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

SPDR Portfolio S&P 500 ETF logo
$75.62 +0.82 (+1.10%)
Closing price 08/12/2025 04:10 PM Eastern
Extended Trading
$75.66 +0.04 (+0.05%)
As of 08/12/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1055
Total
Institutional Inflows
(last 12 months)
$15.09B
Number of
Institutional Sellers
(last 12 months)
657
Total
Institutional Outflows
(last 12 months)
$3.83B
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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
8/12/2025Centric Wealth Management5,272$395K0.1%-93.3%0.000%
8/12/2025Titleist Asset Management LLC35,858$2.61M0.3%+19.1%0.003%
8/12/2025American Century Companies Inc.263,600$19.16M0.0%-21.3%0.025%
8/12/2025Nemes Rush Group LLC13,954$1.01M0.1%+127.2%0.001%
8/12/2025Richard W. Paul & Associates LLC25,534$1.86M0.7%+21.0%0.002%
8/12/2025Kohmann Bosshard Financial Services LLC236,761$17.21M1.9%+3.7%0.022%
8/12/2025Journey Strategic Wealth LLC23,908$1.74M0.1%-6.3%0.002%
8/12/2025Archer Investment Corp215,602$15.67M3.7%+6.5%0.020%
8/12/2025MAI Capital Management30,180$2.19M0.0%+1.4%0.003%
8/12/2025JPMorgan Chase & Co.8,025,617$583.38M0.0%-7.2%0.756%
8/12/2025Wealth Advisors of Iowa LLC326,972$23.77M8.9%-0.8%0.031%
8/12/2025Agur Provident & Training Funds Management Ltd.890,494$64.73M24.5%-21.1%0.084%
8/12/2025NFP Retirement Inc.411,098$29.88M2.0%-22.5%0.039%
8/12/2025PKS Advisory Services LLC9,938$722K0.2%-5.7%0.001%
8/11/2025Intrepid Financial Planning Group LLC40,218$2.92M1.2%-3.1%0.004%
8/11/2025Outlook Wealth Advisors LLC9,144$665K0.2%+21.1%0.001%
8/11/2025Kingdom Financial Group LLC.9,101$662K0.6%-32.9%0.001%
8/11/2025Stonebrook Private Inc.138,191$10.05M2.4%+3.9%0.013%
8/11/2025Morling Financial Advisors LLC113,850$8.28M2.7%-0.5%0.011%
8/11/2025Pineridge Advisors LLC2,031$148K0.1%-39.6%0.000%
8/11/2025Wealthspire Advisors LLC792,637$57.62M0.3%-5.4%0.076%
8/11/2025Perennial Investment Advisors LLC141,967$10.32M1.0%+16.1%0.014%
8/11/2025Wescott Financial Advisory Group LLC47,590$3.46M0.3%-9.2%0.005%
8/11/2025Rockbridge Investment Management LCC420,143$30.54M3.3%+13.0%0.040%
8/11/2025Synergy Investment Management LLC51,659$3.76M2.3%+12.8%0.005%
8/11/2025Inspire Advisors LLC9,261$673K0.1%-2.1%0.001%
8/11/2025United Advisor Group LLC16,845$1.22M0.2%+3.2%0.002%
8/11/2025Culbertson A N & Co. Inc.2,874$209K0.0%N/A0.000%
8/11/2025Pinnacle Wealth Planning Services Inc.149,342$10.86M1.4%+4.9%0.014%
8/11/2025Westover Capital Advisors LLC35,931$2.61M0.5%+0.4%0.003%
8/11/2025Sykon Capital LLC321,497$23.37M8.5%N/A0.031%
8/11/2025Root Financial Partners LLC22,860$1.66M0.2%-7.6%0.002%
8/11/2025Slagle Financial LLC160,344$11.66M4.7%+274.4%0.015%
8/11/2025PAX Financial Group LLC6,725$489K0.1%+2.3%0.001%
8/11/2025Western Wealth Management LLC617,700$44.90M2.7%+1.4%0.059%
8/11/2025Beta Wealth Group Inc.30,438$2.21M0.8%-77.3%0.003%
8/8/2025 Financial Gravity Companies Inc.2,509$182K0.0%N/A0.000%
8/8/2025 Tortoise Investment Management LLC106,969$7.78M0.7%+4.9%0.010%
8/8/2025 Rockefeller Capital Management L.P.129,109$9.39M0.0%+7.3%0.012%
8/8/2025 Kingsview Wealth Management LLC116,132$8.44M0.1%+6.2%0.011%
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8/8/2025 Citizens Financial Group Inc. RI151,024$10.98M0.2%+137.7%0.014%
8/8/2025 Avantax Advisory Services Inc.127,027$9.23M0.1%-17.2%0.012%
8/8/2025 Cetera Investment Advisers4,135,132$300.58M0.5%+46.7%0.395%
8/8/2025 Creative Planning31,140,324$2.26B1.9%+1.0%2.978%
8/8/2025 Cooper Capital Advisors LLC97,242$7.07M6.8%+2.8%0.009%
8/8/2025 WealthShield Partners LLC28,455$2.07M0.2%-1.7%0.003%
8/8/2025 Compass Financial Services Inc455,893$33.14M16.1%-14.1%0.044%
8/8/2025 Condor Capital Management30,866$2.24M0.2%-2.4%0.003%
8/8/2025 Meridian Wealth Management LLC105,504$7.67M0.3%+5.3%0.010%
8/8/2025 Empower Advisory Group LLC94,513$6.87M0.0%+902.4%0.009%
8/8/2025 Security Financial Services INC.481,524$35.00M6.2%-37.3%0.046%
8/8/2025 Foundations Investment Advisors LLC46,808$3.40M0.1%-3.5%0.004%
8/8/2025 Financial Life Planners5,830$424K0.3%-2.5%0.001%
8/8/2025 Prospect Financial Services LLC26,659$1.94M1.2%+316.9%0.003%
8/8/2025 AJ Advisors LLC5,592$406K0.2%-27.8%0.001%
8/8/2025 Davies Financial Advisors Inc.16,666$1.21M0.9%N/A0.002%
8/8/2025 Intrua Financial LLC899,764$65.40M8.8%-12.9%0.086%
8/8/2025 Clearstead Trust LLC416$30K0.0%N/A0.000%
8/8/2025 Arvest Bank Trust Division140,248$10.20M0.6%-0.6%0.013%
8/8/2025 W.H. Cornerstone Investments Inc.16,603$1.21M0.8%-37.6%0.002%
8/8/2025 Brogan Financial Inc.70,441$5.12M2.3%+4.7%0.007%
8/8/2025 Thompson Davis & CO. Inc.12,010$873K0.4%+27.1%0.001%
8/8/2025 Good Life Advisors LLC1,649,753$119.92M7.5%+9.9%0.158%
8/8/2025 Petix & Botte Co415,981$30.24M7.4%+14.7%0.040%
8/8/2025 Bailard Inc.7,569$550K0.0%+25.7%0.001%
8/8/2025 Renasant Bank39,459$2.87M1.9%-15.5%0.004%
8/8/2025 PNC Financial Services Group Inc.325,393$23.65M0.0%-8.8%0.031%
8/8/2025 United Asset Strategies Inc.194,457$14.14M1.2%-3.5%0.019%
8/8/2025 National Mutual Insurance Federation of Agricultural Cooperatives9,536,000$693.17M5.6%+6.5%0.912%
8/8/2025 SBI Securities Co. Ltd.29,352$2.13M0.1%+10.1%0.003%
8/8/2025 Advyzon Investment Management LLC44,644$3.25M0.7%+1,131.2%0.004%
8/7/2025 Verus Capital Partners LLC31,474$2.29M0.2%+332.4%0.003%
8/7/2025 PCG Wealth Advisors LLC148,916$10.83M5.5%-4.1%0.014%
8/7/2025 Fagan Associates Inc.2,759$201K0.0%N/A0.000%
8/7/2025 Nwam LLC50,601$3.68M0.3%+42.1%0.005%
8/7/2025 49 Wealth Management LLC1,593,630$115.84M11.9%+23.9%0.152%
8/7/2025 Vise Technologies Inc.16,338$1.19M0.0%N/A0.002%
8/7/2025 Allworth Financial LP8,430$613K0.0%+24.1%0.001%
8/7/2025 Americana Partners LLC793,284$57.66M2.0%+5.0%0.076%
8/7/2025 Hughes Financial Services LLC9,270$690K0.1%-62.2%0.001%
8/7/2025 Fountainhead AM LLC2,904$211K0.0%N/A0.000%
8/7/2025 Ascension Capital Advisors Inc.87,329$6.35M2.7%N/A0.008%
8/7/2025 Fonville Wealth Management LLC60,279$4.38M1.1%+14.9%0.006%
8/7/2025 PFG Advisors324,648$23.60M0.8%+61.7%0.031%
8/7/2025 Midwest Trust Co72,873$5.30M0.1%N/A0.007%
8/7/2025 Brio Consultants LLC13,574$987K0.1%+35.1%0.001%
8/7/2025 CSM Advisors LLC191,133$13.90M0.4%-62.7%0.018%
8/6/2025 ZEGA Investments LLC14,680$1.07M0.1%+50.0%0.001%
8/6/2025 Prospera Financial Services Inc7,265$528K0.0%+11.9%0.001%
8/6/2025 RWA Wealth Partners LLC103,866$7.55M0.1%+1,515.3%0.010%
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8/6/2025 Decker Retirement Planning Inc.669$49K0.0%+36.5%0.000%
8/6/2025 Bensler LLC17,775$1.29M0.1%+1.8%0.002%
8/6/2025 AE Wealth Management LLC1,523,815$110.77M0.8%-26.3%0.146%
8/6/2025 Stokes Family Office LLC8,245$599K0.1%N/A0.001%
8/6/2025 Metis Global Partners LLC26,647$1.94M0.0%+17.2%0.003%
8/6/2025 Legacy Wealth Managment LLC ID729$53K0.0%+143.0%0.000%
8/6/2025 Penserra Capital Management LLC1,068,772$77.69M1.1%+85.0%0.102%
8/6/2025 Quadrant Private Wealth Management LLC164,666$11.97M2.5%-7.1%0.016%
8/6/2025 Wedbush Securities Inc.6,401$465K0.0%+14.4%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.374,754$27.24M0.4%-2.3%0.036%
(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, 1,389 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), Creative Planning ($2.26B), Jones Financial Companies Lllp ($2.03B), USS Investment Management Ltd ($1.39B), Envestnet Asset Management Inc. ($1.15B), Invesco Ltd. ($1.07B), 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 1,270 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), Advance Capital Management Inc. ($12.68M), LPL Financial LLC ($10.97M), Envestnet Asset Management Inc. ($9.97M), Sumitomo Life Insurance Co. ($9.05M), and Kedalion Capital Management LLP ($7.01M).

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

Institutional investors have bought a total of 225,282,049 shares in the last 24 months. This purchase volume represents approximately $15.33B in transactions.

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

Of the 656 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), JPMorgan Chase & Co. ($3.29M), Independent Advisor Alliance ($2.95M), Allianz Asset Management GmbH ($1.49M), Horizon Wealth Management LLC ($1.34M), Bank of America Corp DE ($1.32M), and Gradient Investments LLC ($1.31M).

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

Institutional investors have sold a total of 55,809,523 shares in the last 24 months. This volume of shares sold represents approximately $3.83B in transactions.


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This page (NYSEARCA:SPLG) was last updated on 8/13/2025 by MarketBeat.com Staff
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