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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
392,531
shares
|
$29 Million
3.59% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
391,256
shares
|
$28.9 Million
10.23% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
387,640
shares
|
$28.7 Million
18.38% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
383,476
shares
|
$28.4 Million
0.71% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
382,555
shares
|
$28.3 Million
3.51% of portfolio
|
Q1 2025
Added 906.46%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
382,317
shares
|
$28.3 Million
4.63% of portfolio
|
Q2 2025
Reduced 42.48%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
374,951
shares
|
$27.7 Million
12.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
374,819
shares
|
$27.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
371,949
shares
|
$27.5 Million
2.89% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
369,156
shares
|
$27.3 Million
9.26% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
368,773
shares
|
$27.3 Million
3.85% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
367,976
shares
|
$27.2 Million
0.53% of portfolio
|
Q2 2025
Added 431.11%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
366,552
shares
|
$27.1 Million
2.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
365,254
shares
|
$27 Million
0.05% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
362,514
shares
|
$26.8 Million
6.48% of portfolio
|
Q1 2025
Added 40.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
356,623
shares
|
$26.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
353,686
shares
|
$26.2 Million
7.12% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
344,866
shares
|
$25.5 Million
4.7% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
343,515
shares
|
$25.4 Million
0.99% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
341,859
shares
|
$25.3 Million
14.03% of portfolio
|
Q2 2025
Reduced 29.42%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
340,497
shares
|
$25.2 Million
3.57% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
338,397
shares
|
$25 Million
5.3% of portfolio
|
Q1 2025
Added 176.57%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
336,947
shares
|
$24.9 Million
16.48% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
335,000
shares
|
$24.8 Million
0.01% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
332,692
shares
|
$24.6 Million
23.33% of portfolio
|
Q2 2025
Reduced 3.86%
|