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

SPDR Portfolio S&P 500 ETF logo
$73.84 -0.02 (-0.03%)
Closing price 07/18/2025 04:10 PM Eastern
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$73.86 +0.02 (+0.03%)
As of 07/18/2025 07:58 PM 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)
1019
Total
Institutional Inflows
(last 12 months)
$14.32B
Number of
Institutional Sellers
(last 12 months)
626
Total
Institutional Outflows
(last 12 months)
$3.42B
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SPLG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025CHURCHILL MANAGEMENT Corp3,030$220K0.0%-86.9%0.000%
7/18/2025Access Financial Services Inc.24,372$1.77M0.7%+1.7%0.002%
7/18/2025Vicus Capital48,103$3.50M0.3%+0.7%0.005%
7/18/2025Naples Global Advisors LLC118,328$8.60M0.7%+13.6%0.011%
7/18/2025Astor Investment Management LLC293,571$21.34M11.5%+12.1%0.028%
7/18/2025Consolidated Planning Corp6,079$442K0.1%+2.3%0.001%
7/18/2025Clarity Financial LLC45,860$3.33M0.4%-5.1%0.004%
7/18/2025B.O.S.S. Retirement Advisors LLC279,164$20.29M5.1%+0.8%0.027%
7/18/2025Client 1ST Advisory Group LLC500,817$36.40M13.2%+2.9%0.048%
7/18/2025Vigilare Wealth Management7,719$561K0.2%-97.6%0.001%
7/18/2025Trilogy Capital Inc.9,673$703K0.0%-5.6%0.001%
7/18/2025SMI Advisory Services LLC5,089$374K0.1%-8.6%0.000%
7/18/2025Magnolia Private Wealth LLC6,984$508K0.4%-9.1%0.001%
7/18/2025 MJT & Associates Financial Advisory Group Inc.14,861$1.08M1.3%-1.6%0.001%
7/18/2025Provident Wealth Management LLC6,465$470K0.2%+29.2%0.001%
7/18/2025Consolidated Portfolio Review Corp11,846$861K0.1%+14.6%0.001%
7/18/2025Arcadia Wealth Management LLC126,092$9.17M4.0%+1.1%0.012%
7/18/2025Cooper Financial Group21,001$1.53M0.2%-65.0%0.002%
7/18/2025Truist Financial Corp213,289$15.50M0.0%-8.2%0.020%
7/18/2025Broadway Wealth Solutions Inc.443,416$32.23M20.1%+11.7%0.042%
7/18/2025Donald L. Hagan LLC89,716$6.52M3.3%+2.5%0.009%
7/17/2025 One Wealth Advisors LLC543,482$39.51M5.5%-31.2%0.052%
7/17/2025 Trivium Point Advisory LLC7,193$523K0.1%-16.9%0.001%
7/17/2025 Spectrum Strategic Capital Management LLC87,352$6.35M3.2%+241.0%0.008%
7/17/2025 Emerald Advisors LLC11,346$825K0.1%-5.6%0.001%
7/17/2025 Bluesphere Advisors LLC17,336$1.26M0.6%-4.2%0.002%
7/17/2025 Park Place Capital Corp144,192$10.48M2.4%-3.1%0.014%
7/17/2025 Capital Investment Advisors LLC8,683$631K0.0%-26.9%0.001%
7/17/2025 Leverty Financial Group LLC10,986$799K0.2%-84.5%0.001%
7/17/2025 Presper Financial Architects LLC7,707$560K0.4%N/A0.001%
7/17/2025 Raleigh Capital Management Inc.7,822$569K0.2%+2.7%0.001%
7/17/2025 LexAurum Advisors LLC40,950$2.98M0.5%+20.7%0.004%
7/17/2025 HB Wealth Management LLC4,880$355K0.0%+16.4%0.000%
7/17/2025 Claris Advisors LLC MO2,896$211K0.1%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC149,079$10.84M0.0%-3.9%0.014%
7/17/2025 Venture Visionary Partners LLC171,818$12.49M0.5%+15.8%0.016%
7/17/2025 Elser Financial Planning Inc3,646$267K0.0%N/A0.000%
7/17/2025 Fifth Third Securities Inc.315,755$22.95M1.7%+16.3%0.030%
7/17/2025 Archford Capital Strategies LLC213,332$15.51M2.0%+13.1%0.020%
7/17/2025 ERn Financial LLC70,534$5.13M1.1%+5.1%0.007%
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7/17/2025 Olympus Wealth Management LLC434,407$31.58M10.6%+76.9%0.042%
7/17/2025 Jackson Grant Investment Advisers Inc.73,514$5.34M2.0%+0.8%0.007%
7/17/2025 Vermillion Wealth Management Inc.859$62K0.0%N/A0.000%
7/17/2025 New Perspectives Inc773,541$56.23M27.8%-4.2%0.074%
7/17/2025 Global Trust Asset Management LLC3,262$237K0.1%+75.7%0.000%
7/17/2025 Beacon Capital Management LLC1,590$116K0.0%-13.2%0.000%
7/17/2025 Stone Summit Wealth LLC23,255$1.69M0.5%-5.1%0.002%
7/17/2025 Guyasuta Investment Advisors Inc.5,308$386K0.0%+6.7%0.001%
7/17/2025 Worth Financial Advisory Group LLC35,758$2.60M1.6%-0.6%0.003%
7/17/2025 Avior Wealth Management LLC13,918$1.01M0.0%-3.3%0.001%
7/17/2025 KWB Wealth1,278,232$92.92M10.6%-6.3%0.123%
7/17/2025 Tempus Wealth Planning LLC53,332$3.88M1.0%-22.9%0.005%
7/17/2025 Western Financial Corp CA4,881$355K0.2%-53.2%0.000%
7/16/2025 Signature Resources Capital Management LLC717$52K0.0%+57.6%0.000%
7/16/2025 Midwest Heritage Bank FSB94,704$6.88M2.6%-1.5%0.009%
7/16/2025 Spirepoint Private Client LLC22,145$1.61M0.2%+1.3%0.002%
7/16/2025 Cahaba Wealth Management Inc.710,891$51.68M4.0%+20.4%0.068%
7/16/2025 Independent Wealth Network Inc.144,872$10.53M3.8%+0.7%0.014%
7/16/2025 TRU Independence Asset Management 2 LLC6,572$478K0.3%+100.0%0.001%
7/16/2025 Signaturefd LLC3,889$283K0.0%+82.2%0.000%
7/16/2025 ORG Partners LLC447$32K0.0%-74.0%0.000%
7/16/2025 Rainier Family Wealth Inc.151,302$11.00M11.0%+3.2%0.015%
7/16/2025 Highline Wealth Partners LLC989$72K0.0%+83.5%0.000%
7/16/2025 Howard Capital Management Group LLC5,357$389K0.0%N/A0.001%
7/16/2025 Kendall Capital Management2,768$201K0.1%N/A0.000%
7/16/2025 Lloyd Advisory Services LLC.332,692$24.18M11.6%-3.9%0.032%
7/16/2025 Moisand Fitzgerald Tamayo LLC78,602$5.71M0.7%-1.5%0.008%
7/16/2025 NovaPoint Capital LLC182,976$13.30M4.1%+0.5%0.018%
7/16/2025 Kathmere Capital Management LLC18,637$1.36M0.1%N/A0.002%
7/16/2025 GenWealth Group Inc.171,512$12.47M2.5%+1.7%0.016%
7/16/2025 ST Germain D J Co. Inc.588,463$42.78M1.8%+563.7%0.056%
7/16/2025 MJT & Associates Financial Advisory Group Inc.14,861$1.08M1.4%-1.6%0.001%
7/16/2025 New Insight Wealth Advisors23,970$1.74M0.7%+4.1%0.002%
7/16/2025 Novem Group392,531$28.53M3.6%-3.1%0.038%
7/16/2025 Beaumont Financial Advisors LLC65,387$4.75M0.3%-5.2%0.006%
7/16/2025 Five Oceans Advisors11,920$866K0.4%+12.4%0.001%
7/16/2025 Crown Wealth Group LLC433,011$31.48M11.8%+24.3%0.042%
7/16/2025 Blue Oak Capital LLC6,537$475K0.2%-11.7%0.001%
7/16/2025 MKT Advisors LLC106,475$7.74M3.1%+49.2%0.010%
7/16/2025 MBE Wealth Management LLC13,633$991K0.4%-7.1%0.001%
7/16/2025 Colton Groome Financial Advisors LLC50,277$3.66M1.2%-0.4%0.005%
7/16/2025 Dakota Wealth Management41,278$3M0.1%+0.8%0.004%
7/16/2025 Perigon Wealth Management LLC64,687$4.70M0.1%+10.7%0.006%
7/16/2025 Magnus Financial Group LLC9,769$710K0.1%-38.1%0.001%
7/16/2025 Leading Edge Financial Planning LLC741,078$53.87M15.0%+5.5%0.071%
7/16/2025 Meridian Financial LLC59,729$4.34M2.8%+4.1%0.006%
7/15/2025 Perennial Advisors LLC43,408$3.16M0.6%+129.9%0.004%
7/15/2025 Pitti Group Wealth Management LLC33,623$2.44M2.1%+1.7%0.003%
7/15/2025 Spectrum Planning & Advisory Services Inc.78,370$5.70M3.7%-64.5%0.008%
7/15/2025 Signal Tree Financial Partners LLC10,654$774K0.7%N/A0.001%
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7/15/2025 Clarus Group Inc.282,585$20.54M7.5%-1.3%0.027%
7/15/2025 Legacy Solutions LLC226,767$16.48M15.8%+5.0%0.022%
7/15/2025 TD Private Client Wealth LLC4,312,251$313.46M7.7%+7.2%0.414%
7/15/2025 Mather Group LLC.4,819$350K0.0%-4.2%0.000%
7/15/2025 Vestment Financial LLC53,269$3.88M2.5%+11.7%0.005%
7/15/2025 Evanson Asset Management LLC23,166$1.68M0.1%+21.1%0.002%
7/15/2025 StoneCrest Wealth Management Inc.117,794$8.56M4.1%+3.5%0.011%
7/15/2025 tru Independence LLC12,502$909K0.3%+27.1%0.001%
7/15/2025 Kagan Cocozza Asset Management272,474$19.81M15.2%+4.6%0.026%
7/15/2025 Norden Group LLC20,429$1.49M0.2%+6.8%0.002%
(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, 1,354 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 ETF. The most heavily invested institutionals were LPL Financial LLC ($2.76B), Jones Financial Companies Lllp ($2.03B), Creative Planning ($1.99B), USS Investment Management Ltd ($1.39B), Invesco Ltd. ($1.07B), Envestnet Asset Management Inc. ($937.76M), 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 1,235 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), USS Investment Management Ltd ($21.20M), LPL Financial LLC ($13.63M), Advance Capital Management Inc. ($12.68M), Envestnet Asset Management Inc. ($9.96M), Sumitomo Life Insurance Co. ($9.05M), and National Mutual Insurance Federation of Agricultural Cooperatives ($5.98M).

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

Institutional investors have bought a total of 218,823,550 shares in the last 24 months. This purchase volume represents approximately $14.68B in transactions.

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

Of the 626 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: Advance Capital Management Inc. ($5.54M), Independent Advisor Alliance ($2.95M), JPMorgan Chase & Co. ($2.67M), Allianz Asset Management GmbH ($1.49M), Bank of America Corp DE ($1.32M), Gradient Investments LLC ($1.31M), and Advocacy Wealth Management Services LLC ($1.12M).

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

Institutional investors have sold a total of 50,688,408 shares in the last 24 months. This volume of shares sold represents approximately $3.43B in transactions.



This page (NYSEARCA:SPLG) was last updated on 7/19/2025 by MarketBeat.com Staff
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