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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
302,193
shares
|
$21.4 Million
4.39% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
301,100
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
300,418
shares
|
$21.3 Million
4.48% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
298,308
shares
|
$21.1 Million
0.74% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
298,141
shares
|
$21.1 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
296,223
shares
|
$21 Million
10.22% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
295,715
shares
|
$20.9 Million
0.6% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
290,157
shares
|
$20.5 Million
7.18% of portfolio
|
Q4 2024
Reduced 24.63%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
285,750
shares
|
$20.2 Million
4.11% of portfolio
|
Q4 2024
Added 7520.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
285,382
shares
|
$20.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
285,232
shares
|
$20.2 Million
9.36% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
281,469
shares
|
$19.9 Million
1.82% of portfolio
|
Q4 2023
Reduced 9.18%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
281,120
shares
|
$19.9 Million
6.12% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
280,334
shares
|
$19.8 Million
5.4% of portfolio
|
Q4 2024
Added 585.68%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
280,258
shares
|
$19.8 Million
10.42% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
279,255
shares
|
$19.8 Million
12.54% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
274,558
shares
|
$19.4 Million
5.79% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
274,197
shares
|
$19.4 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
272,187
shares
|
$19.3 Million
16.6% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
271,220
shares
|
$19.2 Million
1.89% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
269,785
shares
|
$19.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
269,525
shares
|
$19.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
268,443
shares
|
$19 Million
12.94% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
267,164
shares
|
$18.9 Million
4.97% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
265,093
shares
|
$18.8 Million
4.17% of portfolio
|
Q3 2023
New holding
|