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 1,270 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $38.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
81,164
shares
|
$5.82 Million
0.4% of portfolio
|
Q4 2024
Added 60.64%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
80,603
shares
|
$5.78 Million
2.87% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
79,950
shares
|
$5.73 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
|
$5.73 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
79,474
shares
|
$5.7 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
79,373
shares
|
$5.69 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
79,344
shares
|
$5.69 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
77,823
shares
|
$5.58 Million
2.74% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
76,133
shares
|
$5.46 Million
4.7% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
75,610
shares
|
$5.42 Million
0.24% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
75,040
shares
|
$5.38 Million
0.28% of portfolio
|
Q4 2024
Reduced 44.82%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
74,254
shares
|
$5.33 Million
0.25% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
74,249
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2024
Added 64.42%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
73,410
shares
|
$5.27 Million
1.97% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
73,388
shares
|
$5.26 Million
1.01% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
73,285
shares
|
$5.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
73,146
shares
|
$5.25 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
73,093
shares
|
$5.24 Million
0.64% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
72,959
shares
|
$5.23 Million
1.95% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
72,416
shares
|
$5.19 Million
1.11% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
71,887
shares
|
$5.16 Million
3.92% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
71,805
shares
|
$5.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
70,380
shares
|
$5.05 Million
1.66% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
69,106
shares
|
$4.96 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
68,715
shares
|
$4.93 Million
0.37% of portfolio
|
Q4 2024
Added 0.3%
|