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 1,299 institutions that hold shares in the stock, with a total of 551 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
680,994
shares
|
$46.1 Million
11.99% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
678,771
shares
|
$46 Million
3.63% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
669,525
shares
|
$45.4 Million
15.14% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
656,921
shares
|
$44.5 Million
25.81% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
639,868
shares
|
$43.4 Million
2.1% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
634,431
shares
|
$43 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
629,451
shares
|
$42.6 Million
0.09% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
621,668
shares
|
$42.1 Million
4.41% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
621,512
shares
|
$42.1 Million
19.75% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
605,774
shares
|
$41 Million
4.76% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
596,126
shares
|
$40.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
592,277
shares
|
$40.1 Million
0.27% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
589,109
shares
|
$39.9 Million
10.82% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
581,586
shares
|
$39.4 Million
3.33% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
575,280
shares
|
$39 Million
4.16% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
570,783
shares
|
$38.7 Million
2.16% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
555,775
shares
|
$37.7 Million
19.64% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
552,033
shares
|
$37.4 Million
8.38% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
540,275
shares
|
$36.6 Million
6.83% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
539,175
shares
|
$36.5 Million
2.58% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
532,835
shares
|
$36.1 Million
4.09% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Buttonwood Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
532,192
shares
|
$36.1 Million
21.39% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
531,359
shares
|
$36 Million
0.05% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
528,452
shares
|
$35.8 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
524,459
shares
|
$35.5 Million
1.69% of portfolio
|
Q4 2024
Reduced 41.15%
|