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 |
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
860,342
shares
|
$55.7 Million
11.25% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
858,021
shares
|
$55.5 Million
8.93% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
852,655
shares
|
$55.2 Million
0.69% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
852,437
shares
|
$55.2 Million
1.97% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
835,452
shares
|
$54.1 Million
0.47% of portfolio
|
Q4 2024
Reduced 19.45%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
834,875
shares
|
$54 Million
6.08% of portfolio
|
Q1 2025
Added 37.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
834,078
shares
|
$54 Million
1.06% of portfolio
|
Q4 2024
Reduced 89.87%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
813,233
shares
|
$52.6 Million
33.35% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
813,057
shares
|
$52.6 Million
2.43% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
807,452
shares
|
$52.3 Million
28.44% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
802,689
shares
|
$52 Million
1.25% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
798,881
shares
|
$51.7 Million
10.16% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
791,709
shares
|
$51.3 Million
9.08% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
788,245
shares
|
$51 Million
19.72% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
758,971
shares
|
$49.1 Million
1.61% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
754,502
shares
|
$48.8 Million
1.67% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
750,285
shares
|
$48.6 Million
8.6% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
744,213
shares
|
$48.2 Million
23.87% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
742,388
shares
|
$48.1 Million
8.22% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
742,383
shares
|
$48.1 Million
1.63% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
725,565
shares
|
$47 Million
8.72% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
721,181
shares
|
$46.7 Million
2.32% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
720,483
shares
|
$46.6 Million
22.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
715,568
shares
|
$46.3 Million
0.83% of portfolio
|
Q4 2024
Reduced 21.36%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
713,740
shares
|
$46.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|