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SPDR Portfolio S&P 500 ETF (SPLG) Institutional Ownership

SPDR Portfolio S&P 500 ETF logo
$77.75 +0.40 (+0.52%)
Closing price 09/15/2025 04:10 PM Eastern
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$77.90 +0.15 (+0.19%)
As of 07:15 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Number of
Institutional Buyers
(last 12 months)
1082
Total
Institutional Inflows
(last 12 months)
$17.62B
Number of
Institutional Sellers
(last 12 months)
677
Total
Institutional Outflows
(last 12 months)
$4.56B
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SPLG Institutional Buying and Selling by Quarter

SPDR Portfolio S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025 NWF Advisory Services Inc.4,404$320K0.0%+8.3%0.000%
9/4/2025 Osaic Holdings Inc.8,477,966$609.74M1.1%+5.5%0.799%
9/3/2025 Q3 Asset Management36,798$2.67M0.9%-0.9%0.003%
9/2/2025 FSC Wealth Advisors LLC5,249$382K0.2%+2,008.0%0.000%
8/29/2025 Evolution Wealth Management Inc.14,257$1.04M1.3%N/A0.001%
8/29/2025 Centaurus Financial Inc.134,831$9.80M0.6%+31.4%0.013%
8/28/2025 Lavaca Capital LLC5,345$389K0.1%-26.8%0.001%
8/27/2025 Cypress Capital Advisors LLC2,860$208K0.1%-19.8%0.000%
8/27/2025 Barnes Wealth Management Group Inc25,847$1.88M1.1%+13.2%0.002%
8/27/2025 Orion Porfolio Solutions LLC349,460$25.40M0.2%+27.6%0.033%
8/27/2025 Squarepoint Ops LLC11,794$857K0.0%N/A0.001%
8/26/2025 Thrivent Financial for Lutherans7,492$545K0.0%-98.8%0.001%
8/25/2025 Silverlake Wealth Management LLC21,468$1.56M0.5%+507.5%0.002%
8/25/2025 Fulcrum Equity Management13,111$953K1.0%-39.8%0.001%
8/22/2025 TT Capital Management LLC5,022$338K0.1%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.11,450$832K0.4%+21.2%0.001%
8/20/2025 Tull Financial Group Inc.656,054$47.69M21.7%+8.6%0.062%
8/20/2025 Forefront Wealth Partners LLC140,642$9.71M6.5%-14.8%0.013%
8/20/2025 Coppell Advisory Solutions LLC171,674$12.42M1.5%+20.9%0.016%
8/19/2025 B. Riley Wealth Advisors Inc.8,406$611K0.0%N/A0.001%
8/19/2025 Cape Investment Advisory Inc.28,097$2.04M0.7%-15.4%0.003%
8/19/2025 Advisory Services Network LLC172,286$12.81M0.2%-3.2%0.016%
8/19/2025 Anchor Investment Management LLC17,034$1.24M0.1%+31.1%0.002%
8/18/2025 N.E.W. Advisory Services LLC908,809$66.06M6.4%-14.3%0.086%
8/18/2025 Geneos Wealth Management Inc.535,746$38.94M1.0%+63.9%0.050%
8/18/2025 Hollencrest Capital Management153,563$11.16M0.5%-1.5%0.014%
8/18/2025 Kestra Investment Management LLC6,439$468K0.0%+41.0%0.001%
8/18/2025 Goodman Advisory Group LLC411,202$29.89M10.2%+147,814.4%0.039%
8/16/2025 Evergreen Capital Management LLC101,343$7.37M0.2%-23.8%0.010%
8/16/2025 Headlands Technologies LLC6,010$437K0.1%-77.1%0.001%
8/15/2025 Strategic Investment Advisors MI5,467$397K0.0%+18.9%0.001%
8/15/2025 High Falls Advisors Inc5,063$368K0.1%+18.0%0.000%
8/15/2025 Nikulski Financial Inc.14,197$1.03M0.3%-1.5%0.001%
8/15/2025 Tower Research Capital LLC TRC 28,201$2.05M0.1%-38.1%0.003%
8/15/2025 First Heartland Consultants Inc.570,503$41.47M3.7%+14.0%0.054%
8/15/2025 Global View Capital Management LLC606,321$44.07M14.1%+37.6%0.057%
8/15/2025 North Ridge Wealth Advisors Inc.870$63K0.0%N/A0.000%
8/15/2025 Asset Allocation Strategies LLC118,967$8.65M1.7%+185.6%0.011%
8/15/2025 Semmax Financial Advisors Inc.28,065$2.10M0.5%-36.3%0.003%
8/15/2025 Brown Financial Advisors199,417$14.50M5.7%+1.5%0.019%
8/15/2025 Rakuten Securities Inc.365$27K0.0%-68.8%0.000%
8/15/2025 Corient Private Wealth LLC501,612$36.46M0.0%+184.5%0.047%
8/15/2025 Puff Wealth Management LLC6,242$454K0.2%N/A0.001%
8/15/2025 Equitable Holdings Inc.474,264$34.47M0.3%+4.0%0.045%
8/15/2025 FSB Premier Wealth Management Inc.138,171$10.04M3.6%-0.3%0.013%
8/15/2025 Captrust Financial Advisors175,705$12.77M0.0%+23.0%0.017%
8/15/2025 Keel Point LLC307,809$22.38M1.5%-0.2%0.029%
8/15/2025 Truefg LLC67,294$4.89M1.5%+2.4%0.006%
8/15/2025 Manhattan West Asset Management LLC94,338$6.86M1.6%-0.3%0.009%
8/15/2025 Smartleaf Asset Management LLC43,804$3.17M0.3%+71.5%0.004%
8/15/2025 Snowden Capital Advisors LLC758,839$55.16M1.6%+0.2%0.071%
8/15/2025 Redwood Financial Network Corp26,109$1.90M1.3%-0.6%0.002%
8/15/2025 Redwood Investment Management LLC53,820$3.91M0.4%-49.9%0.005%
8/15/2025 Riggs Asset Managment Co. Inc.1,809$131K0.0%+3,748.9%0.000%
8/15/2025 Orion Porfolio Solutions LLC5,560$404K0.0%-98.0%0.001%
8/15/2025 MML Investors Services LLC2,131,460$154.94M0.4%+35.6%0.201%
8/15/2025 Monograph Wealth Advisors LLC3,746$272K0.0%N/A0.000%
8/15/2025 Modern Wealth Management LLC376,949$27.40M0.7%+1,002.4%0.036%
8/15/2025 IHT Wealth Management LLC636,649$46.28M1.3%+36.1%0.060%
8/15/2025 Great Valley Advisor Group Inc.1,587,263$115.38M2.6%+22.7%0.150%
8/15/2025 Gallagher Fiduciary Advisors LLC4,742$345K0.0%N/A0.000%
8/15/2025 EP Wealth Advisors LLC34,181$2.49M0.0%+145.6%0.003%
8/15/2025 Benjamin Edwards Inc.187,330$13.62M0.2%+13.3%0.018%
8/15/2025 BNP Paribas Financial Markets23,350$1.70M0.0%-69.0%0.002%
8/15/2025 Boothbay Fund Management LLC8,500$618K0.0%N/A0.001%
8/15/2025 Blue Capital Inc.92,007$6.69M4.7%N/A0.009%
8/15/2025 Bank of America Corp DE59,401,970$4.32B0.3%+88.5%5.596%
8/15/2025 AQR Capital Management LLC175,699$12.77M0.0%+54.8%0.017%
8/15/2025 Ameriprise Financial Inc.4,671,668$339.57M0.1%+1.6%0.440%
8/14/2025 Connecticut Wealth Management LLC29,554$2.15M0.1%-3.4%0.003%
8/14/2025 Gould Capital LLC2,412$175K0.1%N/A0.000%
8/14/2025 MGB Wealth Management LLC8,065$586K0.2%+2.3%0.001%
8/14/2025 Welch Capital Partners LLC NY268,485$19.52M4.3%-20.7%0.025%
8/14/2025 Ausdal Financial Partners Inc.295,047$21.45M1.4%-1.2%0.028%
8/14/2025 NCM Capital Management LLC6,651$503K0.2%N/A0.001%
8/14/2025 Raymond James Financial Inc.4,137,001$300.72M0.1%+12.8%0.390%
8/14/2025 Darwin Wealth Management LLC1,309$95K0.0%N/A0.000%
8/14/2025 Transamerica Financial Advisors LLC124,144$9.02M0.8%+1.2%0.012%
8/14/2025 Keystone Financial Services LLC175,002$12.72M9.7%+3.3%0.016%
8/14/2025 Quantinno Capital Management LP26,275$1.91M0.0%+108.3%0.002%
8/14/2025 Diversify Advisory Services LLC13,547$1.02M0.0%+222.1%0.001%
8/14/2025 Napa Wealth Management49,171$3.57M1.7%-2.4%0.005%
8/14/2025 Tennessee Valley Asset Management Partners1,966,408$142.94M36.3%+2.6%0.185%
8/14/2025 Vivaldi Capital Management LP261,762$19.03M2.9%-0.7%0.025%
8/14/2025 HUB Investment Partners LLC336,170$24.44M0.8%+8.6%0.032%
8/14/2025 The Manufacturers Life Insurance Company 2,871,323$208.72M0.2%-35.0%0.271%
8/14/2025 Squarepoint Ops LLC11,794$857K0.0%N/A0.001%
8/14/2025 Sand Hill Global Advisors LLC1,704,384$123.89M4.6%-0.3%0.161%
8/14/2025 Sei Investments Co.5,030$366K0.0%+19.8%0.000%
8/14/2025 Frisch Financial Group Inc.4,650$338K0.1%-11.3%0.000%
8/14/2025 Dearborn Partners LLC43,732$3.18M0.2%+18.1%0.004%
8/14/2025 NewEdge Advisors LLC2,307,503$167.73M0.9%+15.9%0.217%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC141,190$10.26M10.0%+2.0%0.013%
8/14/2025 Aldebaran Financial Inc.44,960$3.27M3.6%+2.0%0.004%
8/14/2025 Qube Research & Technologies Ltd11,038$802K0.0%-67.4%0.001%
8/14/2025 State Street Corp1,614,508$117.36M0.0%+2.1%0.152%
8/14/2025 Sentinus LLC5,256$382K0.1%+28.8%0.000%
8/14/2025 Acorn Wealth Advisors LLC19,141$1.39M0.5%N/A0.002%
8/14/2025 Gerber Kawasaki Wealth & Investment Management80,391$5.84M0.2%-3.7%0.008%
8/14/2025 Transce3nd LLC104,122$7.60M3.2%+2.7%0.010%
(Data available from 1/1/2016 forward)

SPLG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPLG shares?

During the previous two years, 1,412 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.32B), LPL Financial LLC ($2.76B), Creative Planning ($2.26B), Jones Financial Companies Lllp ($2.03B), USS Investment Management Ltd ($1.39B), Envestnet Asset Management Inc. ($1.15B), and Allianz Asset Management GmbH ($844.77M).Learn more on SPDR Portfolio S&P 500 ETF's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 ETF's stock?

Of the 1,294 institutional investors that purchased SPDR Portfolio S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($46.22M), Bank of America Corp DE ($27.89M), USS Investment Management Ltd ($21.20M), Advance Capital Management Inc. ($12.68M), LPL Financial LLC ($10.97M), Envestnet Asset Management Inc. ($9.97M), and Sumitomo Life Insurance Co. ($9.05M).

How much institutional buying is happening at SPDR Portfolio S&P 500 ETF?

Institutional investors have bought a total of 256,485,290 shares in the last 24 months. This purchase volume represents approximately $17.62B in transactions.

Which of SPDR Portfolio S&P 500 ETF's major shareholders have been selling company stock?

Of the 677 institutional investors that sold SPDR Portfolio S&P 500 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($5.67M), Advance Capital Management Inc. ($5.54M), JPMorgan Chase & Co. ($3.29M), Independent Advisor Alliance ($2.95M), Advocacy Wealth Management Services LLC ($1.95M), The Manufacturers Life Insurance Company ($1.75M), and Allianz Asset Management GmbH ($1.49M).

How much institutional selling is happening at SPDR Portfolio S&P 500 ETF?

Institutional investors have sold a total of 65,800,504 shares in the last 24 months. This volume of shares sold represents approximately $4.56B in transactions.


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This page (NYSEARCA:SPLG) was last updated on 9/16/2025 by MarketBeat.com Staff
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