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 1,299 institutions that hold shares in the stock, with a total of 551 Million shares, which have been reported (via 13F filing form) to have a value of $36.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
258,458
shares
|
$17 Million
2.79% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
252,972
shares
|
$16.6 Million
2.74% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
250,729
shares
|
$16.5 Million
7.43% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
246,715
shares
|
$16.2 Million
1.14% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
246,427
shares
|
$16.2 Million
0.48% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
245,742
shares
|
$16.2 Million
14.94% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
240,651
shares
|
$15.8 Million
2.37% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
237,883
shares
|
$15.6 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
236,734
shares
|
$15.6 Million
4.67% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
232,996
shares
|
$15.3 Million
6.35% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
232,688
shares
|
$15.3 Million
1.94% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
225,870
shares
|
$14.9 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
223,663
shares
|
$14.7 Million
11.25% of portfolio
|
Q2 2023
Added 20.13%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
220,905
shares
|
$14.5 Million
12.77% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
220,092
shares
|
$14.5 Million
12.37% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
217,848
shares
|
$14.3 Million
0.54% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
216,602
shares
|
$14.2 Million
1.29% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
215,800
shares
|
$14.2 Million
2.37% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
214,574
shares
|
$14.1 Million
0.79% of portfolio
|
Q4 2020
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
213,697
shares
|
$14.1 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
212,936
shares
|
$14 Million
7.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
212,323
shares
|
$14 Million
5.12% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
212,316
shares
|
$14 Million
15.95% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
212,295
shares
|
$14 Million
0.69% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
211,072
shares
|
$13.9 Million
6.82% of portfolio
|
Q4 2024
Added 20.97%
|