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 1,427 institutions that hold shares in the stock, with a total of 649 Million shares, which have been reported (via 13F filing form) to have a value of $48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
920,220
shares
|
$68.1 Million
0.62% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
913,360
shares
|
$67.6 Million
15.52% of portfolio
|
Q2 2025
Added 58.74%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
913,360
shares
|
$67.6 Million
15.52% of portfolio
|
Q2 2025
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
866,603
shares
|
$64.1 Million
14.91% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
855,769
shares
|
$63.3 Million
9.56% of portfolio
|
Q2 2025
Added 14.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
838,210
shares
|
$62 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
825,956
shares
|
$61.1 Million
9.89% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
825,436
shares
|
$61.1 Million
20.19% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
813,233
shares
|
$60.2 Million
33.35% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
802,689
shares
|
$59.4 Million
1.24% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
791,709
shares
|
$58.6 Million
9.08% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
787,826
shares
|
$58.3 Million
19.0% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
773,541
shares
|
$57.2 Million
27.95% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
772,309
shares
|
$57.1 Million
17.55% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
768,300
shares
|
$56.8 Million
10.55% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
765,921
shares
|
$56.7 Million
1.77% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
757,096
shares
|
$56 Million
1.65% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
755,318
shares
|
$55.9 Million
2.11% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
753,652
shares
|
$55.8 Million
2.38% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
744,213
shares
|
$55.1 Million
23.87% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
742,388
shares
|
$54.9 Million
8.22% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
741,078
shares
|
$54.8 Million
14.97% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
739,218
shares
|
$54.7 Million
9.24% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
714,771
shares
|
$52.9 Million
28.06% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
714,500
shares
|
$52.9 Million
23.23% of portfolio
|
Q1 2025
Reduced 0.83%
|