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 1,203 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
15,019
shares
|
$1.06 Million
0.23% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,996
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
14,881
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
14,726
shares
|
$1.04 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
14,697
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
14,518
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
14,446
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
14,388
shares
|
$1.02 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
14,295
shares
|
$1.01 Million
0.2% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
14,220
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2023
Added 4.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
14,122
shares
|
$999,837
0.01% of portfolio
|
Q3 2024
Added 119.83%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
14,030
shares
|
$993,324
0.64% of portfolio
|
Q3 2024
Reduced 49.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,018
shares
|
$992,474
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
13,678
shares
|
$968,402
0.16% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
13,673
shares
|
$968,048
0.63% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
13,648
shares
|
$966,278
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
13,494
shares
|
$955,375
0.05% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
13,341
shares
|
$944,542
0.42% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,332
shares
|
$943,905
0.37% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
13,186
shares
|
$933,568
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
13,148
shares
|
$930,878
0.46% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
13,122
shares
|
$929,037
0.46% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
12,945
shares
|
$916,506
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
12,816
shares
|
$907,372
0.46% of portfolio
|
Q3 2024
Added 89.36%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
12,787
shares
|
$905,319
0.01% of portfolio
|
Q4 2024
Added 6.47%
|