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 |
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
702,763
shares
|
$45.5 Million
14.44% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
690,604
shares
|
$44.7 Million
1.45% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
690,557
shares
|
$44.7 Million
7.74% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
680,994
shares
|
$44.1 Million
11.99% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
678,771
shares
|
$43.9 Million
3.63% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
677,783
shares
|
$43.9 Million
26.82% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
639,868
shares
|
$41.4 Million
2.1% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
629,451
shares
|
$40.8 Million
0.09% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
621,668
shares
|
$40.2 Million
4.41% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
621,512
shares
|
$40.2 Million
19.75% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
609,470
shares
|
$39.5 Million
2.74% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
601,977
shares
|
$39 Million
4.36% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
597,078
shares
|
$38.7 Million
23.86% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
592,277
shares
|
$38.3 Million
0.27% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
581,586
shares
|
$37.7 Million
3.33% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
580,968
shares
|
$37.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
579,665
shares
|
$37.5 Million
5.49% of portfolio
|
Q1 2025
Added 3559.27%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
575,589
shares
|
$37.3 Million
2.11% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
575,280
shares
|
$37.2 Million
4.16% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
555,775
shares
|
$36 Million
19.64% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
552,033
shares
|
$35.7 Million
8.38% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
548,371
shares
|
$35.5 Million
2.5% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
538,060
shares
|
$34.8 Million
3.46% of portfolio
|
Q1 2025
Added 34.76%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
536,261
shares
|
$34.7 Million
6.71% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
531,359
shares
|
$34.4 Million
0.05% of portfolio
|
Q4 2024
Added 3.67%
|