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 1,324 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
90,194
shares
|
$5.9 Million
2.68% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
88,670
shares
|
$5.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
88,305
shares
|
$5.77 Million
3.71% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
88,047
shares
|
$5.76 Million
14.97% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
87,880
shares
|
$5.74 Million
0.68% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
87,578
shares
|
$5.72 Million
0.26% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
87,535
shares
|
$5.72 Million
3.32% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
87,223
shares
|
$5.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
85,925
shares
|
$5.62 Million
0.26% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
85,617
shares
|
$5.6 Million
0.46% of portfolio
|
Q4 2024
Added 67.52%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
84,505
shares
|
$5.52 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
82,050
shares
|
$5.36 Million
1.57% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
81,750
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
81,735
shares
|
$5.34 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
81,440
shares
|
$5.32 Million
4.95% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
81,164
shares
|
$5.31 Million
0.4% of portfolio
|
Q4 2024
Added 60.64%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
80,603
shares
|
$5.27 Million
2.87% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
80,249
shares
|
$5.25 Million
4.08% of portfolio
|
Q4 2024
Added 27288.74%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
79,950
shares
|
$5.23 Million
1.02% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
79,934
shares
|
$5.23 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
79,627
shares
|
$5.21 Million
0.33% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
79,474
shares
|
$5.2 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
79,373
shares
|
$5.19 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
79,344
shares
|
$5.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
79,135
shares
|
$5.17 Million
0.34% of portfolio
|
Q1 2025
Reduced 23.28%
|