Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
136,567
-
Shares change
-
+27,052
-
Total reported value, excl. options
-
$21,124,515
-
Value change
-
+$4,198,263
-
Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$154.67
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2014
26 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q4 2014.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 136,567 shares
.
Largest 10 shareholders include MORGAN STANLEY (40,328 shares), LPL Financial LLC (30,635 shares), Broderick Brian C (12,653 shares), ROYAL BANK OF CANADA (12,645 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (5,945 shares), AMERICAN INTERNATIONAL GROUP INC (4,474 shares), OLD DOMINION CAPITAL MANAGEMENT INC (4,022 shares), Creative Planning (3,685 shares), WADE G W & INC (3,625 shares), and Investors Capital Advisory Services (3,489 shares).
This table shows the top 24 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.