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 1,175 institutions that hold shares in the stock, with a total of 483 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
9,787
shares
|
$702,021
0.02% of portfolio
|
Q3 2024
Reduced 76.6%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
9,786
shares
|
$701,949
0.3% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
9,732
shares
|
$698,076
0.37% of portfolio
|
Q3 2024
Reduced 77.0%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
9,689
shares
|
$694,991
0.21% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
9,672
shares
|
$693,772
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
9,636
shares
|
$691,190
0.4% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
9,605
shares
|
$688,966
0.52% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
9,599
shares
|
$688,536
0.18% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
9,484
shares
|
$680,287
0.1% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
9,460
shares
|
$678,565
0.1% of portfolio
|
Q3 2024
Reduced 69.05%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
9,376
shares
|
$672,540
0.43% of portfolio
|
Q3 2024
Reduced 73.14%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
9,289
shares
|
$666,299
0.03% of portfolio
|
Q4 2024
Reduced 23.29%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
9,264
shares
|
$664,506
0.14% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
9,255
shares
|
$663,861
0.16% of portfolio
|
Q2 2022
Added 3.13%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
9,196
shares
|
$659,629
0.71% of portfolio
|
Q3 2024
Added 21.75%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
9,097
shares
|
$652,527
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,088
shares
|
$651,882
0.23% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,023
shares
|
$647,219
0.18% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,009
shares
|
$646,215
0.14% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
8,968
shares
|
$643,274
0.11% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
8,895
shares
|
$638,038
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,844
shares
|
$634,380
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
8,736
shares
|
$626,633
0.14% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
8,721
shares
|
$625,557
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
8,715
shares
|
$625,126
0.14% of portfolio
|
Q4 2024
Added 0.01%
|