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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
420,060
shares
|
$28.5 Million
3.84% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
409,300
shares
|
$27.7 Million
5.88% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
408,871
shares
|
$27.7 Million
26.98% of portfolio
|
Q4 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
408,285
shares
|
$27.7 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
406,000
shares
|
$27.5 Million
4.53% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
402,848
shares
|
$27.3 Million
0.06% of portfolio
|
Q4 2024
Added 11321.83%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
399,689
shares
|
$27.1 Million
1.78% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
399,262
shares
|
$27.1 Million
3.11% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
399,132
shares
|
$27 Million
23.46% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
398,058
shares
|
$27 Million
15.57% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
395,602
shares
|
$26.8 Million
15.23% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
394,194
shares
|
$26.7 Million
8.18% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
392,493
shares
|
$26.6 Million
12.23% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
389,450
shares
|
$26.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
380,027
shares
|
$25.7 Million
0.77% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
379,800
shares
|
$25.7 Million
0.5% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
370,357
shares
|
$25.1 Million
19.37% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
370,321
shares
|
$25.1 Million
1.33% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
368,481
shares
|
$25 Million
1.79% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
364,664
shares
|
$24.7 Million
9.54% of portfolio
|
Q4 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
361,067
shares
|
$24.5 Million
11.55% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
359,871
shares
|
$24.4 Million
9.73% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
356,858
shares
|
$24.2 Million
6.78% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
353,271
shares
|
$23.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
350,894
shares
|
$23.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.44%
|