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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
18,837
shares
|
$1.32 Million
0.72% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,789
shares
|
$1.32 Million
0.63% of portfolio
|
Q3 2024
Added 39.73%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
18,724
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2024
Added 358.81%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
18,669
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
18,433
shares
|
$1.29 Million
0.54% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
18,372
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
18,323
shares
|
$1.28 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
18,271
shares
|
$1.28 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
18,146
shares
|
$1.27 Million
0.74% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2024 Q3 2024 |
18,094
shares
|
$1.27 Million
0.76% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
18,036
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 180.32%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
18,021
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
17,987
shares
|
$1.26 Million
0.26% of portfolio
|
Q3 2024
Added 28.32%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
17,962
shares
|
$1.26 Million
1.27% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
17,857
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
17,773
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
17,672
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
17,671
shares
|
$1.24 Million
0.44% of portfolio
|
Q2 2024
Reduced 21.74%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
17,560
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
17,499
shares
|
$1.22 Million
0.99% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
17,438
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2023
Added 10.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
17,412
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
16,917
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2024
Added 188.93%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
16,844
shares
|
$1.18 Million
0.88% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
16,484
shares
|
$1.15 Million
0.61% of portfolio
|
Q3 2024
Added 108.03%
|