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 1,325 institutions that hold shares in the stock, with a total of 554 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,916,846
shares
|
$124 Million
20.75% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,843,551
shares
|
$119 Million
11.93% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,729,956
shares
|
$112 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
1,663,681
shares
|
$108 Million
4.88% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,595,653
shares
|
$103 Million
1.24% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,584,244
shares
|
$103 Million
0.02% of portfolio
|
Q4 2024
Added 52.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,580,015
shares
|
$102 Million
0.38% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
1,576,445
shares
|
$102 Million
7.09% of portfolio
|
Q4 2024
Added 31.74%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,518,849
shares
|
$98.3 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1,501,603
shares
|
$97.2 Million
7.26% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,467,784
shares
|
$95 Million
8.13% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
1,415,118
shares
|
$91.6 Million
7.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,384,318
shares
|
$89.6 Million
0.24% of portfolio
|
Q1 2025
Added 41.81%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,364,601
shares
|
$88.3 Million
11.37% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,364,468
shares
|
$88.3 Million
10.0% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,333,607
shares
|
$86.3 Million
10.74% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,279,239
shares
|
$82.8 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,279,200
shares
|
$82.8 Million
17.0% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
1,272,184
shares
|
$82.4 Million
1.1% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
Taiyo Life Insurance CO
|
Feb 03, 2025 Q4 2024 |
1,235,500
shares
|
$80 Million
6.9% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,224,824
shares
|
$79.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,221,119
shares
|
$79.1 Million
7.4% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
1,219,301
shares
|
$78.9 Million
1.96% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,188,342
shares
|
$76.9 Million
0.02% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,153,271
shares
|
$74.7 Million
9.7% of portfolio
|
Q1 2025
Added 4.58%
|