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 1,301 institutions that hold shares in the stock, with a total of 552 Million shares, which have been reported (via 13F filing form) to have a value of $36.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,102,789
shares
|
$72.8 Million
9.84% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
1,095,206
shares
|
$72.3 Million
6.77% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,081,980
shares
|
$71.4 Million
1.95% of portfolio
|
Q3 2022
Reduced 8.6%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,071,126
shares
|
$70.7 Million
6.28% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,053,759
shares
|
$69.6 Million
12.67% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,048,412
shares
|
$69.2 Million
0.11% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
1,022,501
shares
|
$67.5 Million
10.05% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,011,062
shares
|
$66.7 Million
0.41% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
1,008,412
shares
|
$66.6 Million
1.65% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
998,848
shares
|
$65.9 Million
5.52% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
980,244
shares
|
$64.7 Million
6.54% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
976,167
shares
|
$64.4 Million
0.28% of portfolio
|
Q4 2024
Added 84.15%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
969,010
shares
|
$64 Million
11.26% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
930,358
shares
|
$61.4 Million
7.74% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
925,058
shares
|
$61.1 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
913,782
shares
|
$60.3 Million
13.9% of portfolio
|
Q4 2024
Added 89.67%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
911,088
shares
|
$60.1 Million
44.62% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
900,222
shares
|
$59.4 Million
32.28% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
897,737
shares
|
$59.3 Million
21.49% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
894,743
shares
|
$59.1 Million
12.87% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
880,614
shares
|
$58.1 Million
27.22% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
876,615
shares
|
$57.9 Million
1.48% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
868,710
shares
|
$57.3 Million
13.95% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
866,924
shares
|
$57.2 Million
32.15% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
863,733
shares
|
$57 Million
0.6% of portfolio
|
Q4 2024
Added 9.89%
|