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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
541,304
shares
|
$42.8 Million
0.64% of portfolio
|
Q3 2025
Added 47.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
541,077
shares
|
$42.8 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
535,348
shares
|
$42.3 Million
0.33% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
525,935
shares
|
$41.6 Million
13.45% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
523,669
shares
|
$41.4 Million
7.17% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
517,140
shares
|
$40.9 Million
14.83% of portfolio
|
Q3 2025
Added 29.28%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
516,657
shares
|
$40.8 Million
3.34% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
499,212
shares
|
$39.5 Million
11.32% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
493,727
shares
|
$39 Million
2.66% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 20, 2025 Q3 2025 |
491,750
shares
|
$38.9 Million
6.35% of portfolio
|
Q3 2025
Added 72.09%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
482,326
shares
|
$38.1 Million
12.87% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
480,981
shares
|
$38 Million
15.24% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
478,003
shares
|
$37.8 Million
0.68% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
477,509
shares
|
$37.7 Million
17.5% of portfolio
|
Q2 2023
Reduced 5.69%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
476,944
shares
|
$37.7 Million
3.69% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
474,578
shares
|
$37.5 Million
6.71% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
474,182
shares
|
$37.5 Million
8.9% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
473,057
shares
|
$37.4 Million
16.4% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
468,763
shares
|
$37.1 Million
14.7% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
466,124
shares
|
$36.8 Million
20.48% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
461,042
shares
|
$36.4 Million
11.15% of portfolio
|
Q3 2025
Added 25.08%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
456,286
shares
|
$36.1 Million
6.55% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
449,157
shares
|
$35.5 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
448,435
shares
|
$35.4 Million
2.2% of portfolio
|
Q3 2025
Added 156.1%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
444,895
shares
|
$35.2 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.92%
|
|