Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
23
-
Total 13F shares, excl. options
-
109,868
-
Shares change
-
+26,553
-
Total reported value, excl. options
-
$16,244,983
-
Value change
-
+$3,970,060
-
Number of buys
-
15
-
Number of sells
-
-5
-
Price
-
$147.85
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q2 2014
26 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q2 2014.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 109,868 shares
.
Largest 10 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (42,058 shares), MORGAN STANLEY (26,838 shares), FTB Advisors, Inc. (7,555 shares), LPL Financial LLC (5,074 shares), AMERICAN INTERNATIONAL GROUP INC (4,031 shares), OLD DOMINION CAPITAL MANAGEMENT INC (3,955 shares), Exchange Capital Management, Inc. (3,577 shares), Investors Capital Advisory Services (3,489 shares), Commonwealth Equity Services, Inc (2,416 shares), and WELLS FARGO & COMPANY/MN (1,992 shares).
This table shows the top 23 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.