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 1,561 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
775,753
shares
|
$61.3 Million
15.25% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
774,166
shares
|
$61.2 Million
23.74% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
766,928
shares
|
$60.6 Million
5.45% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
761,868
shares
|
$60.2 Million
23.23% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
760,050
shares
|
$60.1 Million
24.14% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
758,546
shares
|
$60 Million
1.61% of portfolio
|
Q3 2025
Added 19.15%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
754,841
shares
|
$59.7 Million
16.64% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
754,797
shares
|
$59.7 Million
2.49% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
751,659
shares
|
$59.4 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
747,746
shares
|
$59.1 Million
1.16% of portfolio
|
Q3 2025
Added 103.81%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
730,687
shares
|
$57.8 Million
27.59% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
730,347
shares
|
$57.7 Million
28.97% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
714,392
shares
|
$56.5 Million
4.63% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
700,160
shares
|
$55.3 Million
0.81% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
690,604
shares
|
$54.6 Million
1.45% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
689,248
shares
|
$54.5 Million
0.17% of portfolio
|
Q3 2025
Added 14184.93%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
681,693
shares
|
$53.9 Million
33.3% of portfolio
|
Q3 2025
Added 99.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
672,866
shares
|
$53.2 Million
1.13% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
672,771
shares
|
$53.2 Million
1.32% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
665,625
shares
|
$52.6 Million
0.1% of portfolio
|
Q3 2025
Added 8784.48%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
664,597
shares
|
$52.5 Million
27.37% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
663,683
shares
|
$52.5 Million
0.06% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
663,226
shares
|
$52.4 Million
8.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
641,950
shares
|
$50.7 Million
2.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
637,639
shares
|
$50.4 Million
4.02% of portfolio
|
Q3 2025
Added 7.54%
|
|