SPDR PORTFOLIO S&P 500 ETF (SPLG) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO S&P 500 ETF (SPLG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allianz Asset Management Gmbh, 49 Wealth Management, Llc, Jackson Wealth Management, Llc, Revere Asset Management, Inc, and Mercer Global Advisors Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+1,5191,519$133.49KQ2 2026Sep 18, 2026
Hbk Investments L PBuy+17,077+14.2%137,616$12.09MQ2 2026Sep 16, 2026
Cherry Tree Wealth Management, LlcBuy+1,755+10.9%17,880$1.57MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-256-1.4%18,039$1.59MQ2 2026Sep 15, 2026
Revere Asset Management, IncBuy+155,538+12.9%1,364,681$119.93MQ2 2026Sep 14, 2026
Talon Private Wealth, LlcSell-1,483-1.4%105,474$9.27MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+88,887+6.1%1,540,805$135.41MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+86+3.1%2,891$254.06KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhBuy+26,382,568+133.0%46,223,571$4.06BQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+3,2553,255$286.05KQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+3,2483,248$285.43KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcSell-72-54.5%60$5.27KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-89,150-38.1%145,061$12.75MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+3,393+12.3%31,039$2.73MQ2 2026Aug 26, 2026
Brown Financial AdvisorsBuy+2,534+1.2%210,791$18.52MQ2 2026Aug 26, 2026
Financial Insights, Inc.Buy+7,183+1.3%542,614$47.68MQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Buy+2,3652,365$207.84KQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Buy+3131$2.73KQ2 2026Aug 21, 2026
Jackson Wealth Management, LlcSell-493,957-91.7%44,742$3.93MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+40,597+11.0%409,741$36.01MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+22,873+8.4%293,692$25.79MQ2 2026Aug 20, 2026
Atx Financial Planning, LlcBuy+19,544+25.6%95,848$8.42MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+150,077+16.8%1,041,206$91.50MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+46,365+22.7%250,451$22.01MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcBuy+3,936+63.6%10,125$889.81KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+707+0.3%243,694$21.42MQ2 2026Aug 19, 2026
49 Wealth Management, LlcSell-1,254,185-89.0%155,008$13.62MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+112,129+85.1%243,843$21.43MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+40,69840,698$3.58MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+18,849+209.3%27,856$2.45MQ2 2026Aug 18, 2026
Showing 30 of 1,596

Frequently asked questions about SPLG activity

  • Which institutional owners are buying SPLG?

    Institutional owners buying SPLG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPLG activity?

    "Buy" means an investor increased their reported position in SPLG compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO S&P 500 ETF (SPLG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPLG increasing?

    Institutional interest in SPLG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.