SPDR Portfolio S&P 500 ETF $SPLG Shares Sold by Merit Financial Group LLC

Merit Financial Group LLC cut its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) by 1.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 444,895 shares of the company’s stock after selling 8,701 shares during the period. Merit Financial Group LLC’s holdings in SPDR Portfolio S&P 500 ETF were worth $34,853,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE increased its position in shares of SPDR Portfolio S&P 500 ETF by 88.5% during the 2nd quarter. Bank of America Corp DE now owns 59,401,970 shares of the company’s stock valued at $4,317,929,000 after purchasing an additional 27,889,948 shares during the period. Creative Planning grew its holdings in SPDR Portfolio S&P 500 ETF by 1.0% during the second quarter. Creative Planning now owns 31,140,324 shares of the company’s stock worth $2,263,590,000 after acquiring an additional 319,951 shares during the period. Jones Financial Companies Lllp raised its position in SPDR Portfolio S&P 500 ETF by 99.4% in the first quarter. Jones Financial Companies Lllp now owns 31,074,010 shares of the company’s stock worth $2,031,308,000 after acquiring an additional 15,489,573 shares in the last quarter. USS Investment Management Ltd acquired a new stake in SPDR Portfolio S&P 500 ETF in the 1st quarter valued at about $1,394,006,000. Finally, Envestnet Asset Management Inc. boosted its position in shares of SPDR Portfolio S&P 500 ETF by 11.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 15,884,712 shares of the company’s stock valued at $1,154,660,000 after purchasing an additional 1,624,308 shares in the last quarter.

More SPDR Portfolio S&P 500 ETF News

Here are the key news stories impacting SPDR Portfolio S&P 500 ETF this week:

• Positive Sentiment: S&P 500 hit fresh intraday records last week, supporting broad ETF demand and keeping SPLG supported as passive flows track the index. S&P 500 hits new highs, flight cancellations, the restaurant industry’s value push and more in Morning Squawk
• Positive Sentiment: Storage and memory stocks (SanDisk, Western Digital, Seagate, Micron) led S&P 500 gains in 2025 on AI-driven hardware demand — concentration in high-performing sectors can lift SPLG when those leaders rally. Storage and memory stocks lead S&P 500 gains in 2025
• Neutral Sentiment: U.S. indices were quiet in premarket trading ahead of the holiday, implying low liquidity and potential for larger intraday swings in ETFs like SPLG. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet Ahead of Holiday
• Neutral Sentiment: Futures and intraday action have swung between gains and losses recently (a short-lived “blip” in the Santa Claus rally), suggesting short-term volatility but no clear trend for SPLG. Stock Market Today: S&P 500, Dow Jones Futures Trade Mixed Amid Blip In Santa Claus Rally—Boeing, Freeport-McMoRan, Fonar In Focus
• Neutral Sentiment: Analysts highlight trendlines and rotation to broader leadership after recent records — this technical backdrop matters for SPLG’s medium-term path but is not an immediate directional catalyst. Key Trendlines to Watch After S&P 500’s New Records
• Negative Sentiment: Economist David Rosenberg warns markets are “propped up” by the S&P 500, signaling fragility and higher downside risk if leadership rolls over — that raises caution for SPLG holders at elevated levels. David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026
• Negative Sentiment: Some forecasts call for slower S&P 500 gains in 2026 and a rebalancing away from mega-cap tech — a deceleration would likely weigh on SPLG returns if current winners cool. S&P 500, Nasdaq, Dow Forecasts for 2026: Wall Street Targets and Risks
• Negative Sentiment: Investor sentiment measures have softened (though still in “greed”), which can precede pullbacks and higher volatility for index-tracking ETFs like SPLG. S&P 500 Edges Lower But Records Weekly Gain: Investor Sentiment Weakens, Fear Index Remains In ‘Greed’ Zone

SPDR Portfolio S&P 500 ETF Price Performance

SPLG stock opened at $80.92 on Wednesday. The firm has a market cap of $96.30 billion, a PE ratio of 25.61 and a beta of 1.00. SPDR Portfolio S&P 500 ETF has a 12 month low of $56.67 and a 12 month high of $81.14. The firm has a 50 day simple moving average of $79.88 and a 200 day simple moving average of $76.98.

SPDR Portfolio S&P 500 ETF Company Profile

SPDR Russell 1000 ETF (the Fund), formerly SPDR Dow Jones Large Cap ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of large capitalization exchange traded the United States equity securities. The sectors in which the Fund invests include information technology, financials, consumer discretionary, health care, industrials, energy, consumer staples, materials, utilities and telecommunication services.