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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
50,994
shares
|
$3.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
50,817
shares
|
$3.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
50,609
shares
|
$3.58 Million
1.11% of portfolio
|
Q3 2023
Reduced 25.9%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
50,524
shares
|
$3.57 Million
0.29% of portfolio
|
Q3 2024
Reduced 68.01%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
50,380
shares
|
$3.56 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
50,377
shares
|
$3.56 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
50,267
shares
|
$3.55 Million
1.99% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
50,109
shares
|
$3.54 Million
7.29% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
49,961
shares
|
$3.53 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
49,935
shares
|
$3.53 Million
1.14% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
49,906
shares
|
$3.53 Million
1.83% of portfolio
|
Q3 2024
Reduced 34.61%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
49,409
shares
|
$3.49 Million
0.67% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
49,369
shares
|
$3.49 Million
2.06% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
49,271
shares
|
$3.48 Million
1.4% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
48,733
shares
|
$3.44 Million
0.6% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
48,715
shares
|
$3.44 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
48,589
shares
|
$3.43 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
48,036
shares
|
$3.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
48,022
shares
|
$3.39 Million
0.07% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
47,596
shares
|
$3.36 Million
0.1% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
47,550
shares
|
$3.36 Million
0.97% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
46,769
shares
|
$3.31 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
46,687
shares
|
$3.3 Million
0.4% of portfolio
|
Q4 2024
Added 58.84%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
45,961
shares
|
$3.25 Million
0.28% of portfolio
|
Q4 2024
Added 184.46%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
45,744
shares
|
$3.23 Million
0.11% of portfolio
|
Q4 2024
Added 0.06%
|