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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
472,487
shares
|
$33.5 Million
0.12% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
465,467
shares
|
$33 Million
2.65% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
464,004
shares
|
$32.9 Million
11.08% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
456,286
shares
|
$32.3 Million
6.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
453,330
shares
|
$32.1 Million
1.2% of portfolio
|
Q2 2024
Added 15.71%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
453,169
shares
|
$32.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
451,777
shares
|
$32 Million
14.45% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
451,292
shares
|
$32 Million
8.73% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
449,041
shares
|
$31.8 Million
6.37% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
440,048
shares
|
$31.2 Million
11.96% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
439,852
shares
|
$31.1 Million
3.43% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
439,529
shares
|
$31.1 Million
26.78% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
433,891
shares
|
$30.7 Million
6.88% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
433,695
shares
|
$30.7 Million
0.34% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
428,128
shares
|
$30.3 Million
4.3% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 23, 2025 Q4 2024 |
426,722
shares
|
$30.2 Million
16.32% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
417,048
shares
|
$29.5 Million
2.42% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
409,300
shares
|
$29 Million
5.88% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
408,871
shares
|
$28.9 Million
26.98% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
406,000
shares
|
$28.7 Million
4.53% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
400,747
shares
|
$28.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
399,689
shares
|
$28.3 Million
1.78% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
399,262
shares
|
$28.3 Million
3.11% of portfolio
|
Q4 2024
Added 31.09%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
398,372
shares
|
$28.2 Million
5.32% of portfolio
|
Q3 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
398,058
shares
|
$28.2 Million
15.57% of portfolio
|
Q4 2024
Added 3.8%
|