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

SPDR Portfolio S&P 500 ETF logo
$87.67 -0.10 (-0.11%)
As of 07/2/2026
Compare

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

Number of
Institutional Buyers
(last 12 months)
881
Total
Institutional Inflows
(last 12 months)
$10.24B
Number of
Institutional Sellers
(last 12 months)
535
Total
Institutional Outflows
(last 12 months)
$2.62B
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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
1/9/2026First Heartland Consultants Inc.580,485$46.57M3.5%+0.3%0.049%
1/9/2026Westwind Capital174,318$13.98M2.9%+17.1%0.015%
1/9/2026Park Place Capital Corp157,833$12.66M2.6%+8.3%0.013%
1/9/2026Peterson Wealth Advisors LLC2,297,743$184.33M24.6%-0.1%0.193%
1/9/2026Leverty Financial Group LLC6,367$511K0.1%-32.8%0.001%
1/9/2026Inspirion Wealth Advisors LLC4,551$365K0.0%-9.5%0.000%
1/9/2026Dynamic Advisor Solutions LLC831,519$66.70M2.1%+5.4%0.070%
1/9/2026Elevation Wealth Partners LLC363$29K0.0%-36.6%0.000%
1/9/2026Independence Wealth Advisors LLC112,084$8.99M5.1%N/A0.009%
1/9/2026Teamwork Financial Advisors LLC27,105$2.17M0.2%-1.4%0.002%
1/8/2026Ridgeline Wealth LLC201,328$16.15M11.2%-1.0%0.017%
1/8/2026Goodman Financial Corp41,420$3.32M0.6%-4.9%0.003%
1/8/2026Asempa Wealth Advisors41,623$3.34M2.9%N/A0.003%
1/8/2026Baker Tilly Wealth Management LLC11,776$945K0.2%-7.0%0.001%
1/8/2026Financial Management Network Inc.14,378$1.16M0.2%-3.0%0.001%
1/8/2026Traveka Wealth LLC5,134$412K0.2%N/A0.000%
1/8/2026Firethorn Wealth Partners LLC86,556$6.94M2.6%-5.6%0.007%
1/8/2026Dagco Inc.4,281$343K0.1%-4.5%0.000%
1/8/2026Gradient Investments LLC4,039,470$324.05M5.1%+7.7%0.339%
1/8/2026Armstrong Advisory Group Inc.596,970$47.89M3.2%+1,254.1%0.050%
1/8/2026Wealth Enhancement Advisory Services LLC3,324,859$270.70M0.4%+4.6%0.279%
1/8/2026NorthCrest Asset Manangement LLC51,492$4.17M0.1%-15.4%0.004%
1/8/2026Chesapeake Asset Management LLC3,786$304K0.3%+5.7%0.000%
1/8/2026Wedmont Private Capital7,267$590K0.0%-8.5%0.001%
1/8/2026Hutchens & Kramer Investment Management Group LLC16,500$1.32M0.5%-2.7%0.001%
1/8/2026MKT Advisors LLC164,649$13.32M4.5%+17.9%0.014%
1/8/2026Maridea Wealth Management LLC64,621$5.18M0.8%+0.2%0.005%
1/8/2026Fermata Advisors LLC22,823$1.83M0.4%-3.7%0.002%
1/8/2026Cooper Financial Group18,510$1.49M0.2%-2.3%0.002%
1/7/2026Sovereign Financial Group Inc.7,642$613K0.1%-7.8%0.001%
1/7/2026Cahaba Wealth Management Inc.720,187$57.77M4.0%+0.8%0.061%
1/7/2026Procyon Advisors LLC656,464$52.66M0.8%+37.3%0.055%
1/7/2026Magnus Financial Group LLC10,231$821K0.1%+4.9%0.001%
1/7/2026Orgel Wealth Management LLC6,966$559K0.0%+13.2%0.001%
1/7/2026CWA Asset Management Group LLC5,614$450K0.0%+10.7%0.000%
1/7/2026Fragasso Financial Advisors Inc186,009$14.92M0.9%+9.9%0.016%
1/7/2026Holistic Financial Partners25,989$2.09M0.8%+11.4%0.002%
1/7/2026Gilbert & Cook Inc.41,198$3.31M0.4%+6.3%0.003%
1/7/2026Corsicana & Co.29,785$2.39M1.3%+11.3%0.003%
1/7/2026Capital Advantage Inc.232,631$18.66M2.5%+12.3%0.020%
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1/7/2026TrueWealth Advisors LLC26,620$2.14M0.6%+1.7%0.002%
1/7/2026Puff Wealth Management LLC30,881$2.48M3.2%+38.6%0.003%
1/7/2026MFG Wealth Management Inc.24,268$1.95M1.5%+0.7%0.002%
1/6/2026WealthCare Investment Partners LLC14,786$1.19M0.3%-2.2%0.001%
1/6/2026Penbrook Management LLC3,200$257K0.2%-8.6%0.000%
1/6/2026Fulcrum Equity Management14,758$1.18M1.1%-1.8%0.001%
1/6/2026Abner Herrman & Brock LLC4,950$397K0.0%-4.2%0.000%
1/6/2026Chemistry Wealth Management LLC11,232$901K0.2%-9.2%0.001%
1/6/2026Avior Wealth Management LLC12,755$1.02M0.0%+5.7%0.001%
1/6/2026JBR Co Financial Management Inc135,446$10.87M4.5%+3.3%0.011%
1/6/2026Advance Capital Management Inc.6,194,274$496.91M21.1%-18.3%0.521%
1/6/2026Investors Research Corp248,254$19.92M3.6%+2.9%0.021%
1/5/2026Park Avenue Securities LLC1,018,422$81.70M0.7%+9.0%0.086%
1/5/2026CGN Advisors LLC23,897$1.92M0.2%+1.0%0.002%
1/5/2026Aspen Wealth Management LLC27,225$2.18M0.5%-4.5%0.002%
1/5/2026Legacy Wealth Management LLC MS173,850$13.95M3.7%+26.2%0.015%
1/5/2026City Center Advisors LLC3,190$256K0.2%+16.8%0.000%
1/5/2026 Marathon Mission Inc.62,992$5.05M2.9%-4.4%0.005%
1/1/2026RIA Advisory Group LLC21,284$1.67M0.4%N/A0.002%
1/1/2026Tudor Investment Corp ET AL82,151$6.44M0.0%+87.6%0.007%
12/29/2025Cape Investment Advisory Inc.22,694$1.78M1.7%-19.2%0.002%
12/29/2025Narus Financial Partners LLC26,752$2.10M2.2%-4.9%0.002%
12/18/2025Bush Investment Group LLC73,222$5.74M3.4%+3.5%0.006%
12/17/2025Strategic Investment Advisors MI111,310$8.72M0.7%+1,936.0%0.009%
12/16/2025Keel Point LLC308,289$24.15M1.5%+0.2%0.026%
12/9/2025Tudor Investment Corp ET AL82,151$6.44M0.0%+87.6%0.007%
12/8/2025Tull Financial Group Inc.664,597$52.07M23.0%+1.3%0.056%
12/2/2025Allworth Financial LP9,250$725K0.0%+9.7%0.001%
12/2/2025IFP Advisors Inc572,861$44.88M1.2%+2.0%0.048%
12/1/2025Investment Research Partners LLC3,864$312K0.1%N/A0.000%
12/1/2025Cambria Investment Management L.P.2,829$222K0.0%N/A0.000%
11/26/2025Strategic Advocates LLC828$65K0.0%N/A0.000%
11/26/2025Lantern Wealth Advisors LLC4,193$329K0.1%N/A0.000%
11/26/2025Vermillion & White Wealth Management Group LLC10,739$841K0.5%-6.0%0.001%
11/25/2025ARQ Wealth Advisors LLC102,397$8.02M2.4%-15.6%0.009%
11/24/2025Manhattan West Asset Management LLC83,134$6.51M1.4%-11.9%0.007%
11/24/2025CIBC Private Wealth Group LLC19,249$1.51M0.0%+8.7%0.002%
11/21/2025Petix & Botte Co474,182$37.15M8.6%+14.0%0.040%
11/21/2025Oarsman Capital Inc.154,040$12.07M1.7%+5.7%0.013%
11/20/2025Centaurus Financial Inc.143,547$11.25M0.5%+6.5%0.012%
11/20/2025Asset Dedication LLC7,475$586K0.0%-3.3%0.001%
11/19/2025Center For Asset Management LLC2,766$217K0.1%N/A0.000%
11/19/2025Sunbelt Securities Inc.993$78K0.0%N/A0.000%
11/19/2025Captrust Financial Advisors182,711$14.31M0.0%+4.0%0.015%
11/19/2025Penobscot Wealth Management761,868$59.69M19.2%+1.2%0.064%
11/19/2025Coldstream Capital Management Inc.22,096$1.73M0.0%-2.5%0.002%
11/19/2025Aspire Private Capital LLC93,108$7.29M1.5%+2.4%0.008%
11/19/2025Aldebaran Financial Inc.53,162$4.17M4.2%+18.2%0.004%
11/19/2025GM Advisory Group LLC4,559,527$357.19M15.2%+3.5%0.383%
11/18/2025Advisory Services Network LLC171,320$13.42M0.2%-0.6%0.014%
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11/18/2025Copley Financial Group Inc.11,480$899K0.6%-7.4%0.001%
11/18/2025Raab & Moskowitz Asset Management LLC26,412$2.07M0.5%-1.1%0.002%
11/18/2025Vertex Planning Partners LLC874,721$68.53M13.1%+3.1%0.074%
11/17/2025Financial Engines Advisors L.L.C.4,993,827$391.22M0.7%+0.0%0.420%
11/17/2025Keystone Financial Group516,657$40.48M3.1%+1.9%0.043%
11/17/2025Kestra Private Wealth Services LLC16,788$1.32M0.0%+36.6%0.001%
11/17/2025Revere Asset Management Inc1,147,458$89.89M33.9%N/A0.096%
11/17/2025NewEdge Advisors LLC2,167,098$169.77M0.8%-6.1%0.182%
11/17/2025SHUTTLEWORTH & Co32,365$2.54M2.3%N/A0.003%
11/17/2025Gould Capital LLC19,196$1.50M0.9%+695.9%0.002%


SPLG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,462 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 ($5.13B), Jones Financial Companies Lllp ($3.97B), LPL Financial LLC ($2.76B), Creative Planning ($2.51B), USS Investment Management Ltd ($1.39B), Envestnet Asset Management Inc. ($1.32B), and Kedalion Capital Management LLP ($1.01B).Learn more on SPDR Portfolio S&P 500 ETF's institutional investors.

Of the 1,297 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 ($53.00M), Bank of America Corp DE ($33.93M), USS Investment Management Ltd ($21.20M), Kedalion Capital Management LLP ($12.88M), Sumitomo Life Insurance Co. ($9.05M), Nissay Asset Management Corp Japan ($8.93M), and LPL Financial LLC ($8.73M).

Institutional investors have bought a total of 135,551,067 shares in the last 24 months. This purchase volume represents approximately $10.24B in transactions.

Of the 535 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. ($4.05M), The Manufacturers Life Insurance Company ($1.55M), Mizuho Bank Ltd. ($1.01M), Armstrong Advisory Group Inc. ($964.84K), Advocacy Wealth Management Services LLC ($824.20K), and Austin Private Wealth LLC ($700.02K).

Institutional investors have sold a total of 35,227,039 shares in the last 24 months. This volume of shares sold represents approximately $2.62B in transactions.


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This page (NYSEARCA:SPLG) was last updated on 7/6/2026 by MarketBeat.com Staff.
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