Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / SPDR S&P1500VL
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
921,181
-
Shares change
-
+65,400
-
Total reported value, excl. options
-
$133,190,272
-
Value change
-
+$9,387,830
-
Number of buys
-
28
-
Number of sells
-
-11
-
Price
-
$144.58
Significant Holders of SPDR SERIES TRUST - SPDR S&P1500VL (VLU) as of Q3 2021
43 filings reported holding VLU - SPDR SERIES TRUST - SPDR S&P1500VL as of Q3 2021.
SPDR SERIES TRUST - SPDR S&P1500VL (VLU) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 921,181 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (273,677 shares), Systelligence, LLC (144,881 shares), AMERIPRISE FINANCIAL INC (137,067 shares), LPL Financial LLC (64,399 shares), LWS Wealth Advisors, Inc. (59,480 shares), Prostatis Group LLC (46,032 shares), MORGAN STANLEY (36,999 shares), IHT Wealth Management, LLC (17,454 shares), CITADEL ADVISORS LLC (13,893 shares), and Sigma Planning Corp (11,822 shares).
This table shows the top 37 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.