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 |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
25,520
shares
|
$1.7 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
25,433
shares
|
$1.7 Million
1.05% of portfolio
|
Q4 2024
Added 34.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
25,411
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,096
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
25,054
shares
|
$1.67 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
25,032
shares
|
$1.67 Million
1.22% of portfolio
|
Q4 2024
Added 140.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
24,979
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
24,929
shares
|
$1.66 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
24,821
shares
|
$1.66 Million
0.61% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,733
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2022
Added 420.26%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
24,695
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
24,627
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 138.1%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
24,603
shares
|
$1.64 Million
1.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
24,392
shares
|
$1.63 Million
0.32% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
23,935
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
23,920
shares
|
$1.6 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
23,898
shares
|
$1.59 Million
0.12% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
23,883
shares
|
$1.59 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
23,745
shares
|
$1.58 Million
0.43% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
23,566
shares
|
$1.57 Million
0.45% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
23,533
shares
|
$1.57 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
23,465
shares
|
$1.57 Million
0.2% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
23,309
shares
|
$1.55 Million
0.61% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
23,199
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2023
Reduced 31.4%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
23,190
shares
|
$1.55 Million
0.36% of portfolio
|
Q4 2024
Reduced 48.07%
|