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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
79,123
shares
|
$5.17 Million
0.18% of portfolio
|
Q1 2025
Reduced 47.01%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
77,823
shares
|
$5.09 Million
2.74% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
74,344
shares
|
$4.86 Million
1.49% of portfolio
|
Q4 2024
Added 19.74%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
74,254
shares
|
$4.85 Million
0.25% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
73,410
shares
|
$4.8 Million
1.97% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
73,388
shares
|
$4.8 Million
1.01% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
73,285
shares
|
$4.79 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
73,146
shares
|
$4.78 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
73,093
shares
|
$4.78 Million
0.64% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
72,959
shares
|
$4.77 Million
1.95% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
72,416
shares
|
$4.73 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
71,887
shares
|
$4.7 Million
3.92% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
71,805
shares
|
$4.69 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
71,381
shares
|
$4.67 Million
2.06% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
70,700
shares
|
$4.62 Million
2.36% of portfolio
|
Q1 2025
Added 438.79%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
70,380
shares
|
$4.6 Million
1.66% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
69,284
shares
|
$4.53 Million
0.12% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
69,106
shares
|
$4.52 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
68,715
shares
|
$4.49 Million
0.37% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
68,699
shares
|
$4.49 Million
0.77% of portfolio
|
Q2 2023
Added 45.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
68,605
shares
|
$4.48 Million
0.0% of portfolio
|
Q4 2024
Added 69.52%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
68,423
shares
|
$4.47 Million
1.14% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
67,392
shares
|
$4.41 Million
1.3% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
66,965
shares
|
$4.38 Million
1.88% of portfolio
|
Q4 2024
Added 37.41%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
66,872
shares
|
$4.37 Million
2.48% of portfolio
|
Q4 2024
New holding
|