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 1,151 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 $33.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
392
shares
|
$26,773
0.01% of portfolio
|
Q3 2024
Reduced 91.23%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
376
shares
|
$25,680
0.02% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
372
shares
|
$25,407
0.0% of portfolio
|
Q3 2024
Added 41.98%
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
357
shares
|
$24,383
0.01% of portfolio
|
Q3 2024
Reduced 78.02%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
327
shares
|
$22,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
293
shares
|
$20,011
0.01% of portfolio
|
Q3 2024
Added 60.99%
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
290
shares
|
$19,807
0.0% of portfolio
|
Q1 2024
Added 11.54%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
277
shares
|
$18,919
0.01% of portfolio
|
Q3 2024
Reduced 40.94%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
266
shares
|
$18,167
0.0% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
265
shares
|
$18,099
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
260
shares
|
$17,758
0.04% of portfolio
|
Q2 2022
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
256
shares
|
$17,484
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
250
shares
|
$17,075
0.01% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
242
shares
|
$16,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
211
shares
|
$14,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
210
shares
|
$14,343
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
190
shares
|
$12,977
0.0% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
172
shares
|
$11,747
0.0% of portfolio
|
Q3 2024
Reduced 95.98%
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
160
shares
|
$10,928
0.01% of portfolio
|
Q1 2023
New holding
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
148
shares
|
$10,108
0.01% of portfolio
|
Q3 2024
New holding
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
145
shares
|
$9,903
0.0% of portfolio
|
Q2 2024
New holding
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
143
shares
|
$9,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
141
shares
|
$9,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
141
shares
|
$9,630
0.01% of portfolio
|
Q3 2024
New holding
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
139
shares
|
$9,493
0.0% of portfolio
|
Q2 2024
New holding
|