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 |
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
528,452
shares
|
$34.2 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
524,459
shares
|
$34 Million
1.69% of portfolio
|
Q4 2024
Reduced 41.15%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
523,627
shares
|
$33.9 Million
20.44% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
523,039
shares
|
$33.9 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
520,736
shares
|
$33.7 Million
11.28% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
511,027
shares
|
$33.1 Million
0.55% of portfolio
|
Q4 2024
Added 89.6%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
504,157
shares
|
$32.6 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
494,104
shares
|
$32 Million
0.12% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
491,155
shares
|
$31.8 Million
3.52% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Buttonwood Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
484,366
shares
|
$31.4 Million
18.42% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
481,233
shares
|
$31.2 Million
11.34% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
477,509
shares
|
$30.9 Million
17.5% of portfolio
|
Q2 2023
Reduced 5.69%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
475,046
shares
|
$30.8 Million
12.79% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
472,904
shares
|
$30.6 Million
2.63% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
471,354
shares
|
$30.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
469,636
shares
|
$30.4 Million
2.56% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
462,296
shares
|
$29.9 Million
14.23% of portfolio
|
Q1 2025
Added 186.81%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
461,509
shares
|
$29.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 27.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
456,286
shares
|
$29.5 Million
6.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
453,169
shares
|
$29.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
449,041
shares
|
$29.1 Million
6.37% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
445,895
shares
|
$28.9 Million
1.81% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
443,142
shares
|
$28.7 Million
0.83% of portfolio
|
Q1 2025
Added 16.61%
|
|
|
Daido Life Insurance CO
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
440,783
shares
|
$28.5 Million
3.73% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
433,695
shares
|
$28.1 Million
0.34% of portfolio
|
Q4 2024
Added 16.11%
|