Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
165
-
Total 13F shares, excl. options
-
36,160,828
-
Shares change
-
+5,162,347
-
Total reported value, excl. options
-
$1,303,483,906
-
Value change
-
+$187,226,903
-
Number of buys
-
117
-
Number of sells
-
-39
-
Price
-
$36.2
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q3 2018
175 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q3 2018.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 165 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,160,828 shares
.
Largest 10 shareholders include Hanson McClain, Inc. (15,267,160 shares), Shepherd Financial Partners LLC (2,042,302 shares), CLS Investments, LLC (1,728,341 shares), Boston Standard Wealth Management, LLC (1,560,843 shares), Barber Financial Group, Inc. (1,010,271 shares), ARS Wealth Advisors, LLC (967,947 shares), FormulaFolio Investments, LLC (966,144 shares), Annex Advisory Services, LLC (795,179 shares), Raymond James Financial Services Advisors, Inc. (589,803 shares), and BB&T SECURITIES, LLC (564,493 shares).
This table shows the top 165 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.