Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
535,579
-
Shares change
-
+65,900
-
Total reported value, excl. options
-
$94,140,154
-
Value change
-
+$11,629,869
-
Number of buys
-
15
-
Number of sells
-
-9
-
Price
-
$176.26
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2017
39 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q1 2017.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 535,579 shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (315,258 shares), LPL Financial LLC (49,279 shares), ARS Wealth Advisors, LLC (25,789 shares), MORGAN STANLEY (24,664 shares), GREAT LAKES ADVISORS, LLC (16,308 shares), NorthRock Partners, LLC (15,263 shares), ISTHMUS PARTNERS, LLC (14,352 shares), AMERIPRISE FINANCIAL INC (11,079 shares), Broderick Brian C (9,270 shares), and Raymond James Financial Services Advisors, Inc. (8,952 shares).
This table shows the top 36 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.