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 1,255 institutions that hold shares in the stock, with a total of 526 Million shares, which have been reported (via 13F filing form) to have a value of $37.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
130,174
shares
|
$9.24 Million
1.96% of portfolio
|
Q3 2024
Added 62.44%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
130,049
shares
|
$9.23 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
|
$9.23 Million
2.44% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
129,586
shares
|
$9.2 Million
1.12% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
128,877
shares
|
$9.15 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
|
$9.1 Million
3.51% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
127,828
shares
|
$9.07 Million
0.31% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
127,571
shares
|
$9.05 Million
3.78% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
127,293
shares
|
$9.04 Million
4.57% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
127,217
shares
|
$9.03 Million
4.44% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,411
shares
|
$8.97 Million
4.13% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
125,604
shares
|
$8.92 Million
0.37% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
125,382
shares
|
$8.9 Million
0.77% of portfolio
|
Q4 2024
Reduced 87.31%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
124,565
shares
|
$8.84 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
123,398
shares
|
$8.76 Million
6.66% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
123,285
shares
|
$8.75 Million
0.87% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
122,031
shares
|
$8.66 Million
0.83% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
121,620
shares
|
$8.63 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
119,924
shares
|
$8.51 Million
0.45% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
119,630
shares
|
$8.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
119,577
shares
|
$8.49 Million
2.14% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
119,054
shares
|
$8.45 Million
1.61% of portfolio
|
Q1 2023
Reduced 5.93%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
118,628
shares
|
$8.42 Million
1.25% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
116,374
shares
|
$8.26 Million
1.74% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
115,339
shares
|
$8.19 Million
2.94% of portfolio
|
Q4 2024
Reduced 1.84%
|