Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
-
21
-
Total 13F shares, excl. options
-
104,700
-
Shares change
-
-1,750
-
Total reported value, excl. options
-
$15,464,674
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Value change
-
-$261,011
-
Number of buys
-
9
-
Number of sells
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-10
-
Price
-
$147.84
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q3 2014
25 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q3 2014.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 104,700 shares
.
Largest 10 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (27,847 shares), MORGAN STANLEY (27,062 shares), Broderick Brian C (13,000 shares), ROYAL BANK OF CANADA (5,908 shares), LPL Financial LLC (5,138 shares), AMERICAN INTERNATIONAL GROUP INC (4,374 shares), Investors Capital Advisory Services (3,489 shares), FTB Advisors, Inc. (3,355 shares), Commonwealth Equity Services, Inc (2,621 shares), and Exchange Capital Management, Inc. (2,410 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.