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 1,407 institutions that hold shares in the stock, with a total of 646 Million shares, which have been reported (via 13F filing form) to have a value of $47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,570
shares
|
$550,868
0.35% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,550
shares
|
$549,413
0.17% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
7,535
shares
|
$548,321
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,468
shares
|
$543,446
0.09% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
7,455
shares
|
$542,500
0.45% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,448
shares
|
$541,990
0.05% of portfolio
|
Q4 2024
Added 39.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,443
shares
|
$541,627
0.01% of portfolio
|
Q2 2020
Added 4.64%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,402
shares
|
$538,643
0.0% of portfolio
|
Q1 2025
Added 106.13%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
7,399
shares
|
$538,425
0.27% of portfolio
|
Q1 2025
Reduced 40.1%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
7,350
shares
|
$534,859
0.53% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,340
shares
|
$534,131
0.16% of portfolio
|
Q1 2025
Added 33.28%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
7,331
shares
|
$533,476
0.09% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,304
shares
|
$531,512
0.2% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
7,279
shares
|
$529,692
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
7,253
shares
|
$527,800
0.1% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,184
shares
|
$522,779
0.01% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,143
shares
|
$519,796
0.01% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
7,135
shares
|
$519,213
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,077
shares
|
$514,993
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
7,071
shares
|
$514,556
0.04% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
7,000
shares
|
$509,390
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
6,997
shares
|
$509,171
0.02% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
6,981
shares
|
$508,007
0.04% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
6,944
shares
|
$505,314
0.28% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
6,919
shares
|
$503,495
0.03% of portfolio
|
Q3 2024
Reduced 82.73%
|