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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
8,710
shares
|
$624,768
0.07% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
8,708
shares
|
$624,624
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,696
shares
|
$623,764
0.14% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
8,616
shares
|
$618,025
0.01% of portfolio
|
Q4 2024
Added 45.79%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
8,599
shares
|
$616,806
0.18% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,595
shares
|
$616,519
0.3% of portfolio
|
Q3 2022
Reduced 2.61%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,579
shares
|
$615,371
0.01% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
8,508
shares
|
$610,278
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
8,491
shares
|
$609,059
0.24% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
8,387
shares
|
$601,599
0.0% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
8,376
shares
|
$600,810
0.14% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
8,267
shares
|
$592,991
0.05% of portfolio
|
Q4 2024
Added 121.22%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,265
shares
|
$592,848
0.7% of portfolio
|
Q4 2024
Reduced 41.04%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
8,200
shares
|
$588,186
0.42% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
8,184
shares
|
$587,038
0.16% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,128
shares
|
$583,021
0.0% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
8,125
shares
|
$582,806
0.28% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
8,005
shares
|
$574,198
0.08% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
8,000
shares
|
$573,840
0.07% of portfolio
|
Q4 2019
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,977
shares
|
$572,190
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7,906
shares
|
$567,097
0.22% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,789
shares
|
$558,704
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
7,787
shares
|
$558,561
0.26% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
7,744
shares
|
$555,477
0.37% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
7,646
shares
|
$548,447
0.1% of portfolio
|
Q3 2024
Added 0.16%
|