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 1,302 institutions that hold shares in the stock, with a total of 553 Million shares, which have been reported (via 13F filing form) to have a value of $36.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
37,217
shares
|
$2.48 Million
2.18% of portfolio
|
Q4 2024
Reduced 44.15%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
37,098
shares
|
$2.47 Million
0.54% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
37,021
shares
|
$2.47 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
36,876
shares
|
$2.46 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
36,849
shares
|
$2.46 Million
0.98% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
36,683
shares
|
$2.45 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
36,533
shares
|
$2.44 Million
0.6% of portfolio
|
Q2 2024
Added 67.44%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
36,466
shares
|
$2.43 Million
0.06% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
36,312
shares
|
$2.42 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
36,040
shares
|
$2.4 Million
1.12% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
35,982
shares
|
$2.4 Million
1.24% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
35,473
shares
|
$2.37 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
35,444
shares
|
$2.36 Million
0.82% of portfolio
|
Q4 2024
Reduced 58.17%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
35,436
shares
|
$2.36 Million
0.55% of portfolio
|
Q4 2024
Reduced 49.25%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
35,410
shares
|
$2.36 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
35,179
shares
|
$2.35 Million
0.1% of portfolio
|
Q4 2024
Added 41.7%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
34,976
shares
|
$2.33 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
34,633
shares
|
$2.31 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
34,350
shares
|
$2.29 Million
1.39% of portfolio
|
Q4 2024
Added 853.37%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
34,335
shares
|
$2.29 Million
0.25% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
33,680
shares
|
$2.25 Million
0.45% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
33,522
shares
|
$2.24 Million
1.1% of portfolio
|
Q4 2024
Reduced 44.41%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
33,450
shares
|
$2.23 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
33,263
shares
|
$2.22 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
33,004
shares
|
$2.2 Million
1.85% of portfolio
|
Q4 2024
Reduced 38.82%
|