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

$62.29
+0.43 (+0.70%)
(As of 05/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
676
Total
Institutional Inflows
(last 12 months)
$6.01B
Number of
Institutional Sellers
(last 12 months)
404
Total
Institutional Outflows
(last 12 months)
$1.25B
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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
5/24/2024 Cetera Advisor Networks LLC1,521,777$93.64M0.5%+1.9%0.261%
5/24/2024 Cetera Advisors LLC211,575$13.02M0.1%+61.2%0.036%
5/24/2024 Cetera Investment Advisers2,223,389$136.81M0.3%+350.8%0.381%
5/24/2024Invst LLC11,789$724K0.1%+37.9%0.002%
5/23/2024 FSA Advisors Inc.16,945$1.04M1.1%-7.7%0.003%
5/23/2024 ARQ Wealth Advisors LLC98,469$6.06M2.6%+3.3%0.017%
5/21/2024 Atria Investments Inc320,755$19.74M0.3%-4.1%0.055%
5/20/2024 Independent Wealth Network Inc.128,063$7.88M3.7%-1.0%0.022%
5/20/2024 Adams Wealth Management136,714$8.41M2.1%-8.3%0.023%
5/20/2024Strategic Wealth Partners Ltd.5,724$352K0.0%-6.1%0.001%
5/17/2024 National Wealth Management Group LLC35,222$2.17M1.7%-4.2%0.006%
5/17/2024 Jaffetilchin Investment Partners LLC12,406$763K0.1%+2.9%0.002%
5/17/2024 Semmax Financial Advisors Inc.47,073$2.89M0.9%+17.5%0.008%
5/17/2024 Pineridge Advisors LLC4,412$271K0.1%-3.7%0.001%
5/17/2024 Coppell Advisory Solutions Corp.36,876$2.27M0.4%N/A0.007%
5/17/2024 Tidal Investments LLC88,681$5.46M0.1%N/A0.016%
5/16/2024 Redwood Investment Management LLC163,194$10.04M1.0%+81.0%0.029%
5/16/2024 Slagle Financial LLC26,909$1.66M0.9%-47.1%0.005%
5/16/2024 B. Riley Wealth Advisors Inc.28,120$1.73M0.0%+46.7%0.005%
5/16/2024 Waverly Advisors LLC286,368$17.62M0.4%N/A0.051%
5/16/2024 Econ Financial Services Corp72,745$4.48M2.8%-55.8%0.013%
5/15/2024 Ascent Group LLC620,940$38.21M3.4%+4.3%0.110%
5/15/2024 Transcendent Capital Group LLC2,995$184K0.1%N/A0.001%
5/15/2024 Flow Traders U.S. LLC75,823$4.67M0.2%+58.0%0.013%
5/15/2024 Kestra Advisory Services LLC929,169$57.17M0.4%+3.7%0.165%
5/15/2024 Linscomb Wealth Inc.3,318$204K0.0%N/A0.001%
5/14/2024 Sheaff Brock Investment Advisors LLC4,111$253K0.0%+7.5%0.001%
5/14/2024 Axxcess Wealth Management LLC31,789$1.96M0.1%-10.4%0.006%
5/14/2024 EP Wealth Advisors LLC3,004$185K0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC923,036$56.80M2.3%-7.0%0.164%
5/14/2024 Evermay Wealth Management LLC38,497$2.37M0.4%+92.7%0.007%
5/13/2024Cedar Wealth Management LLC17,125$1.05M0.3%N/A0.003%
5/13/2024 O Shaughnessy Asset Management LLC6,685$411K0.0%+82.5%0.001%
5/13/2024 PAX Financial Group LLC41,043$2.53M0.5%+62.9%0.007%
5/11/2024 Brogan Financial Inc.11,400$701K0.5%+3.0%0.002%
5/11/2024 Resurgent Financial Advisors LLC34,008$2.09M1.1%+8.3%0.006%
5/11/2024 ESL Trust Services LLC643$40K0.0%N/A0.000%
5/11/2024 Retirement Financial Solutions LLC294,325$18.11M9.3%+4.4%0.052%
5/10/2024 Osaic Holdings Inc.7,227,596$444.73M1.0%-1.6%1.281%
5/10/2024 Fiducient Advisors LLC4,690$289K0.1%N/A0.001%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
5/10/2024 TIAA Trust National Association3,307$203K0.0%N/A0.001%
5/10/2024 Alera Investment Advisors LLC9,398$578K0.1%N/A0.002%
5/10/2024 Spirepoint Private Client LLC22,133$1.36M0.2%N/A0.004%
5/10/2024 Ciovacco Capital Management LLC51,279$3.16M2.1%-1.9%0.009%
5/10/2024 Nicolet Advisory Services LLC6,927$423K0.0%-2.7%0.001%
5/10/2024 Pinnacle Wealth Planning Services Inc.182,903$11.25M1.6%-0.2%0.032%
5/10/2024 Towercrest Capital Management185,800$11.43M1.9%-1.9%0.033%
5/10/2024 GM Advisory Group LLC3,246,379$199.75M14.0%+6.8%0.575%
5/10/2024 Nwam LLC107,433$6.55M0.5%-17.0%0.019%
5/9/2024 Great Lakes Retirement Inc.72,322$4.45M0.7%-8.7%0.013%
5/9/2024 ProVise Management Group LLC4,421$272K0.0%-81.1%0.001%
5/9/2024 Leo Wealth LLC190,631$11.71M1.2%+26.1%0.034%
5/9/2024 Blair William & Co. IL28,397$1.75M0.0%+25.7%0.005%
5/9/2024 Orion Portfolio Solutions LLC193,784$11.92M0.1%-24.6%0.034%
5/9/2024 HBK Sorce Advisory LLC88,851$5.47M0.2%+1.3%0.016%
5/9/2024 Kingsview Wealth Management LLC105,865$6.51M0.2%+9.3%0.019%
5/9/2024 Wealthquest Corp4,667$287K0.0%+5.8%0.001%
5/9/2024 Condor Capital Management36,059$2.22M0.2%-5.9%0.006%
5/9/2024 JBR Co Financial Management Inc36,766$2.26M1.8%N/A0.007%
5/9/2024 JDM Financial Group LLC76,569$4.71M3.4%+0.8%0.014%
5/9/2024 SageView Advisory Group LLC734,247$45.18M2.2%+2,725.4%0.130%
5/9/2024 Charles Schwab Investment Advisory Inc.3,315$204K0.0%-26.3%0.001%
5/9/2024 New Insight Wealth Advisors4,256$262K0.2%N/A0.001%
5/9/2024 Koshinski Asset Management Inc.13,951$858K0.1%N/A0.002%
5/8/2024 Schneider Downs Wealth Management Advisors LP32,967$2.03M0.5%-1.1%0.006%
5/8/2024 Baltimore Washington Financial Advisors Inc.136,783$8.42M0.5%-8.7%0.024%
5/8/2024 West Wealth Group LLC599,480$36.89M13.7%-57.6%0.106%
5/8/2024 Sheets Smith Wealth Management134,200$8.26M0.9%+2.4%0.024%
5/8/2024 TSA Wealth Managment LLC450,810$27.74M12.1%-17.2%0.080%
5/8/2024 Bleakley Financial Group LLC17,422$1.07M0.0%+3.7%0.003%
5/8/2024 Avantax Advisory Services Inc.89,624$5.52M0.0%+14.0%0.016%
5/8/2024 US Bancorp DE468,244$28.81M0.0%+7.8%0.083%
5/8/2024 QRG Capital Management Inc.5,249$323K0.0%-20.9%0.001%
5/8/2024 O Dell Group LLC843,503$51.90M12.7%-1.5%0.150%
5/8/2024 Watershed Private Wealth LLC23,127$1.42M0.6%+83.1%0.004%
5/8/2024 Headlands Technologies LLC23,345$1.44M0.3%N/A0.004%
5/8/2024 Legacy Capital Group California Inc.69,781$4.29M1.6%-8.9%0.012%
5/8/2024 New Republic Capital LLC4,535$279K0.2%-22.1%0.001%
5/8/2024 Inspire Advisors LLC4,485$276K0.0%-11.3%0.001%
5/8/2024 Thoroughbred Financial Services LLC7,831$481K0.0%+75.2%0.001%
5/7/2024 Stonebrook Private Inc.148,239$9.12M2.7%+0.8%0.026%
5/7/2024 Concurrent Investment Advisors LLC123,122$7.58M0.3%+19.8%0.022%
5/7/2024 Atomi Financial Group Inc.31,542$1.94M0.2%+6.1%0.006%
5/7/2024 WealthPLAN Partners LLC128,258$7.89M0.8%-25.1%0.023%
5/7/2024 Tectonic Advisors LLC267,747$16.47M1.3%+0.6%0.047%
5/7/2024 Facet Wealth Inc.30,799$1.87M0.1%-3.8%0.005%
5/7/2024 Bernardo Wealth Planning LLC3,561$219K0.1%N/A0.001%
5/7/2024 PFG Advisors78,444$4.83M0.4%+37.5%0.014%
5/7/2024 Prospera Private Wealth LLC9,498$584K0.4%-1.7%0.002%
5/7/2024 Guardian Asset Advisors LLC62,560$3.85M3.2%N/A0.011%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
5/7/2024 Wealthspire Advisors LLC813,255$50.04M0.7%-2.6%0.144%
5/7/2024 Insight Advisors LLC PA20,652$1.27M0.2%+8.4%0.004%
5/7/2024 Retirement Planning Co of New England Inc.11,276$694K0.4%+13.8%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.377,209$23.21M0.1%+20.5%0.067%
5/6/2024 OLD Second National Bank of Aurora8,538$525K0.1%+40.8%0.002%
5/6/2024 Davidson Capital Management Inc.772,513$47.53M15.3%+0.7%0.137%
5/6/2024 Advisory Services Network LLC45,929$2.83M0.1%+22.3%0.008%
5/6/2024 Destiny Capital Corp CO10,765$662K0.5%-11.0%0.002%
5/6/2024 TFG Advisers LLC13,626$838K0.3%+10.3%0.002%
5/6/2024 W.H. Cornerstone Investments Inc.90,705$5.58M4.0%-25.7%0.016%
(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, 935 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 ETF. The most heavily invested institutionals were Creative Planning ($1.48B), LPL Financial LLC ($1.15B), Advance Capital Management Inc. ($810.21M), Stadion Money Management LLC ($550.61M), JPMorgan Chase & Co. ($504.86M), Envestnet Asset Management Inc. ($469.85M), and Osaic Holdings Inc. ($444.73M).Learn more on SPLG's institutional investors.

Which institutional investors have been buying SPDR Portfolio S&P 500 ETF stock?

Of the 856 institutional investors that purchased SPDR Portfolio S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($151.28M), Advance Capital Management Inc. ($12.43M), JPMorgan Chase & Co. ($10.20M), Bank of America Corp DE ($9.96M), LPL Financial LLC ($9.20M), Creative Planning ($7.93M), and Envestnet Asset Management Inc. ($7.21M).

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

Institutional investors have bought a total of 357,790,757 shares in the last 24 months. This purchase volume represents approximately $17.75B in transactions.

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

Of the 531 institutional investors that sold SPDR Portfolio S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($83.46M), Bank of America Corp DE ($11.19M), Creative Planning ($3.42M), Brookstone Capital Management ($2.38M), Bluestem Financial Advisors LLC ($2.35M), Assetmark Inc. ($2.00M), and Trilogy Capital Inc. ($1.92M).

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

Institutional investors have sold a total of 148,990,321 shares in the last 24 months. This volume of shares sold represents approximately $6.88B in transactions.


This page (NYSEARCA:SPLG) was last updated on 5/25/2024 by MarketBeat.com Staff

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