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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
560,655
shares
|
$41.5 Million
0.28% of portfolio
|
Q1 2025
Reduced 32.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
555,872
shares
|
$41.1 Million
0.46% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
550,771
shares
|
$40.7 Million
1.18% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
548,371
shares
|
$40.6 Million
2.5% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
545,799
shares
|
$40.4 Million
1.14% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
543,482
shares
|
$40.2 Million
5.87% of portfolio
|
Q2 2025
Reduced 31.17%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
540,013
shares
|
$40 Million
7.12% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
533,400
shares
|
$39.5 Million
0.72% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
530,640
shares
|
$39.3 Million
18.32% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
530,211
shares
|
$39.2 Million
2.76% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
520,736
shares
|
$38.5 Million
11.28% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
516,007
shares
|
$38.2 Million
7.42% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
511,929
shares
|
$37.9 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
503,396
shares
|
$37.2 Million
5.65% of portfolio
|
Q2 2025
Added 91.95%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
500,817
shares
|
$37.1 Million
13.46% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
500,231
shares
|
$37 Million
3.75% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
494,609
shares
|
$36.6 Million
17.36% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
485,491
shares
|
$35.9 Million
11.44% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
480,481
shares
|
$35.5 Million
2.65% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
477,509
shares
|
$35.3 Million
17.5% of portfolio
|
Q2 2023
Reduced 5.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
473,907
shares
|
$35.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
469,976
shares
|
$34.8 Million
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
469,636
shares
|
$34.7 Million
1.46% of portfolio
|
Q1 2025
Added 26.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
467,867
shares
|
$34.6 Million
1.01% of portfolio
|
Q1 2025
Reduced 45.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
462,356
shares
|
$34.2 Million
0.01% of portfolio
|
Q1 2025
Added 316.84%
|