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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
11,460
shares
|
$833,944
1.15% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,380
shares
|
$828,122
0.2% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
11,075
shares
|
$805,927
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
11,069
shares
|
$805,491
0.4% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,045
shares
|
$803,744
0.02% of portfolio
|
Q1 2025
Added 144.52%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
11,039
shares
|
$803,308
0.72% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
10,988
shares
|
$799,596
0.24% of portfolio
|
Q2 2025
Added 15.15%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
10,961
shares
|
$797,631
1.16% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
10,874
shares
|
$791,300
0.01% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
10,832
shares
|
$788,244
0.06% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,824
shares
|
$787,662
0.0% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
10,789
shares
|
$785,115
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
10,751
shares
|
$782,350
0.41% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
10,703
shares
|
$778,857
0.14% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
10,624
shares
|
$773,108
0.14% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
10,617
shares
|
$772,599
0.14% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
10,602
shares
|
$771,507
0.37% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
10,596
shares
|
$771,070
0.11% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
10,589
shares
|
$770,561
0.56% of portfolio
|
Q1 2025
Reduced 29.63%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
10,581
shares
|
$769,979
0.33% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,545
shares
|
$767,359
0.11% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
10,542
shares
|
$767,141
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,541
shares
|
$767,068
0.19% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
10,494
shares
|
$763,648
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
10,455
shares
|
$760,810
0.62% of portfolio
|
Q1 2025
Reduced 4.11%
|