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 |
---|---|---|---|---|---|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Aug 05, 2024 Q2 2024 |
445,138
shares
|
$29.9 Million
25.45% of portfolio
|
Q2 2024
New holding
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
444,205
shares
|
$29.9 Million
2.13% of portfolio
|
Q2 2024
Added 12.18%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
443,217
shares
|
$29.8 Million
6.16% of portfolio
|
Q2 2024
Added 1.35%
|
|
Highland Financial Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
442,257
shares
|
$29.7 Million
10.52% of portfolio
|
Q2 2024
Added 16.98%
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
436,965
shares
|
$29.4 Million
14.57% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Jul 24, 2024 Q2 2024 |
431,969
shares
|
$29 Million
15.28% of portfolio
|
Q2 2024
Added 2.66%
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
430,299
shares
|
$28.9 Million
5.57% of portfolio
|
Q2 2024
Added 3.99%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
412,491
shares
|
$27.7 Million
0.1% of portfolio
|
Q2 2024
Added 10.32%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
412,326
shares
|
$27.7 Million
1.66% of portfolio
|
Q1 2024
Added 38.21%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
410,023
shares
|
$27.6 Million
0.3% of portfolio
|
Q2 2024
Added 0.22%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
400,974
shares
|
$26.9 Million
0.1% of portfolio
|
Q2 2024
Added 6.3%
|
|
Buttonwood Financial Group, LLC
|
Jul 10, 2024 Q2 2024 |
381,907
shares
|
$25.7 Million
14.16% of portfolio
|
Q2 2024
Reduced 34.28%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
381,356
shares
|
$25.6 Million
5.96% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
381,217
shares
|
$25.6 Million
6.15% of portfolio
|
Q2 2024
Added 15.36%
|
|
Clarus Group, Inc.
|
Jul 19, 2024 Q2 2024 |
377,030
shares
|
$25.3 Million
10.68% of portfolio
|
Q2 2024
Added 9682.82%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
373,829
shares
|
$25.1 Million
1.56% of portfolio
|
Q2 2024
Added 18.83%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
370,581
shares
|
$24.9 Million
5.17% of portfolio
|
Q2 2024
Reduced 14.95%
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
369,992
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2024
Added 3.41%
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 22, 2024 Q2 2024 |
369,935
shares
|
$24.9 Million
12.08% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
368,238
shares
|
$24.7 Million
1.03% of portfolio
|
Q4 2022
Added 16.29%
|
|
Imc Chicago, LLC
|
Jul 15, 2024 Q2 2024 |
367,790
shares
|
$24.7 Million
0.79% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
367,632
shares
|
$24.7 Million
2.23% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
361,580
shares
|
$24.3 Million
1.6% of portfolio
|
Q2 2024
Added 31.61%
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
357,005
shares
|
$24 Million
6.68% of portfolio
|
Q2 2024
Added 7.03%
|
|
Astor Investment Management LLC
|
Jul 31, 2024 Q2 2024 |
343,180
shares
|
$23.1 Million
11.66% of portfolio
|
Q2 2024
Reduced 15.07%
|