Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
227
-
Total 13F shares, excl. options
-
50,183,634
-
Shares change
-
+2,310,123
-
Total reported value, excl. options
-
$1,844,242,129
-
Value change
-
+$84,870,399
-
Number of buys
-
143
-
Number of sells
-
-71
-
Price
-
$36.74
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q3 2019
238 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q3 2019.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 227 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50,183,634 shares
.
Largest 10 shareholders include Allworth Financial LP (15,525,403 shares), Balentine LLC (3,008,009 shares), Parametric Portfolio Associates LLC (2,632,816 shares), Annex Advisory Services, LLC (2,128,812 shares), Boston Standard Wealth Management, LLC (1,763,725 shares), CLS Investments, LLC (1,522,773 shares), Shepherd Financial Partners LLC (1,366,264 shares), ARS Wealth Advisors, LLC (1,188,185 shares), Barber Financial Group, Inc. (1,046,817 shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (856,856 shares).
This table shows the top 227 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.