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 1,561 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $64.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,553,688
shares
|
$202 Million
2.19% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,475,110
shares
|
$196 Million
0.28% of portfolio
|
Q3 2025
Reduced 20.07%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,300,034
shares
|
$182 Million
31.85% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,284,596
shares
|
$181 Million
4.22% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,167,098
shares
|
$171 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,157,454
shares
|
$171 Million
0.03% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,136,786
shares
|
$169 Million
0.22% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,125,087
shares
|
$168 Million
9.34% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,078,730
shares
|
$164 Million
6.03% of portfolio
|
Q3 2025
Added 27.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,069,030
shares
|
$164 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
2,058,656
shares
|
$163 Million
7.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,862,729
shares
|
$147 Million
20.57% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
1,759,947
shares
|
$139 Million
7.93% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,748,006
shares
|
$138 Million
12.91% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,689,291
shares
|
$134 Million
2.96% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
1,672,735
shares
|
$132 Million
4.65% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
1,658,222
shares
|
$131 Million
22.68% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,649,753
shares
|
$130 Million
7.92% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,631,490
shares
|
$129 Million
0.02% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,605,031
shares
|
$127 Million
7.29% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,568,850
shares
|
$124 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,555,133
shares
|
$123 Million
10.21% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,467,784
shares
|
$116 Million
8.13% of portfolio
|
Q4 2023
Added 0.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,442,622
shares
|
$114 Million
0.84% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,439,300
shares
|
$114 Million
0.15% of portfolio
|
Q3 2025
Added 3.06%
|
|