Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / PORTFOLI S&P1500
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Number of holders
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42
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Total 13F shares, excl. options
-
629,499
-
Shares change
-
+94,027
-
Total reported value, excl. options
-
$113,819,697
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Value change
-
+$16,984,085
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Number of buys
-
18
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Number of sells
-
-10
-
Price
-
$180.79
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q2 2017
43 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q2 2017.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 629,499 shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (347,566 shares), LPL Financial LLC (55,008 shares), ARS Wealth Advisors, LLC (43,368 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (31,545 shares), MORGAN STANLEY (24,725 shares), AMERIPRISE FINANCIAL INC (24,681 shares), ISTHMUS PARTNERS, LLC (14,074 shares), Broderick Brian C (8,900 shares), GREAT LAKES ADVISORS, LLC (8,665 shares), and Raymond James Financial Services Advisors, Inc. (8,180 shares).
This table shows the top 42 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.