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 |
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
428,128
shares
|
$27.7 Million
4.3% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
428,093
shares
|
$27.7 Million
6.86% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
426,722
shares
|
$27.6 Million
16.32% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
425,367
shares
|
$27.5 Million
2.54% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
423,309
shares
|
$27.4 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
420,060
shares
|
$27.2 Million
3.84% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
408,871
shares
|
$26.5 Million
26.98% of portfolio
|
Q4 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
408,285
shares
|
$26.4 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
406,000
shares
|
$26.3 Million
4.53% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
403,918
shares
|
$26.1 Million
14.68% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
402,848
shares
|
$26.1 Million
0.06% of portfolio
|
Q4 2024
Added 11321.83%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
397,011
shares
|
$25.7 Million
19.05% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
395,602
shares
|
$25.6 Million
15.23% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
394,194
shares
|
$25.5 Million
8.18% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
392,624
shares
|
$25.4 Million
10.42% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
391,256
shares
|
$25.3 Million
10.23% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
389,450
shares
|
$25.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 35.5%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
379,800
shares
|
$24.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
374,089
shares
|
$24.2 Million
21.34% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
370,321
shares
|
$24 Million
1.33% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
369,833
shares
|
$23.9 Million
12.03% of portfolio
|
Q1 2025
Added 24.85%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
368,481
shares
|
$23.9 Million
1.79% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
364,664
shares
|
$23.6 Million
9.54% of portfolio
|
Q4 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
361,067
shares
|
$23.4 Million
11.55% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
356,858
shares
|
$23.1 Million
6.78% of portfolio
|
Q4 2024
Reduced 1.6%
|