Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
46
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Total 13F shares, excl. options
-
637,503
-
Shares change
-
-188
-
Total reported value, excl. options
-
$120,531,733
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Value change
-
-$46,236
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Number of buys
-
12
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Number of sells
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-17
-
Price
-
$187.89
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q3 2017
48 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q3 2017.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 46 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 637,503 shares
.
Largest 10 shareholders include Shepherd Financial Partners LLC (342,189 shares), LPL Financial LLC (59,654 shares), ARS Wealth Advisors, LLC (40,190 shares), AMERIPRISE FINANCIAL INC (30,518 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (25,787 shares), MORGAN STANLEY (24,627 shares), ISTHMUS PARTNERS, LLC (14,488 shares), Broderick Brian C (8,800 shares), Raymond James Financial Services Advisors, Inc. (7,787 shares), and Guidant Wealth Advisors (7,660 shares).
This table shows the top 46 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.