Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SPDR S&P1500VL
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
541,251
-
Shares change
-
+392,727
-
Total reported value, excl. options
-
$75,118,894
-
Value change
-
+$54,725,441
-
Number of buys
-
13
-
Number of sells
-
-7
-
Price
-
$138.77
Significant Holders of SPDR SERIES TRUST - SPDR S&P1500VL (VLU) as of Q1 2021
25 filings reported holding VLU - SPDR SERIES TRUST - SPDR S&P1500VL as of Q1 2021.
SPDR SERIES TRUST - SPDR S&P1500VL (VLU) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 541,251 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (279,602 shares), Systelligence, LLC (104,044 shares), LPL Financial LLC (56,794 shares), MORGAN STANLEY (29,760 shares), CITADEL ADVISORS LLC (9,555 shares), ADVISOR GROUP HOLDINGS, INC. (9,221 shares), Livingston Group Asset Management CO (operating as Southport Capital Management) (7,860 shares), LEVEL FOUR ADVISORY SERVICES, LLC (7,407 shares), GOLDMAN SACHS GROUP INC (7,138 shares), and WealthShield Partners, LLC (6,465 shares).
This table shows the top 21 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.