Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
470,718
-
Shares change
-
-5,497
-
Total reported value, excl. options
-
$79,199,333
-
Value change
-
-$611,013
-
Number of buys
-
10
-
Number of sells
-
-18
-
Price
-
$167.35
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2016
43 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q4 2016.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 470,718 shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (284,719 shares), LPL Financial LLC (42,780 shares), NorthRock Partners, LLC (34,034 shares), MORGAN STANLEY (23,977 shares), ISTHMUS PARTNERS, LLC (14,174 shares), Broderick Brian C (9,270 shares), Guidant Wealth Advisors (8,663 shares), Raymond James Financial Services Advisors, Inc. (8,450 shares), Creative Planning (4,768 shares), and Koshinski Asset Management, Inc. (3,764 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.