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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
59,795
shares
|
$4.23 Million
0.17% of portfolio
|
Q4 2024
Added 36.93%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
59,766
shares
|
$4.22 Million
1.39% of portfolio
|
Q4 2024
Added 77.49%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
59,761
shares
|
$4.22 Million
1.83% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
59,757
shares
|
$4.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
59,654
shares
|
$4.22 Million
2.26% of portfolio
|
Q4 2024
Added 41.36%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
59,635
shares
|
$4.22 Million
2.68% of portfolio
|
Q4 2024
Added 39.73%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
59,196
shares
|
$4.18 Million
0.53% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
58,935
shares
|
$4.17 Million
1.45% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
58,744
shares
|
$4.15 Million
2.27% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
58,242
shares
|
$4.12 Million
1.31% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
56,445
shares
|
$3.99 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
56,429
shares
|
$3.99 Million
2.69% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
55,881
shares
|
$3.95 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
55,708
shares
|
$3.94 Million
0.12% of portfolio
|
Q4 2024
Added 27.86%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
55,002
shares
|
$3.89 Million
2.4% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,221
shares
|
$3.83 Million
0.05% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
54,221
shares
|
$3.83 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
54,050
shares
|
$3.82 Million
0.1% of portfolio
|
Q3 2024
Added 48.65%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
53,702
shares
|
$3.8 Million
2.05% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
52,837
shares
|
$3.73 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
52,224
shares
|
$3.69 Million
1.3% of portfolio
|
Q4 2024
Reduced 40.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
52,091
shares
|
$3.68 Million
0.09% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
51,988
shares
|
$3.67 Million
0.24% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
51,450
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
51,027
shares
|
$3.61 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.04%
|