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 1,235 institutions that hold shares in the stock, with a total of 514 Million shares, which have been reported (via 13F filing form) to have a value of $36.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
142,308
shares
|
$10.1 Million
1.71% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
142,140
shares
|
$10 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
142,133
shares
|
$10 Million
8.47% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
141,919
shares
|
$10 Million
5.08% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
141,816
shares
|
$10 Million
4.17% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
141,743
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
141,428
shares
|
$10 Million
1.88% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
140,952
shares
|
$9.96 Million
3.29% of portfolio
|
Q4 2024
Added 3944.53%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
140,393
shares
|
$9.92 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
138,614
shares
|
$9.8 Million
1.36% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
137,134
shares
|
$9.69 Million
5.46% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
137,024
shares
|
$9.68 Million
7.47% of portfolio
|
Q4 2024
Added 44.35%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136,132
shares
|
$9.62 Million
1.15% of portfolio
|
Q2 2023
Added 0.34%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
135,757
shares
|
$9.6 Million
5.54% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
133,299
shares
|
$9.42 Million
7.06% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
132,928
shares
|
$9.4 Million
3.4% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
131,410
shares
|
$9.29 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
130,174
shares
|
$9.2 Million
1.96% of portfolio
|
Q3 2024
Added 62.44%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
130,049
shares
|
$9.19 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
129,986
shares
|
$9.19 Million
2.44% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
129,586
shares
|
$9.16 Million
1.12% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
128,877
shares
|
$9.11 Million
3.45% of portfolio
|
Q4 2024
Added 60.74%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
128,207
shares
|
$9.06 Million
3.51% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
127,828
shares
|
$9.03 Million
0.31% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
127,571
shares
|
$9.02 Million
3.78% of portfolio
|
Q4 2024
Added 4.08%
|