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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
114,900
shares
|
$8.16 Million
2.99% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
112,567
shares
|
$7.99 Million
4.98% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
112,333
shares
|
$7.97 Million
1.68% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
112,225
shares
|
$7.97 Million
5.05% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
111,809
shares
|
$7.94 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
111,155
shares
|
$7.89 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
108,413
shares
|
$7.7 Million
0.22% of portfolio
|
Q1 2023
Reduced 1.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
107,010
shares
|
$7.6 Million
1.11% of portfolio
|
Q4 2024
Added 1266.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
106,835
shares
|
$7.58 Million
0.73% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
106,654
shares
|
$7.57 Million
0.48% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
106,556
shares
|
$7.56 Million
1.35% of portfolio
|
Q4 2024
Added 53.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
105,838
shares
|
$7.51 Million
0.02% of portfolio
|
Q3 2024
Added 128.81%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
105,742
shares
|
$7.51 Million
8.74% of portfolio
|
Q3 2023
Reduced 8.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
104,507
shares
|
$7.42 Million
0.43% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
104,072
shares
|
$7.39 Million
1.48% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
104,047
shares
|
$7.39 Million
4.1% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
103,868
shares
|
$7.37 Million
0.02% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
103,474
shares
|
$7.34 Million
7.52% of portfolio
|
Q3 2022
Added 1.87%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
103,472
shares
|
$7.34 Million
3.22% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
103,150
shares
|
$7.32 Million
0.49% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
102,907
shares
|
$7.3 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
102,034
shares
|
$7.24 Million
4.71% of portfolio
|
Q4 2024
Added 37.06%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
101,830
shares
|
$7.23 Million
0.61% of portfolio
|
Q3 2024
Reduced 11.98%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
101,029
shares
|
$7.17 Million
3.48% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
100,802
shares
|
$7.15 Million
2.81% of portfolio
|
Q4 2024
Added 12.98%
|