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

SPDR Portfolio S&P 500 ETF logo
$67.16
+0.28 (+0.42%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
731
Total
Institutional Inflows
(last 12 months)
$7.03B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
11/2/2024Transcendent Capital Group LLC78,816$5.32M2.7%+2,474.8%0.014%
11/2/2024Mach 1 Financial Group LLC7,744$523K0.3%+7.0%0.001%
11/1/2024Sheets Smith Wealth Management133,006$8.98M1.1%-1.7%0.023%
11/1/2024Atria Investments Inc285,382$19.27M0.2%-1.4%0.049%
11/1/2024Acorn Financial Advisory Services Inc. ADV141,428$9.55M1.7%-3.1%0.024%
11/1/2024Assetmark Inc.3,445,278$232.59M0.7%+2.8%0.591%
11/1/2024Verdence Capital Advisors LLC16,154$1.09M0.1%+42.7%0.003%
11/1/2024Corrado Advisors LLC11,498$776K0.5%-1.7%0.002%
11/1/2024Rockbridge Investment Management LCC235,928$15.93M2.1%N/A0.040%
11/1/2024Sequent Asset Management LLC2,983$201K0.1%-50.0%0.001%
11/1/2024Beta Wealth Group Inc.159,599$10.78M4.9%-2.0%0.027%
11/1/2024Executive Wealth Management LLC417,048$28.16M3.6%-3.1%0.072%
11/1/2024CWA Asset Management Group LLC4,753$321K0.0%N/A0.001%
11/1/2024Source Financial Advisors LLC9,023$609K0.2%-6.2%0.002%
11/1/2024Beckerman Institutional LLC11,215$757K0.6%N/A0.002%
11/1/2024Hollencrest Capital Management154,587$10.44M0.4%-11.5%0.027%
11/1/2024SFG Wealth Management LLC.16,484$1.11M0.6%+108.0%0.003%
11/1/2024 Aspire Wealth Management Corp58,744$3.97M2.1%-9.7%0.010%
11/1/2024 Advocacy Wealth Management Services LLC4,757,615$321.19M25.2%-5.9%0.816%
11/1/2024 Summit Global Investments81,332$5.49M0.4%-5.7%0.014%
11/1/2024 Bensler LLC15,123$1.02M0.1%-6.4%0.003%
10/31/2024 Principal Financial Group Inc.382,328$25.81M0.0%+3.3%0.066%
10/31/2024 Woodmont Investment Counsel LLC42,334$2.86M0.2%-1.5%0.007%
10/31/2024 Vickerman Investment Advisors Inc.48,715$3.29M1.0%-2.0%0.008%
10/31/2024 Walkner Condon Financial Advisors LLC408,367$27.57M5.6%+10.2%0.070%
10/31/2024 Advisor Resource Council21,298$1.44M0.6%+61.5%0.004%
10/31/2024 Financial Enhancement Group LLC71,429$4.82M0.9%-89.8%0.012%
10/31/2024 Forte Capital LLC ADV4,431$299K0.0%-21.9%0.001%
10/31/2024 LGT Financial Advisors LLC12,296$830K2.0%-13.3%0.002%
10/31/2024 JNBA Financial Advisors35,703$2.41M0.2%-12.0%0.006%
10/31/2024 Spinnaker Trust797,556$53.84M3.3%+72.1%0.137%
10/31/2024 Concurrent Investment Advisors LLC121,118$8.18M0.2%-7.0%0.021%
10/30/2024 Maia Wealth LLC550,703$37.52M9.0%-3.8%0.094%
10/30/2024 Leslie Global Wealth LLC285,232$19.26M9.4%+6.7%0.049%
10/30/2024 Financial Security Advisor Inc.62,950$4.25M1.1%-1.0%0.011%
10/30/2024 Catalina Capital Group LLC60,460$4.08M1.4%-15.9%0.010%
10/30/2024 Beacon Financial Advisory LLC55,380$3.74M1.3%-6.3%0.009%
10/30/2024 Avidian Wealth Enterprises LLC831,640$56.14M2.5%-11.5%0.143%
10/30/2024 Balentine LLC53,847$3.64M0.1%+6.0%0.009%
10/30/2024 Flagship Private Wealth LLC11,812$797K0.4%-8.2%0.002%
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10/30/2024 HF Advisory Group LLC51,047$3.45M1.6%+1.5%0.009%
10/30/2024 Cornerstone Capital Inc.11,287$762K0.1%N/A0.002%
10/30/2024 Austin Private Wealth LLC1,839,703$124.20M11.9%-1.2%0.315%
10/30/2024 Crestwood Advisors Group LLC20,770$1.40M0.0%+1.2%0.004%
10/30/2024 Ameritas Advisory Services LLC85,590$5.78M0.2%+19.4%0.015%
10/30/2024 W.H. Cornerstone Investments Inc.28,660$1.94M1.3%-57.1%0.005%
10/30/2024 Auour Investments LLC779,254$53.32M19.0%+1.4%0.134%
10/30/2024 United Advisor Group LLC12,595$850K0.2%+81.5%0.002%
10/30/2024 Highland Financial Advisors LLC456,137$30.79M10.9%+3.1%0.078%
10/30/2024 Cary Street Partners Asset Management LLC240,651$16.25M2.1%+20.2%0.041%
10/30/2024 Moloney Securities Asset Management LLC86,563$5.84M0.8%-1.7%0.015%
10/30/2024 Rational Advisors LLC288,605$19.48M1.9%-6.1%0.049%
10/30/2024 QRG Capital Management Inc.11,127$751K0.0%+89.6%0.002%
10/29/2024 Roman Butler Fullerton & Co.11,431$779K0.2%-3.7%0.002%
10/29/2024 Retirement Financial Solutions LLC300,655$20.30M8.9%-0.8%0.052%
10/29/2024 Kanawha Capital Management LLC68,510$4.63M0.3%+5.6%0.012%
10/29/2024 IAG Wealth Partners LLC719,253$48.56M9.0%-0.2%0.123%
10/29/2024 TrueWealth Advisors LLC22,840$1.54M0.5%-5.3%0.004%
10/29/2024 Janney Montgomery Scott LLC251,501$16.98M0.0%+0.3%0.043%
10/29/2024 Carmichael Hill & Associates Inc.6,050$408K0.1%+67.9%0.001%
10/29/2024 Pure Financial Advisors LLC5,328$360K0.0%N/A0.001%
10/29/2024 Arcadia Investment Management Corp MI2,200$149K0.0%-13.7%0.000%
10/29/2024 Realta Investment Advisors392$27K0.0%-91.2%0.000%
10/29/2024 Key Financial Inc9,264$625K0.1%-2.1%0.002%
10/29/2024 Arlington Trust Co LLC8,708$588K0.1%N/A0.001%
10/29/2024 Fullcircle Wealth LLC45,716$3.12M1.4%-10.8%0.008%
10/29/2024 Luken Investment Analytics LLC159,962$10.80M5.0%+324.5%0.027%
10/29/2024 Chicago Partners Investment Group LLC121,961$8.29M0.3%+19.4%0.021%
10/28/2024 Strategic Financial Partners Ltd.558,382$37.70M19.2%+29.3%0.096%
10/28/2024 CacheTech Inc.161,921$10.93M2.3%+3.9%0.028%
10/28/2024 Americana Partners LLC970,743$65.54M4.5%+59.4%0.166%
10/28/2024 Gladstone Institutional Advisory LLC528,340$35.67M1.7%-17.0%0.091%
10/28/2024 Shepherd Financial Partners LLC88,647$5.99M0.7%-0.8%0.015%
10/28/2024 Fonville Wealth Management LLC48,198$3.25M1.1%-2.0%0.008%
10/28/2024 Values Added Financial LLC93,032$6.28M4.0%+12.7%0.016%
10/28/2024 Creative Financial Designs Inc. ADV87,345$5.90M0.5%-17.1%0.015%
10/28/2024 Focus Financial Network Inc.326,344$22.03M0.9%-11.4%0.056%
10/28/2024 Hartford Financial Management Inc.17,987$1.21M0.2%+28.3%0.003%
10/28/2024 Principal Securities Inc.707,417$47.76M1.2%+11.9%0.121%
10/28/2024 Penobscot Wealth Management600,684$40.55M21.9%+3.4%0.103%
10/28/2024 United Asset Strategies Inc.204,918$13.83M1.3%-0.8%0.035%
10/28/2024 US Bancorp DE512,526$34.60M0.0%+2.7%0.088%
10/28/2024 HM Payson & Co.603,828$40.76M0.7%+339.1%0.104%
10/28/2024 Bank Hapoalim BM406,000$27.41M4.2%-16.6%0.070%
10/28/2024 Catalyst Financial Partners LLC9,097$614K0.1%N/A0.002%
10/25/2024 Voisard Asset Management Group Inc.84,739$5.72M2.4%+14.1%0.015%
10/25/2024 Financial Advocates Investment Management156,040$10.53M0.6%-0.6%0.027%
10/25/2024 Cornerstone Wealth Group LLC13,994$945K0.1%+174.9%0.002%
10/25/2024 TNF LLC212,323$14.47M5.1%-2.1%0.036%
10/25/2024 First Trust Direct Indexing L.P.41,625$2.81M0.2%+6.0%0.007%
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10/25/2024 Capstone Triton Financial Group LLC55,002$3.71M2.4%+7.7%0.009%
10/25/2024 Evermay Wealth Management LLC99,326$6.71M1.1%+48.8%0.017%
10/25/2024 Twin Peaks Wealth Advisors LLC13,341$901K0.4%-4.9%0.002%
10/25/2024 Golden State Equity Partners136,148$9.19M2.0%+8.3%0.023%
10/25/2024 Highline Wealth Partners LLC539$36K0.0%N/A0.000%
10/25/2024 Creekmur Asset Management LLC776$52K0.0%+3,595.2%0.000%
10/25/2024 Mutual Advisors LLC220,143$15.00M0.4%-1.4%0.038%
10/25/2024 Eagle Strategies LLC691,526$46.69M8.4%+3.9%0.119%
10/25/2024 Valmark Advisers Inc.159,597$10.77M0.2%+10.4%0.027%
10/25/2024 American Financial Advisors LLC7,618$514K0.1%+59.7%0.001%
(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, 1,026 institutional investors and hedge funds held shares of SPDR Portfolio S&P 500 ETF. The most heavily invested institutionals were LPL Financial LLC ($2.06B), Creative Planning ($1.99B), Advance Capital Management Inc. ($847.03M), Envestnet Asset Management Inc. ($658.01M), Stadion Money Management LLC ($550.61M), Sumitomo Life Insurance Co. ($515.95M), and National Mutual Insurance Federation of Agricultural Cooperatives ($510.04M).Learn more on SPLG's institutional investors.

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

Of the 929 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: Advance Capital Management Inc. ($12.82M), LPL Financial LLC ($11.23M), JPMorgan Chase & Co. ($9.99M), Envestnet Asset Management Inc. ($8.44M), Sumitomo Life Insurance Co. ($7.64M), Advocacy Wealth Management Services LLC ($5.32M), and CWM LLC ($5.18M).

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

Institutional investors have bought a total of 214,487,729 shares in the last 24 months. This purchase volume represents approximately $11.64B in transactions.

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

Of the 589 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: Bank of America Corp DE ($11.19M), Creative Planning ($3.42M), Brookstone Capital Management ($1.95M), Trilogy Capital Inc. ($1.92M), ST Germain D J Co. Inc. ($1.86M), Private Advisor Group LLC ($1.41M), and AE Wealth Management LLC ($1.39M).

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

Institutional investors have sold a total of 63,757,391 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.



This page (NYSEARCA:SPLG) was last updated on 11/2/2024 by MarketBeat.com Staff
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