Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SPDR S&P1500VL
-
Total 13F shares
-
1,031,847
-
Share change
-
+52,373
-
Total reported value
-
$149,168,308
-
Price per share
-
$144.57
-
Number of holders
-
54
-
Value change
-
+$7,429,277
-
Number of buys
-
29
-
Number of sells
-
25
Institutional Holders of SPDR SERIES TRUST - SPDR S&P1500VL (VLU) as of Q3 2023
As of 30 Sep 2023,
SPDR SERIES TRUST - SPDR S&P1500VL (VLU) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,031,847 shares.
The largest 10 holders included
LPL Financial LLC, AMERIPRISE FINANCIAL INC, Raymond James Financial Services Advisors, Inc., LWS Wealth Advisors, Inc., MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., EVOKE WEALTH, LLC, Roger Wittlin Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, and GeoWealth Management, LLC.
This page lists
54
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.