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 |
|---|---|---|---|---|---|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
443,473
shares
|
$35.1 Million
26.09% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
442,147
shares
|
$35 Million
12.08% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
437,356
shares
|
$34.6 Million
15.17% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
434,407
shares
|
$34.3 Million
10.61% of portfolio
|
Q2 2025
Added 76.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
431,379
shares
|
$34.1 Million
0.31% of portfolio
|
Q3 2025
Added 942.31%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
430,955
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
430,160
shares
|
$34 Million
2.95% of portfolio
|
Q3 2025
Added 29.61%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
425,367
shares
|
$33.6 Million
2.54% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
415,745
shares
|
$32.9 Million
6.06% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
411,365
shares
|
$32.5 Million
5.62% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
411,098
shares
|
$32.5 Million
1.37% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
409,484
shares
|
$32.4 Million
5.24% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
407,151
shares
|
$32.2 Million
8.28% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
403,677
shares
|
$31.9 Million
4.88% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
399,228
shares
|
$31.6 Million
0.02% of portfolio
|
Q3 2025
Added 51.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
397,974
shares
|
$31.5 Million
0.62% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
395,949
shares
|
$31.3 Million
24.92% of portfolio
|
Q2 2025
Reduced 51.31%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
390,693
shares
|
$30.9 Million
1.59% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
383,625
shares
|
$30.3 Million
0.05% of portfolio
|
Q3 2025
Added 12.74%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
381,217
shares
|
$30.1 Million
4.78% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
378,370
shares
|
$29.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
376,643
shares
|
$29.8 Million
15.39% of portfolio
|
Q3 2025
Added 91.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
370,757
shares
|
$29.3 Million
0.0% of portfolio
|
Q3 2025
Added 176.18%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
363,171
shares
|
$28.7 Million
4.9% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
361,186
shares
|
$28.6 Million
3.62% of portfolio
|
Q2 2025
Reduced 5.59%
|
|