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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
278,487
shares
|
$22 Million
5.19% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
275,876
shares
|
$21.8 Million
14.7% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
275,420
shares
|
$21.8 Million
6.05% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
273,770
shares
|
$21.6 Million
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
272,043
shares
|
$21.5 Million
2.88% of portfolio
|
Q3 2025
Added 33.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
272,031
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2025
Added 136.71%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
268,053
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2025
Added 52.56%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
266,453
shares
|
$21.1 Million
3.36% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
265,093
shares
|
$21 Million
4.17% of portfolio
|
Q3 2023
New holding
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
264,424
shares
|
$20.9 Million
15.68% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
257,636
shares
|
$20.4 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
256,725
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2025
Added 20.36%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
253,706
shares
|
$20.1 Million
14.96% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
252,792
shares
|
$20 Million
7.26% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
251,969
shares
|
$19.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
246,735
shares
|
$19.5 Million
1.81% of portfolio
|
Q3 2025
Added 46.99%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
245,362
shares
|
$19.4 Million
5.39% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
241,518
shares
|
$19.1 Million
2.19% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
241,191
shares
|
$19.1 Million
3.6% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
240,651
shares
|
$19 Million
2.37% of portfolio
|
Q3 2024
Added 20.2%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
239,747
shares
|
$19 Million
28.67% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
239,623
shares
|
$18.9 Million
0.53% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
239,311
shares
|
$18.9 Million
3.31% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
238,049
shares
|
$18.8 Million
7.29% of portfolio
|
Q3 2025
Reduced 22.39%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
237,883
shares
|
$18.8 Million
2.42% of portfolio
|
Q3 2024
Reduced 1.48%
|
|