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

$64.01

+0.69 (+1.09%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 690
Total Institutional Inflows (last 12 months): $6.57B

Number of Institutional Sellers (last 12 months): 410
Total Institutional Outflows (last 12 months): $1.32B

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SPLG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Rockwood Wealth Management LLC	10,100	$646K	0.1%	+9.3%	0.002%
7/26/2024	Beacon Financial Advisory LLC	59,092	$3.78M	1.4%	+7.9%	0.010%
7/26/2024	Arcadia Wealth Management LLC	116,049	$7.43M	4.2%	-16.7%	0.020%
7/26/2024	Crown Wealth Group LLC	436,965	$27.97M	14.0%	-19.0%	0.075%
7/26/2024	Detalus Advisors LLC	942,084	$60.29M	20.7%	-4.6%	0.162%
7/26/2024	1900 Wealth Management LLC	4,145,119	$265.29M	24.8%	+22.2%	0.711%
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7/26/2024	Walkner Condon Financial Advisors LLC	370,581	$23.72M	5.1%	-15.0%	0.064%
7/26/2024	WealthShield Partners LLC	27,434	$1.76M	0.3%	-12.0%	0.005%
7/26/2024	Worth Financial Advisory Group LLC	36,633	$2.35M	1.5%	-3.5%	0.006%
7/26/2024	Harbour Investments Inc.	618,367	$39.58M	1.3%	+45.3%	0.106%
7/26/2024	Bensler LLC	16,151	$1.03M	0.1%	-76.5%	0.003%
7/26/2024	Patriot Financial Group Insurance Agency LLC	150,093	$9.61M	1.4%	-2.9%	0.026%
7/26/2024	Atomi Financial Group Inc.	32,609	$2.09M	0.2%	+3.4%	0.006%
7/26/2024	Wealth Advisory Solutions LLC	262,243	$16.78M	4.5%	-1.1%	0.045%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,882,316	$120.47M	0.4%	-6.8%	0.323%
7/26/2024	Crew Capital Management Ltd.	14,160	$906K	0.7%	+1.2%	0.002%
7/26/2024	Integrity Wealth Solutions LLC	29,756	$1.90M	1.2%	-0.9%	0.005%
7/26/2024	Dearborn Partners LLC	22,939	$1.47M	0.1%	N/A	0.004%
7/26/2024	Sequent Asset Management LLC	5,966	$382K	0.2%	N/A	0.001%
7/26/2024	AlphaStar Capital Management LLC	1,517,420	$97.12M	9.0%	+4.6%	0.260%
7/26/2024	Latitude Advisors LLC	30,474	$1.95M	1.2%	+34.4%	0.005%
7/26/2024	My Personal CFO LLC	30,748	$1.97M	1.1%	+2.5%	0.005%
7/26/2024	Shaker Investments LLC OH	19,661	$1.26M	0.5%	+45.7%	0.003%
7/26/2024	Rational Advisors LLC	307,248	$19.66M	1.9%	-9.6%	0.053%
7/26/2024	Verdence Capital Advisors LLC	11,323	$725K	0.1%	-8.2%	0.002%
7/26/2024	Bank of New York Mellon Corp	68,597	$4.39M	0.0%	+20.5%	0.012%
7/26/2024	TFG Advisers LLC	15,502	$992K	0.4%	+13.8%	0.003%
7/26/2024	Patten Group Inc.	3,829	$245K	0.1%	+13.6%	0.001%
7/25/2024	Rooted Wealth Advisors Inc.	27,304	$1.77M	0.8%	-11.6%	0.005%
7/25/2024	First Heartland Consultants Inc.	492,419	$31.52M	2.2%	+5.2%	0.084%
7/25/2024	TNF LLC	216,917	$13.81M	5.0%	-36.5%	0.037%
7/25/2024	Pineridge Advisors LLC	4,191	$268K	0.1%	-5.0%	0.001%
7/25/2024	Brown Financial Advisory	863,837	$55.29M	42.5%	+3.0%	0.148%
7/25/2024	Tempus Wealth Planning LLC	30,300	$1.94M	0.8%	+100.7%	0.005%
7/25/2024	Clear Creek Financial Management LLC	789,921	$50.56M	6.1%	+15.8%	0.135%
7/25/2024	Upper Left Wealth Management LLC	70,866	$4.54M	4.1%	+0.8%	0.012%
7/25/2024	Fullcircle Wealth LLC	51,237	$3.26M	1.5%	N/A	0.009%
7/25/2024	Kanawha Capital Management LLC	64,855	$4.15M	0.3%	+2.9%	0.011%
7/25/2024	Financial Guidance Group Inc.	14,633	$937K	0.6%	N/A	0.003%
7/25/2024	Private Wealth Group LLC	751,472	$48.09M	25.3%	-3.3%	0.129%
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7/25/2024	Atlantic Union Bankshares Corp	10,062	$644K	0.0%	+2.7%	0.002%
7/24/2024	Colton Groome Financial Advisors LLC	28,450	$1.82M	0.7%	+3.9%	0.005%
7/24/2024	Family Firm Inc.	2,365	$151K	0.0%	N/A	0.000%
7/24/2024	TrueWealth Advisors LLC	24,130	$1.54M	0.6%	-4.2%	0.004%
7/24/2024	Strategic Financial Partners Ltd.	431,969	$27.65M	15.2%	+2.7%	0.074%
7/24/2024	Traynor Capital Management Inc.	12,780	$818K	0.1%	+3.9%	0.002%
7/24/2024	Catalina Capital Group LLC	71,878	$4.60M	1.7%	-17.8%	0.012%
7/24/2024	Slagle Financial LLC	30,503	$1.95M	1.0%	+13.4%	0.005%
7/24/2024	Cornerstone Wealth Group LLC	5,090	$326K	0.0%	+52.6%	0.001%
7/24/2024	My Legacy Advisors LLC	233,631	$14.95M	4.8%	N/A	0.040%
7/24/2024	Louisiana State Employees Retirement System	464,600	$29.73M	0.6%	N/A	0.080%
7/24/2024	&PARTNERS	14,323	$917K	0.0%	+80.2%	0.002%
7/24/2024	MN Wealth Advisors LLC	23,532	$1.51M	0.9%	+111.2%	0.004%
7/23/2024	Geneos Wealth Management Inc.	261,197	$16.72M	0.7%	+4.3%	0.045%
7/23/2024	SOL Capital Management CO	458,560	$29.35M	3.5%	+41.8%	0.079%
7/23/2024	Thompson Davis & CO. Inc.	8,350	$534K	0.5%	N/A	0.001%
7/23/2024	PSI Advisors LLC	501,628	$32.10M	10.2%	+2.1%	0.086%
7/23/2024	Richard W. Paul & Associates LLC	24,214	$1.55M	0.6%	-8.8%	0.004%
7/23/2024	Courier Capital LLC	107,424	$6.88M	0.5%	-0.9%	0.018%
7/23/2024	Horst & Graben Wealth Management LLC	917,972	$58.75M	11.2%	-19.4%	0.157%
7/23/2024	Security Financial Services INC.	995,136	$63.69M	13.8%	-7.5%	0.171%
7/23/2024	Macroview Investment Management LLC	5,357	$343K	0.4%	-7.1%	0.001%
7/23/2024	Vicus Capital	47,639	$3.05M	0.3%	-1.2%	0.008%
7/23/2024	Dupree Financial Group LLC	8,208	$525K	0.2%	N/A	0.001%
7/23/2024	Bank Hapoalim BM	487,000	$31.16M	4.4%	+109.9%	0.084%
7/22/2024	Atria Wealth Solutions Inc.	410,023	$26.24M	0.3%	+0.2%	0.070%
7/22/2024	Flagship Private Wealth LLC	12,874	$824K	0.5%	-7.9%	0.002%
7/22/2024	Alaska Wealth Advisors	43,643	$2.79M	0.4%	-4.2%	0.007%
7/22/2024	Fifth Third Bancorp	412,491	$26.40M	0.1%	+10.3%	0.071%
7/22/2024	Investment Planning Advisors Inc.	369,935	$23.68M	12.1%	N/A	0.063%
7/22/2024	Financial Advisory Partners LLC	29,039	$1.86M	0.7%	-1.3%	0.005%
7/22/2024	Legacy Capital Group California Inc.	68,276	$4.37M	1.6%	-2.2%	0.012%
7/22/2024	Summit Global Investments	86,239	$5.52M	0.4%	+0.2%	0.015%
7/22/2024	Focus Financial Network Inc.	368,238	$24.12M	1.0%	-11.1%	0.063%
7/22/2024	LongView Wealth Management	6,384	$409K	0.2%	+23.4%	0.001%
7/22/2024	RCS Financial Planning LLC	4,976	$318K	0.2%	N/A	0.001%
7/22/2024	Carnegie Investment Counsel	266,873	$17.08M	0.5%	+1.2%	0.046%
7/22/2024	Pallas Capital Advisors LLC	39,620	$2.58M	0.1%	-10.2%	0.007%
7/22/2024	MBE Wealth Management LLC	22,950	$1.47M	0.9%	+1.7%	0.004%
7/22/2024	Horizon Wealth Management LLC	1,414,229	$90.51M	21.6%	+42.5%	0.243%
7/22/2024	Denver Wealth Management Inc.	718,574	$45.99M	23.0%	+1.7%	0.123%
7/22/2024	Dakota Wealth Management	29,343	$1.88M	0.0%	-3.4%	0.005%
7/22/2024	Colonial River Wealth Management LLC	5,672	$363K	0.2%	+12.9%	0.001%
7/20/2024	Auour Investments LLC	768,692	$49.20M	18.3%	+1.6%	0.132%
7/20/2024	Kavar Capital Partners Group LLC	30,560	$1.96M	0.4%	-3.2%	0.005%
7/20/2024	Continuum Advisory LLC	127,662	$8.17M	1.2%	+1.2%	0.022%
7/20/2024	Raymond James Financial Services Advisors Inc.	2,725,814	$174.45M	0.2%	+18.8%	0.467%
7/20/2024	Apollon Financial LLC	163,422	$10.46M	3.4%	-7.9%	0.028%
7/19/2024	OMNI 360 Wealth Inc.	171,799	$11.00M	8.2%	-5.0%	0.029%
7/19/2024	MONECO Advisors LLC	102,730	$6.58M	1.0%	+174.8%	0.018%
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7/19/2024	Western Wealth Management LLC	444,205	$28.43M	2.1%	+12.2%	0.076%
7/19/2024	CPR Investments Inc.	18,787	$1.20M	1.0%	+43.6%	0.003%
7/19/2024	Western Financial Corp CA	22,008	$1.41M	0.9%	-23.3%	0.004%
7/19/2024	SFG Wealth Management LLC.	7,924	$507K	0.3%	+18.4%	0.001%
7/19/2024	Raymond James & Associates	1,195,799	$76.53M	0.1%	+13.7%	0.205%
7/19/2024	Calton & Associates Inc.	19,851	$1.27M	0.6%	+36.7%	0.003%
7/19/2024	Summit Financial Strategies Inc.	8,635	$553K	0.1%	+62.5%	0.001%
7/19/2024	Oakworth Capital Inc.	4,274	$274K	0.0%	+2,384.9%	0.001%
7/19/2024	Sumitomo Life Insurance Co.	5,092,600	$308.84M	6.8%	N/A	0.873%
7/19/2024	Tennessee Valley Asset Management Partners	1,848,497	$118.30M	26.9%	-5.0%	0.317%

(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, 962 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. ($868.47M), 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 880 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 ($67.80M), Advance Capital Management Inc. ($12.84M), JPMorgan Chase & Co. ($10.20M), LPL Financial LLC ($9.20M), Creative Planning ($7.93M), Envestnet Asset Management Inc. ($7.21M), and Advocacy Wealth Management Services LLC ($5.32M).
How much institutional buying is happening at SPDR Portfolio S&P 500 ETF?: Institutional investors have bought a total of 274,348,024 shares in the last 24 months. This purchase volume represents approximately $13.49B in transactions.

Which SPDR Portfolio S&P 500 ETF major shareholders have been selling company stock?: Of the 543 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), Bluestem Financial Advisors LLC ($2.35M), Brookstone Capital Management ($2.11M), 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 148,810,726 shares in the last 24 months. This volume of shares sold represents approximately $6.94B in transactions.