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 1,093 institutions that hold shares in the stock, with a total of 435 Million shares, which have been reported (via 13F filing form) to have a value of $29.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
974,693
shares
|
$65.5 Million
5.54% of portfolio
|
Q2 2024
Reduced 15.36%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
972,085
shares
|
$65.3 Million
1.17% of portfolio
|
Q2 2024
Reduced 30.45%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
942,084
shares
|
$63.3 Million
21.59% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
941,611
shares
|
$63.3 Million
12.78% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
939,765
shares
|
$63.2 Million
2.58% of portfolio
|
Q2 2024
Reduced 10.31%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
932,811
shares
|
$62.7 Million
0.01% of portfolio
|
Q2 2024
Added 5.91%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
929,619
shares
|
$62.5 Million
7.84% of portfolio
|
Q2 2024
Added 1.27%
|
|
Horst & Graben Wealth Management LLC
|
Jul 23, 2024 Q2 2024 |
917,972
shares
|
$61.7 Million
11.56% of portfolio
|
Q2 2024
Reduced 19.42%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
912,293
shares
|
$61.3 Million
0.01% of portfolio
|
Q2 2024
Added 21.95%
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2024 Q2 2024 |
884,297
shares
|
$59.4 Million
30.22% of portfolio
|
Q2 2024
Added 0.09%
|
|
Brown Financial Advisory
|
Jul 25, 2024 Q2 2024 |
863,837
shares
|
$58.1 Million
42.51% of portfolio
|
Q2 2024
Added 3.02%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
851,152
shares
|
$57.2 Million
0.09% of portfolio
|
Q2 2024
Added 5.71%
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
843,503
shares
|
$56.7 Million
14.07% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
821,360
shares
|
$55.2 Million
30.22% of portfolio
|
Q2 2024
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
813,211
shares
|
$54.7 Million
1.99% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
810,236
shares
|
$54.5 Million
0.67% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
789,921
shares
|
$53.1 Million
6.26% of portfolio
|
Q2 2024
Added 15.84%
|
|
State Street Corp
Boston, MA |
Aug 14, 2024 Q2 2024 |
782,809
shares
|
$52.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.97%
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
768,692
shares
|
$51.7 Million
18.48% of portfolio
|
Q2 2024
Added 1.61%
|
|
Uma Financial Services, Inc.
|
Jul 17, 2024 Q2 2024 |
761,004
shares
|
$51.1 Million
9.48% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
759,943
shares
|
$51.1 Million
1.41% of portfolio
|
Q2 2024
Reduced 29.38%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
756,463
shares
|
$50.8 Million
1.55% of portfolio
|
Q2 2024
Added 5.63%
|
|
Private Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
751,472
shares
|
$50.5 Million
26.1% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
735,220
shares
|
$49.4 Million
0.58% of portfolio
|
Q2 2024
Added 2.26%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 12, 2024 Q2 2024 |
723,466
shares
|
$48.6 Million
14.3% of portfolio
|
Q2 2024
Reduced 6.35%
|