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 1,203 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,605,020
shares
|
$255 Million
7.12% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,531,095
shares
|
$250 Million
9.72% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
3,470,187
shares
|
$246 Million
14.21% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,445,278
shares
|
$244 Million
0.67% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,205,369
shares
|
$227 Million
6.22% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,688,106
shares
|
$190 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,561,811
shares
|
$181 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,462,694
shares
|
$174 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,388,059
shares
|
$169 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,373,705
shares
|
$168 Million
0.36% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,366,964
shares
|
$168 Million
33.87% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,340,449
shares
|
$166 Million
4.74% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,224,545
shares
|
$157 Million
0.22% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,094,276
shares
|
$148 Million
0.13% of portfolio
|
Q3 2024
Added 534.75%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,888,722
shares
|
$134 Million
21.91% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,843,551
shares
|
$131 Million
11.93% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
1,806,414
shares
|
$128 Million
7.94% of portfolio
|
Q4 2024
Added 126.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,736,502
shares
|
$123 Million
0.78% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
1,671,694
shares
|
$118 Million
30.05% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
1,654,420
shares
|
$117 Million
4.71% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,639,393
shares
|
$116 Million
0.38% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,550,256
shares
|
$110 Million
0.02% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Taiyo Life Insurance CO
|
Nov 05, 2024 Q3 2024 |
1,545,500
shares
|
$109 Million
8.27% of portfolio
|
Q2 2024
Reduced 20.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,533,212
shares
|
$109 Million
1.32% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,522,186
shares
|
$108 Million
6.52% of portfolio
|
Q3 2024
Added 4.22%
|