Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
211
-
Total 13F shares, excl. options
-
47,824,415
-
Shares change
-
+2,186,932
-
Total reported value, excl. options
-
$1,744,683,861
-
Value change
-
+$80,711,488
-
Number of buys
-
135
-
Number of sells
-
-66
-
Price
-
$36.46
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q2 2019
224 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q2 2019.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 211 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 47,824,415 shares
.
Largest 10 shareholders include Hanson McClain, Inc. (14,746,759 shares), Balentine LLC (3,063,903 shares), Parametric Portfolio Associates LLC (2,821,903 shares), Shepherd Financial Partners LLC (2,225,440 shares), Annex Advisory Services, LLC (1,999,089 shares), Boston Standard Wealth Management, LLC (1,715,696 shares), CLS Investments, LLC (1,685,836 shares), ARS Wealth Advisors, LLC (1,166,551 shares), Barber Financial Group, Inc. (1,109,985 shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (892,998 shares).
This table shows the top 211 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.