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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
27,737
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2024
Added 72.93%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
27,633
shares
|
$1.93 Million
0.47% of portfolio
|
Q3 2024
Added 34.99%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
27,596
shares
|
$1.93 Million
1.33% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
27,235
shares
|
$1.91 Million
1.6% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
27,112
shares
|
$1.9 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
26,956
shares
|
$1.89 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
26,764
shares
|
$1.87 Million
0.14% of portfolio
|
Q3 2024
Added 70.75%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
26,751
shares
|
$1.87 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
26,739
shares
|
$1.87 Million
2.32% of portfolio
|
Q4 2022
Reduced 21.21%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
26,410
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2024
Added 35.99%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
25,973
shares
|
$1.82 Million
0.28% of portfolio
|
Q3 2024
Added 399.29%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
25,854
shares
|
$1.81 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
25,596
shares
|
$1.79 Million
1.07% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
25,587
shares
|
$1.79 Million
1.11% of portfolio
|
Q3 2024
Added 74.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,411
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
25,306
shares
|
$1.77 Million
0.61% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
25,034
shares
|
$1.75 Million
1.04% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
24,911
shares
|
$1.74 Million
0.96% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
24,826
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
24,779
shares
|
$1.73 Million
1.33% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,733
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2022
Added 420.26%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
24,314
shares
|
$1.7 Million
0.55% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
24,303
shares
|
$1.7 Million
2.33% of portfolio
|
Q3 2024
Added 29.36%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
24,248
shares
|
$1.7 Million
3.5% of portfolio
|
Q2 2023
Reduced 33.34%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
24,246
shares
|
$1.7 Million
0.89% of portfolio
|
Q3 2024
Reduced 7.26%
|