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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
44,858
shares
|
$3.22 Million
0.45% of portfolio
|
Q4 2024
Added 431.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
44,362
shares
|
$3.18 Million
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
44,121
shares
|
$3.16 Million
0.55% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
43,751
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
43,701
shares
|
$3.13 Million
1.73% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
43,669
shares
|
$3.13 Million
0.93% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
43,488
shares
|
$3.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
43,395
shares
|
$3.11 Million
0.35% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
43,037
shares
|
$3.09 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
42,602
shares
|
$3.06 Million
0.59% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
42,530
shares
|
$3.05 Million
0.89% of portfolio
|
Q4 2024
Added 102.78%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
42,334
shares
|
$3.04 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
42,228
shares
|
$3.03 Million
0.45% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
41,886
shares
|
$3 Million
0.22% of portfolio
|
Q4 2024
Added 199.31%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
41,633
shares
|
$2.99 Million
0.1% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
41,414
shares
|
$2.97 Million
1.22% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
41,387
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
41,314
shares
|
$2.96 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
41,267
shares
|
$2.96 Million
0.09% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
40,820
shares
|
$2.93 Million
1.3% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
40,712
shares
|
$2.92 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
40,159
shares
|
$2.88 Million
1.18% of portfolio
|
Q3 2022
Added 12.37%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
39,833
shares
|
$2.86 Million
0.29% of portfolio
|
Q4 2024
Added 125.4%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
39,020
shares
|
$2.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
39,000
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2024
New holding
|