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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
678
shares
|
$48,002
0.0% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
675
shares
|
$47,790
0.02% of portfolio
|
Q1 2023
Reduced 54.24%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
674
shares
|
$47,719
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
643
shares
|
$45,524
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
641
shares
|
$45,382
0.0% of portfolio
|
Q1 2024
Added 76.58%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
640
shares
|
$45,312
0.01% of portfolio
|
Q3 2024
Added 720.51%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
631
shares
|
$44,674
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
620
shares
|
$43,896
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
597
shares
|
$42,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
559
shares
|
$39,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
539
shares
|
$38,161
0.01% of portfolio
|
Q3 2023
Added 293.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
533
shares
|
$37,736
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
505
shares
|
$35,754
0.03% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
500
shares
|
$35,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
488
shares
|
$34,550
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
472
shares
|
$33,417
0.0% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
450
shares
|
$31,860
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
438
shares
|
$31,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
429
shares
|
$30,373
0.01% of portfolio
|
Q1 2023
Added 99.07%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
426
shares
|
$30,160
0.01% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
409
shares
|
$28,957
0.0% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
395
shares
|
$27,966
0.0% of portfolio
|
Q4 2021
Added 5.9%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
394
shares
|
$27,895
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
376
shares
|
$26,620
0.02% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
373
shares
|
$26,408
0.01% of portfolio
|
Q4 2024
New holding
|