Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
190
-
Total 13F shares, excl. options
-
45,270,785
-
Shares change
-
+7,655,142
-
Total reported value, excl. options
-
$1,405,416,196
-
Value change
-
+$231,057,778
-
Number of buys
-
112
-
Number of sells
-
-64
-
Price
-
$30.91
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2018
212 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q4 2018.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 190 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45,270,785 shares
.
Largest 10 shareholders include Hanson McClain, Inc. (12,789,318 shares), Balentine LLC (3,012,923 shares), Parametric Portfolio Associates LLC (2,782,517 shares), Shepherd Financial Partners LLC (2,210,482 shares), CLS Investments, LLC (1,715,012 shares), Boston Standard Wealth Management, LLC (1,588,387 shares), Annex Advisory Services, LLC (1,559,731 shares), ARS Wealth Advisors, LLC (1,029,863 shares), CX Institutional (1,014,665 shares), and Barber Financial Group, Inc. (1,003,535 shares).
This table shows the top 190 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.