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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,418,548
shares
|
$112 Million
8.68% of portfolio
|
Q3 2025
Added 2848.98%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,366,766
shares
|
$108 Million
4.04% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,333,607
shares
|
$105 Million
10.74% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 10, 2025 Q3 2025 |
1,300,000
shares
|
$103 Million
4.52% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,279,239
shares
|
$101 Million
0.05% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,265,622
shares
|
$100 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,237,558
shares
|
$97.8 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,235,494
shares
|
$97.7 Million
1.77% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,221,119
shares
|
$96.5 Million
7.4% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,219,845
shares
|
$96.4 Million
0.47% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,186,674
shares
|
$93.8 Million
1.21% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
1,178,666
shares
|
$93.2 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,152,879
shares
|
$91.1 Million
0.89% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Revere Asset Management, Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,147,458
shares
|
$90.7 Million
33.92% of portfolio
|
Q3 2025
New holding
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
1,128,194
shares
|
$89.2 Million
29.69% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
1,112,666
shares
|
$88 Million
7.37% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,094,890
shares
|
$86.6 Million
12.55% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2025 Q3 2025 |
1,090,000
shares
|
$86.2 Million
9.48% of portfolio
|
Q3 2025
Reduced 48.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
1,081,980
shares
|
$85.5 Million
1.95% of portfolio
|
Q3 2022
Reduced 8.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,070,504
shares
|
$84.6 Million
0.14% of portfolio
|
Q3 2025
Added 377.13%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,039,233
shares
|
$82.2 Million
3.24% of portfolio
|
Q3 2025
Added 36.15%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
1,032,684
shares
|
$81.6 Million
42.4% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
1,025,811
shares
|
$81.1 Million
47.11% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
998,778
shares
|
$79 Million
8.87% of portfolio
|
Q3 2025
Reduced 21.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
975,108
shares
|
$77.1 Million
0.95% of portfolio
|
Q3 2025
Added 2.62%
|
|