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 |
---|---|---|---|---|---|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
580,218
shares
|
$39 Million
14.9% of portfolio
|
Q2 2024
Added 8.11%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
572,625
shares
|
$38.5 Million
11.38% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Aug 02, 2024 Q2 2024 |
551,039
shares
|
$37 Million
4.35% of portfolio
|
Q2 2024
Added 2.45%
|
|
Market Street Wealth Management Advisors LLC
|
Jul 29, 2024 Q2 2024 |
545,078
shares
|
$36.6 Million
6.67% of portfolio
|
Q2 2024
Added 0.54%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
529,120
shares
|
$35.6 Million
2.66% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
525,246
shares
|
$35.3 Million
1.7% of portfolio
|
Q2 2024
Reduced 43.1%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
513,762
shares
|
$34.5 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
501,628
shares
|
$33.7 Million
10.23% of portfolio
|
Q2 2024
Added 2.13%
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 26, 2024 Q2 2024 |
500,817
shares
|
$33.7 Million
13.65% of portfolio
|
Q2 2024
Added 11.09%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
499,187
shares
|
$33.6 Million
8.29% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
498,987
shares
|
$33.5 Million
0.04% of portfolio
|
Q2 2024
Added 6.57%
|
|
West Wealth Group, LLC
|
Aug 01, 2024 Q2 2024 |
497,588
shares
|
$33.4 Million
11.35% of portfolio
|
Q2 2024
Reduced 17.0%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
492,419
shares
|
$33.1 Million
2.2% of portfolio
|
Q2 2024
Added 5.23%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
491,445
shares
|
$33 Million
1.18% of portfolio
|
Q2 2024
Reduced 61.05%
|
|
Bank Hapoalim Bm
|
Jul 23, 2024 Q2 2024 |
487,000
shares
|
$32.7 Million
4.41% of portfolio
|
Q2 2024
Added 109.91%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
479,249
shares
|
$32.2 Million
8.6% of portfolio
|
Q2 2024
Added 17.22%
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
477,509
shares
|
$32.1 Million
17.5% of portfolio
|
Q2 2023
Reduced 5.69%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
473,523
shares
|
$31.8 Million
2.24% of portfolio
|
Q2 2024
Added 234.41%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
467,243
shares
|
$31.4 Million
13.01% of portfolio
|
Q2 2024
Added 4.27%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
465,171
shares
|
$31.3 Million
2.67% of portfolio
|
Q2 2024
Reduced 15.45%
|
|
Louisiana State Employees Retirement System
|
Jul 24, 2024 Q2 2024 |
464,600
shares
|
$31.2 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
463,424
shares
|
$31.1 Million
1.91% of portfolio
|
Q2 2024
New holding
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
458,560
shares
|
$30.8 Million
3.52% of portfolio
|
Q2 2024
Added 41.81%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
453,330
shares
|
$30.5 Million
1.2% of portfolio
|
Q2 2024
Added 15.71%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
450,632
shares
|
$30.3 Million
8.62% of portfolio
|
Q2 2024
Added 0.99%
|