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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,094
shares
|
$790,584
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
12,012
shares
|
$785,224
0.13% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
12,006
shares
|
$784,832
0.42% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
11,989
shares
|
$783,720
0.24% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
11,944
shares
|
$780,779
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
11,900
shares
|
$777,903
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,895
shares
|
$777,576
1.81% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,883
shares
|
$776,791
0.02% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
11,831
shares
|
$773,392
0.12% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
11,810
shares
|
$772,019
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
11,725
shares
|
$766,463
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
11,715
shares
|
$765,809
0.52% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
11,714
shares
|
$765,744
0.21% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
11,703
shares
|
$765,025
0.37% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
11,644
shares
|
$761,168
0.49% of portfolio
|
Q1 2025
Reduced 92.81%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
11,624
shares
|
$759,860
0.36% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
11,414
shares
|
$746,133
0.1% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
11,340
shares
|
$741,295
0.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
11,309
shares
|
$739,269
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
11,257
shares
|
$735,870
0.43% of portfolio
|
Q4 2024
Reduced 40.24%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
11,244
shares
|
$735,020
0.62% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
11,216
shares
|
$733,189
0.21% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
11,058
shares
|
$722,861
0.15% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,045
shares
|
$722,011
0.02% of portfolio
|
Q1 2025
Added 144.52%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
10,961
shares
|
$716,520
1.16% of portfolio
|
Q1 2025
Reduced 0.65%
|