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

SPDR Portfolio S&P 500 ETF logo
$78.97 +0.81 (+1.04%)
Closing price 10/20/2025 04:10 PM Eastern
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$78.91 -0.06 (-0.08%)
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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)
1098
Total
Institutional Inflows
(last 12 months)
$17.94B
Number of
Institutional Sellers
(last 12 months)
694
Total
Institutional Outflows
(last 12 months)
$4.52B
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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
10/20/2025Northwest Capital Management Inc1,948$153K0.2%-75.2%0.000%
10/20/2025Quest 10 Wealth Builders Inc.17,559$1.38M1.3%-3.2%0.002%
10/20/2025Ocean Park Asset Management LLC2,058,656$161.28M6.6%N/A0.177%
10/20/2025Shira Ridge Wealth Management6,051$474K0.2%+8.2%0.001%
10/20/2025Accurate Wealth Management LLC12,971$1.01M0.1%+16.3%0.001%
10/20/2025Miracle Mile Advisors LLC2,796,205$219.06M3.3%+46,364.0%0.240%
10/20/2025Chemistry Wealth Management LLC12,369$969K0.2%+19.3%0.001%
10/20/2025Stonebridge Financial Group LLC20,652$1.62M0.1%+56.1%0.002%
10/20/2025Chris Bulman Inc9,946$779K0.4%+21.5%0.001%
10/20/2025Merit Financial Group LLC444,895$34.85M0.3%-1.9%0.038%
10/20/2025OMNI 360 Wealth Inc.174,080$13.64M7.6%+2.1%0.015%
10/20/2025Access Financial Services Inc.24,941$1.95M0.7%+2.3%0.002%
10/20/2025Meridian Financial Advisors LLC63,611$4.98M2.8%+6.5%0.005%
10/20/2025Sax Wealth Advisors LLC16,515$1.29M0.1%-1.0%0.001%
10/20/2025Forefront Wealth Partners LLC339,972$26.63M6.7%+141.7%0.029%
10/20/2025Ascent Group LLC1,366,766$107.07M3.8%+1.8%0.117%
10/20/2025Bricktown Capital LLC491,750$38.52M6.3%+72.1%0.042%
10/20/2025Montz Harcus Wealth Management LLC437,356$34.26M15.0%+4.2%0.038%
10/20/2025Laurel Wealth Planning LLC13,694$1.07M0.6%-24.6%0.001%
10/20/2025Segment Wealth Management LLC296,311$23.21M1.4%+1,097.3%0.025%
10/20/2025LVW Advisors LLC294,981$23.11M2.4%N/A0.025%
10/20/2025Wells Financial Advisors INC13,015$1.02M1.4%-9.8%0.001%
10/20/2025Continuum Advisory LLC88,138$6.91M0.7%-31.6%0.008%
10/20/2025LifeWealth Investments LLC66,319$5.20M1.5%-6.0%0.006%
10/20/2025Cobblestone Asset Management LLC118,569$9.29M4.2%+438.8%0.010%
10/20/2025Pure Financial Advisors LLC6,946$544K0.0%-3.6%0.001%
10/17/2025Austin Private Wealth LLC1,112,666$87.17M6.6%-1.8%0.097%
10/17/2025Range Financial Group LLC91,517$7.17M2.6%-1.7%0.008%
10/17/2025FFG Retirement Advisors LLC97,948$7.67M4.8%-34.7%0.009%
10/17/2025HM Payson & Co.700,160$54.85M0.8%-9.2%0.061%
10/17/20251900 Wealth Management LLC5,648,641$442.52M30.0%+6.2%0.491%
10/17/2025Annex Advisory Services LLC42,001$3.29M0.1%+23.9%0.004%
10/17/2025Encompass More Asset Management94,413$7.40M1.4%N/A0.008%
10/17/2025Mattson Financial Services LLC182,977$14.33M3.4%+27.7%0.016%
10/17/2025Trademark Financial Management LLC52,029$4.08M2.4%+8.4%0.005%
10/17/2025Kavar Capital Partners Group LLC29,326$2.30M0.3%+0.7%0.003%
10/17/2025Three Seasons Wealth LLC6,882$539K0.1%N/A0.001%
10/17/2025Optivise Advisory Services LLC3,965$311K0.2%+18.0%0.000%
10/17/2025Archford Capital Strategies LLC279,493$21.90M2.6%+31.0%0.024%
10/17/2025Worth Asset Management LLC130,812$10.25M4.6%+28.5%0.011%
10/17/2025Cahaba Wealth Management Inc.714,392$55.97M4.1%+0.5%0.062%
10/17/2025Client 1ST Advisory Group LLC525,935$41.20M13.6%+5.0%0.046%
10/17/2025Sowell Financial Services LLC178,835$14.01M0.5%+2.4%0.016%
10/17/2025MKT Advisors LLC139,597$10.98M4.1%+31.1%0.012%
10/17/2025Mayflower Financial Advisors LLC319,979$25.07M2.4%+3.8%0.028%
10/17/2025BankPlus Trust Department25,008$1.96M0.5%-20.2%0.002%
10/17/2025NovaPoint Capital LLC192,670$15.09M3.7%+5.3%0.017%
10/17/2025Apella Capital LLC40,486$3.15M0.1%-2.1%0.004%
10/17/2025Shaker Investments LLC OH24,459$1.92M0.8%+12.2%0.002%
10/17/2025Apollon Wealth Management LLC89,345$7.00M0.1%+144.1%0.008%
10/17/2025Apollon Financial LLC129,165$10.12M1.7%-3.9%0.011%
10/16/2025 Vestment Financial LLC57,351$4.52M2.6%+7.7%0.005%
10/16/2025 Lincoln Capital Corp152,182$11.92M4.3%+34.5%0.013%
10/16/2025 Wealth Management Resources Inc.102,326$8.02M2.6%+6.0%0.009%
10/16/2025 Hengehold Capital Management LLC14,425$1.13M0.1%N/A0.001%
10/16/2025 Carnegie Investment Counsel397,974$31.18M0.6%+6.5%0.035%
10/16/2025 Provident Wealth Management LLC6,753$529K0.2%+4.5%0.001%
10/16/2025 Howard Capital Management Group LLC4,396$344K0.0%-17.9%0.000%
10/16/2025 Darwin Wealth Management LLC1,573$123K0.0%+20.2%0.000%
10/16/2025 Beacon Capital Management Inc.390,693$30.61M1.5%N/A0.034%
10/16/2025 HBW Advisory Services LLC10,276$805K0.1%-3.0%0.001%
10/16/2025 Tower View Wealth Management LLC111,498$8.74M4.5%+4.8%0.010%
10/16/2025 Orange Investment Advisors Inc.41,103$3.22M0.3%+9.1%0.004%
10/16/2025 HBK Sorce Advisory LLC75,139$5.88M0.1%-1.3%0.007%
10/16/2025 Syntegra Private Wealth Group LLC70,884$5.55M0.5%+0.5%0.006%
10/16/2025 Precision Wealth Strategies LLC7,912$620K0.2%-15.7%0.001%
10/16/2025 Sheets Smith Wealth Management180,981$14.18M1.6%-1.2%0.016%
10/16/2025 Horst & Graben Wealth Management LLC411,365$32.23M4.9%-0.7%0.036%
10/16/2025 Rainier Family Wealth Inc.155,901$12.21M10.9%+3.0%0.014%
10/16/2025 Donald L. Hagan LLC84,113$6.59M3.2%-6.2%0.007%
10/15/2025 TrueWealth Advisors LLC26,173$2.05M0.6%+1.2%0.002%
10/15/2025 CWM LLC9,958,969$780.19M2.3%+0.2%0.865%
10/15/2025 Marathon Mission Inc.65,872$5.16M3.1%-3.0%0.006%
10/15/2025 SFM LLC12,444$975K0.6%-2.0%0.001%
10/15/2025 Independent Wealth Network Inc.149,292$11.70M3.8%+3.1%0.013%
10/15/2025 Vestia Personal Wealth Advisors82,151$6.44M3.5%+1,397.2%0.007%
10/15/2025 Fiduciary Planning LLC12,047$944K0.3%-3.2%0.001%
10/15/2025 World Investment Advisors1,237,558$96.95M2.0%-1.6%0.107%
10/15/2025 Brookstone Capital Management628,701$49.25M0.6%-7.5%0.055%
10/15/2025 Private Trust Co. NA31,864$2.50M0.2%-9.9%0.003%
10/15/2025 Southland Equity Partners LLC6,425$503K0.1%+62.2%0.001%
10/15/2025 Global X Japan Co. Ltd.9,560$749K0.1%+3.2%0.001%
10/15/2025 CogentBlue Wealth Advisors LLC2,796$219K0.1%-11.2%0.000%
10/15/2025 Vontobel Holding Ltd.3,261$255K0.0%+8.7%0.000%
10/15/2025 Cushing Capital Partners LLC63,023$4.94M3.9%+0.5%0.006%
10/15/2025 Cypress Wealth Services LLC321,343$25.17M4.1%+8.9%0.028%
10/15/2025 Strong Tower Advisory Services47,072$3.69M0.7%+2.5%0.004%
10/15/2025 Ayalon Insurance Comp Ltd.15,660$1.23M0.3%N/A0.001%
10/15/2025 DAVENPORT & Co LLC138,875$10.88M0.1%+16.1%0.012%
10/15/2025 Summit Financial Consulting LLC13,855$1.09M0.9%+16.3%0.001%
10/15/2025 Revisor Wealth Management LLC4,319$341K0.1%+13.1%0.000%
10/15/2025 MJT & Associates Financial Advisory Group Inc.10,497$822K0.7%-29.4%0.001%
10/14/2025 Apeiron RIA LLC144,171$11.26M2.5%-14.0%0.013%
10/14/2025 Key Client Fiduciary Advisors LLC30,231$2.37M0.8%+1.4%0.003%
10/14/2025 High Probability Advisors LLC48,288$3.78M0.5%-10.4%0.004%
10/14/2025 HWG Holdings LP44,741$3.51M0.9%-6.0%0.004%
10/14/2025 Highline Wealth Partners LLC633$50K0.0%-36.0%0.000%
10/14/2025 Voisard Asset Management Group Inc.15,530$1.22M0.3%-39.1%0.001%
10/14/2025 Fourpath Capital Management LLC5,133$402K0.1%-9.9%0.000%
10/14/2025 Westwind Capital148,862$11.66M2.4%+5.0%0.013%
(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, 1,429 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 1,311 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. ($11.59M), 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 259,660,389 shares in the last 24 months. This purchase volume represents approximately $17.94B in transactions.

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

Of the 694 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. ($4.96M), 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 65,027,615 shares in the last 24 months. This volume of shares sold represents approximately $4.52B in transactions.


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This page (NYSEARCA:SPLG) was last updated on 10/21/2025 by MarketBeat.com Staff
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