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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
93,183
shares
|
$6.61 Million
0.02% of portfolio
|
Q4 2024
Added 176.6%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
92,459
shares
|
$6.56 Million
0.77% of portfolio
|
Q4 2024
Added 365.39%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
91,112
shares
|
$6.47 Million
0.89% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
90,984
shares
|
$6.46 Million
3.13% of portfolio
|
Q3 2022
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
90,328
shares
|
$6.41 Million
0.24% of portfolio
|
Q4 2024
Added 91.38%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
90,194
shares
|
$6.4 Million
2.68% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
89,554
shares
|
$6.36 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
|
$6.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
88,305
shares
|
$6.27 Million
3.71% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
88,245
shares
|
$6.26 Million
0.58% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
88,012
shares
|
$6.25 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
87,880
shares
|
$6.24 Million
0.68% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
86,704
shares
|
$6.15 Million
5.91% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
85,925
shares
|
$6.1 Million
0.26% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
85,617
shares
|
$6.08 Million
0.46% of portfolio
|
Q4 2024
Added 67.52%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
84,858
shares
|
$6.02 Million
0.37% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
84,505
shares
|
$6 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
82,050
shares
|
$5.82 Million
1.57% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
82,039
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
81,746
shares
|
$5.8 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
81,735
shares
|
$5.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
81,164
shares
|
$5.76 Million
0.4% of portfolio
|
Q4 2024
Added 60.64%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
80,603
shares
|
$5.72 Million
2.87% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
79,950
shares
|
$5.67 Million
1.02% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
79,934
shares
|
$5.67 Million
3.5% of portfolio
|
Q4 2024
New holding
|