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 |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
4,391
shares
|
$302,495
0.07% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,300
shares
|
$296,227
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
4,288
shares
|
$295,400
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
4,252
shares
|
$292,920
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
4,249
shares
|
$292,713
0.14% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
4,237
shares
|
$291,886
0.03% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,232
shares
|
$291,542
0.06% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
4,219
shares
|
$290,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,218
shares
|
$290,578
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,209
shares
|
$289,958
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,161
shares
|
$286,651
0.11% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,155
shares
|
$286,237
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
4,155
shares
|
$286,237
0.07% of portfolio
|
Q3 2024
Added 31.16%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
4,104
shares
|
$282,724
0.13% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
4,104
shares
|
$282,724
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
4,089
shares
|
$281,691
0.15% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,072
shares
|
$280,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
4,071
shares
|
$280,451
0.07% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
4,052
shares
|
$279,142
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,049
shares
|
$278,935
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
4,042
shares
|
$278,453
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
4,035
shares
|
$277,971
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
4,023
shares
|
$277,144
0.03% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
4,020
shares
|
$276,937
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,019
shares
|
$276,868
0.19% of portfolio
|
Q3 2024
Added 11.98%
|