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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
32,736
shares
|
$2.18 Million
0.74% of portfolio
|
Q4 2024
Added 418.55%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
32,625
shares
|
$2.18 Million
0.44% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
32,544
shares
|
$2.17 Million
1.38% of portfolio
|
Q4 2024
Added 27.19%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
32,528
shares
|
$2.17 Million
0.65% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
32,349
shares
|
$2.16 Million
2.22% of portfolio
|
Q4 2024
Added 189.22%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
32,339
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
31,840
shares
|
$2.12 Million
2.05% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
31,317
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2022
Added 114.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
31,123
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
30,801
shares
|
$2.05 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
30,771
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
30,623
shares
|
$2.04 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
30,585
shares
|
$2.04 Million
0.54% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
30,505
shares
|
$2.03 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
30,208
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,096
shares
|
$2.01 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
30,000
shares
|
$2 Million
0.99% of portfolio
|
Q3 2024
Added 85.19%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
29,869
shares
|
$1.99 Million
1.16% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
29,797
shares
|
$1.99 Million
0.21% of portfolio
|
Q4 2024
Added 71.13%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
29,652
shares
|
$1.98 Million
2.42% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
29,516
shares
|
$1.97 Million
2.25% of portfolio
|
Q4 2022
Reduced 78.15%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
29,309
shares
|
$1.95 Million
0.16% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
29,042
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
28,990
shares
|
$1.93 Million
0.66% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
28,935
shares
|
$1.93 Million
0.34% of portfolio
|
Q4 2024
Added 0.78%
|