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 1,149 institutions that hold shares in the stock, with a total of 478 Million shares, which have been reported (via 13F filing form) to have a value of $33.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
144,727
shares
|
$10.3 Million
0.36% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
143,624
shares
|
$10.2 Million
0.78% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
142,897
shares
|
$10.1 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
142,866
shares
|
$10.1 Million
7.5% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
142,308
shares
|
$10.1 Million
1.71% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
141,743
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
141,428
shares
|
$10 Million
1.88% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
139,028
shares
|
$9.86 Million
0.48% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
137,955
shares
|
$9.79 Million
1.29% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
137,285
shares
|
$9.74 Million
5.78% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136,132
shares
|
$9.66 Million
1.15% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
136,002
shares
|
$9.65 Million
0.44% of portfolio
|
Q3 2024
Added 21.92%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
135,890
shares
|
$9.64 Million
2.2% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
133,006
shares
|
$9.44 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
132,747
shares
|
$9.42 Million
0.86% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
132,016
shares
|
$9.37 Million
0.57% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
131,641
shares
|
$9.34 Million
0.71% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
130,174
shares
|
$9.23 Million
1.96% of portfolio
|
Q3 2024
Added 62.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
129,986
shares
|
$9.22 Million
2.44% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
129,586
shares
|
$9.19 Million
1.12% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
125,604
shares
|
$8.91 Million
0.37% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Dec 12, 2024 Q3 2024 |
124,580
shares
|
$8.84 Million
3.09% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
124,565
shares
|
$8.84 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
124,408
shares
|
$8.83 Million
4.09% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
123,708
shares
|
$8.78 Million
0.06% of portfolio
|
Q3 2024
Added 9.1%
|