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 $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
69,828
shares
|
$4.95 Million
0.92% of portfolio
|
Q3 2024
Added 99.41%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
69,384
shares
|
$4.92 Million
0.88% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
68,699
shares
|
$4.87 Million
0.77% of portfolio
|
Q2 2023
Added 45.07%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
68,510
shares
|
$4.86 Million
0.36% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
68,236
shares
|
$4.84 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
67,833
shares
|
$4.81 Million
0.51% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
67,717
shares
|
$4.8 Million
0.67% of portfolio
|
Q3 2024
Added 39.21%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
67,116
shares
|
$4.76 Million
2.12% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
66,817
shares
|
$4.74 Million
0.69% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
66,632
shares
|
$4.73 Million
2.34% of portfolio
|
Q3 2024
Added 106.62%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
66,095
shares
|
$4.69 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
64,341
shares
|
$4.56 Million
1.51% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
63,895
shares
|
$4.53 Million
0.27% of portfolio
|
Q3 2024
Added 399.96%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
62,950
shares
|
$4.47 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
62,605
shares
|
$4.44 Million
0.66% of portfolio
|
Q3 2024
Added 57.68%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
61,935
shares
|
$4.39 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
60,460
shares
|
$4.29 Million
1.37% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
60,303
shares
|
$4.28 Million
1.63% of portfolio
|
Q3 2024
Added 115.2%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
60,119
shares
|
$4.26 Million
0.56% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
59,757
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
58,744
shares
|
$4.17 Million
2.27% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
58,643
shares
|
$4.16 Million
0.15% of portfolio
|
Q3 2024
Added 50.8%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
58,141
shares
|
$4.12 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
56,627
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Added 1120.67%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
56,497
shares
|
$4.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|