Free Trial

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

SPDR Portfolio S&P 500 ETF logo
$72.97 +0.32 (+0.44%)
Closing price 04:00 PM Eastern
Extended Trading
$72.95 -0.02 (-0.03%)
As of 04:15 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.

Institutional Ownership Changes (13F Filings) for SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Number of
Institutional Buyers
(last 12 months)
996
Total
Institutional Inflows
(last 12 months)
$14.46B
Number of
Institutional Sellers
(last 12 months)
607
Total
Institutional Outflows
(last 12 months)
$3.15B
Get SPLG Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio S&P 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/2/2025Dentgroup LLC26,578$1.93M1.3%-12.8%0.003%
7/2/2025HBW Advisory Services LLC10,596$770K0.1%-10.4%0.001%
7/1/2025Legacy Wealth Management LLC MS143,893$10.46M3.2%-0.6%0.015%
7/1/2025Private Client Services LLC4,733$344K0.1%+21.8%0.000%
7/1/2025Bush Investment Group LLC70,718$5.14M3.5%-39.8%0.007%
6/24/2025Rainier Family Wealth Inc.146,646$9.64M11.4%+11.1%0.015%
6/13/2025Optima Capital LLC12,413$816K0.5%-61.1%0.001%
6/11/2025Fortitude Financial LLC436,977$28.74M27.4%+101.7%0.045%
6/10/2025Compass Financial Services Inc530,640$34.90M18.3%+1.3%0.055%
6/6/2025Blue Oak Capital LLC7,399$487K0.3%-40.1%0.001%
6/2/2025Modern Wealth Management LLC34,194$2.25M0.1%+616.7%0.004%
5/28/2025Jones Financial Companies Lllp31,074,010$2.03B1.8%+99.4%3.369%
5/28/2025Vista Cima Wealth Management LLC50,000$3.29M2.4%N/A0.005%
5/28/2025GK Wealth Management LLC8,967$590K0.7%+1.9%0.001%
5/28/2025Intrua Financial LLC1,032,923$67.93M9.9%+4.0%0.112%
5/27/2025Jacobi Capital Management LLC148,683$9.78M0.7%+1.6%0.016%
5/27/2025Advisors Capital Management LLC6,848$450K0.0%+7.3%0.001%
5/22/2025Mattson Financial Services LLC124,093$8.16M2.5%+2.6%0.013%
5/21/2025Geneos Wealth Management Inc.326,788$21.49M0.7%+9.5%0.035%
5/20/2025Belpointe Asset Management LLC119,648$7.87M0.4%-57.7%0.013%
5/20/2025Focus Partners Wealth36,509$2.40M0.0%-84.8%0.004%
5/20/2025Integrity Alliance LLC.1,342,587$88.29M3.5%+58.6%0.146%
5/20/2025Anchor Investment Management LLC12,990$854K0.1%+2.1%0.001%
5/19/2025SageView Advisory Group LLC6,997$460K0.0%+3.0%0.001%
5/19/2025Advisory Alpha LLC225,570$14.83M0.5%+3.5%0.024%
5/19/2025Client 1ST Advisory Group LLC486,799$32.01M12.5%+2.5%0.053%
5/19/2025SCS Capital Management LLC2,544,362$167.32M2.1%N/A0.276%
5/19/2025Smith Asset Management Co. LLC5,214$343K0.3%N/A0.001%
5/19/2025Legacy Advisory Services LLC253,044$16.64M14.1%N/A0.027%
5/16/2025Prostatis Group LLC63,338$4.17M1.3%-14.8%0.007%
5/16/2025Semmax Financial Advisors Inc.44,027$2.92M0.8%-9.3%0.005%
5/16/2025HFM Investment Advisors LLC885$58K0.0%N/A0.000%
5/16/2025Ascent Group LLC1,792,898$117.90M5.1%+164.1%0.194%
5/16/2025Coppell Advisory Solutions LLC142,034$9.26M0.7%+48.3%0.015%
5/16/2025Arete Wealth Advisors LLC140,296$9.23M0.7%+72.9%0.015%
5/16/2025Ashton Thomas Private Wealth LLC123,934$8.15M0.3%+37.2%0.013%
5/16/2025Goldman Sachs Group Inc.4,487,762$295.12M0.0%+3.1%0.459%
5/16/2025Kestra Investment Management LLC4,567$300K0.0%-18.3%0.000%
5/16/2025Knightsbridge Asset Management LLC353,686$23.26M5.7%-0.9%0.038%
5/16/2025Cape Investment Advisory Inc.33,219$2.18M0.9%+21.7%0.004%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/16/2025Jones Financial Companies Lllp30,832,479$2.02B1.8%+97.8%3.343%
5/16/2025Coordinated Financial Services Inc. CO9,915$652K0.5%N/A0.001%
5/16/2025Talon Private Wealth LLC382,555$26.19M3.5%+906.5%0.041%
5/16/2025USS Investment Management Ltd21,200,000$1.39B10.6%N/A2.298%
5/16/2025Raab & Moskowitz Asset Management LLC27,260$1.79M0.5%-2.9%0.003%
5/16/2025Redwood Financial Network Corp26,268$1.73M1.3%+1.4%0.003%
5/16/2025Pinnacle Family Advisors LLC40,305$2.65M1.4%-4.8%0.004%
5/16/2025National Wealth Management Group LLC47,799$3.14M2.1%+374.4%0.005%
5/16/2025NewEdge Advisors LLC1,990,911$130.92M0.8%-5.2%0.216%
5/16/2025Integrated Wealth Concepts LLC1,123,335$73.87M0.9%-26.0%0.122%
5/16/2025Clark Capital Management Group Inc.7,350,431$483.36M3.5%+3.3%0.797%
5/16/2025Banque Transatlantique SA1,448$88K0.0%N/A0.000%
5/16/2025AQR Capital Management LLC113,520$7.47M0.0%+16.7%0.012%
5/16/2025Ancora Advisors LLC1,321$87K0.0%-29.8%0.000%
5/15/2025Federation des caisses Desjardins du Quebec55,931$3.68M0.0%+6.8%0.006%
5/15/2025EP Wealth Advisors LLC13,917$915K0.0%-18.1%0.002%
5/15/2025Core Wealth Advisors Inc.274,156$18.03M5.7%-2.2%0.030%
5/15/2025Focus Partners Advisor Solutions LLC87,946$5.78M0.1%-17.1%0.010%
5/15/2025Retirement Planning Co of New England Inc.12,855$845K0.3%+3.9%0.001%
5/15/2025MAI Capital Management29,754$1.96M0.0%-1.5%0.003%
5/15/2025Calton & Associates Inc.153,182$10.07M2.3%+357.0%0.017%
5/15/2025Vista Cima Wealth Management LLC50,000$3.29M1.5%N/A0.005%
5/15/2025Centric Wealth Management78,739$5.18M1.3%-73.6%0.009%
5/15/2025Connecticut Wealth Management LLC30,585$2.01M0.1%N/A0.003%
5/15/2025Titleist Asset Management LLC30,095$1.98M0.2%+38.6%0.003%
5/15/2025Baird Financial Group Inc.58,226$3.83M0.0%-85.5%0.006%
5/15/2025Pinnacle Wealth Planning Services Inc.142,377$9.36M1.4%+0.2%0.015%
5/15/2025The Manufacturers Life Insurance Company 4,419,347$290.62M0.3%-4.3%0.479%
5/15/2025JDM Financial Group LLC48,303$3.18M1.6%-2.7%0.005%
5/15/2025Vermillion & White Wealth Management Group LLC6,189$407K0.3%-92.3%0.001%
5/15/2025Tortoise Investment Management LLC101,990$6.71M0.7%+16.1%0.011%
5/15/2025Trexquant Investment LP4,218$277K0.0%N/A0.000%
5/15/2025Gerber Kawasaki Wealth & Investment Management83,453$5.49M0.2%-4.7%0.009%
5/15/2025Oarsman Capital Inc.139,398$9.17M1.6%+4.8%0.015%
5/15/2025Okabena Investment Services Inc.3,951$260K0.1%N/A0.000%
5/15/2025Clarity Asset Management Inc.5,373$353K0.2%+871.6%0.001%
5/14/2025Transamerica Financial Advisors LLC122,652$8.07M0.8%+0.5%0.013%
5/14/2025Triad Wealth Partners LLC98,096$6.45M2.0%+87.8%0.011%
5/14/2025RB Capital Management LLC4,792$315K0.1%+9.4%0.001%
5/14/2025Ieq Capital LLC4,239$279K0.0%-66.8%0.000%
5/14/2025CreativeOne Wealth LLC324,769$21.36M0.6%-37.9%0.035%
5/14/2025Quadcap Wealth Management LLC16,286$1.07M0.2%-22.8%0.002%
5/14/2025Redwood Investment Management LLC107,438$7.07M0.8%+2.0%0.012%
5/14/2025PKS Advisory Services LLC10,541$693K0.2%+9.6%0.001%
5/14/2025Widmann Financial Services Inc.3,079$202K0.2%N/A0.000%
5/14/2025WCG Wealth Advisors LLC309,524$20.35M1.5%-16.0%0.034%
5/14/2025Talisman Wealth Advisors LLC7,535$496K0.5%+19.3%0.001%
5/14/2025CSM Advisors LLC511,929$33.66M1.8%-2.4%0.055%
5/14/2025FWG Investments LLC.30,345$2.00M2.3%-33.7%0.003%
5/14/2025Comerica Bank28,730$1.89M0.0%+25.7%0.003%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/14/2025Freedom Investment Management Inc.34,146$2.25M0.2%N/A0.004%
5/14/2025Synovus Financial Corp8,214$540K0.0%-3.7%0.001%
5/14/2025Napa Wealth Management50,383$3.31M1.9%-3.4%0.005%
5/14/2025SVB Wealth LLC5,967$392K0.0%+5.3%0.001%
5/14/2025Smartleaf Asset Management LLC25,542$1.67M0.2%+59.0%0.003%
5/14/2025Caitlin John LLC4,219$277K0.3%-30.1%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.2,975,287$195.66M0.2%+35.0%0.323%
5/14/2025Heritage Wealth Partners LLC11,460$754K1.1%+14.4%0.001%
5/14/2025Sax Wealth Advisors LLC18,080$1.19M0.1%+49.5%0.002%
5/14/2025Leslie Global Wealth LLC374,951$24.66M12.0%+3.8%0.041%
(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, 1,335 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 1,217 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. ($12.76M), 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 216,282,308 shares in the last 24 months. This purchase volume represents approximately $14.46B in transactions.

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

Of the 606 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. ($3.33M), Independent Advisor Alliance ($2.95M), JPMorgan Chase & Co. ($2.67M), Gradient Investments LLC ($1.69M), Allianz Asset Management GmbH ($1.49M), Advocacy Wealth Management Services LLC ($1.39M), and Bank of America Corp DE ($1.32M).

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

Institutional investors have sold a total of 47,164,148 shares in the last 24 months. This volume of shares sold represents approximately $3.15B in transactions.



This page (NYSEARCA:SPLG) was last updated on 7/2/2025 by MarketBeat.com Staff
From Our Partners