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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
99,769
shares
|
$7.05 Million
0.24% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
97,759
shares
|
$6.91 Million
0.06% of portfolio
|
Q4 2024
Added 238.51%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
97,362
shares
|
$6.88 Million
3.04% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
96,574
shares
|
$6.83 Million
3.1% of portfolio
|
Q4 2024
Added 115.9%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
96,478
shares
|
$6.82 Million
3.85% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
96,292
shares
|
$6.81 Million
0.45% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
95,268
shares
|
$6.73 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
94,096
shares
|
$6.65 Million
1.63% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
93,772
shares
|
$6.63 Million
4.7% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
93,518
shares
|
$6.61 Million
0.91% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
93,434
shares
|
$6.6 Million
1.28% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
93,323
shares
|
$6.6 Million
0.78% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
91,112
shares
|
$6.44 Million
0.89% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
90,984
shares
|
$6.43 Million
3.13% of portfolio
|
Q3 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
90,328
shares
|
$6.38 Million
0.24% of portfolio
|
Q4 2024
Added 91.38%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
90,194
shares
|
$6.37 Million
2.68% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
89,554
shares
|
$6.33 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
89,508
shares
|
$6.33 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
88,573
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
88,305
shares
|
$6.24 Million
3.71% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
88,245
shares
|
$6.24 Million
0.58% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
88,012
shares
|
$6.22 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
87,880
shares
|
$6.21 Million
0.68% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
87,345
shares
|
$6.17 Million
0.51% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
86,704
shares
|
$6.13 Million
5.91% of portfolio
|
Q4 2024
Reduced 5.4%
|