
0.08% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
5,666
shares
|
$406,422
0.25% of portfolio
|
Q3 2024
Added 53.38%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,634
shares
|
$404,126
0.27% of portfolio
|
Q4 2024
Reduced 1.5%
|