Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
277
-
Total 13F shares, excl. options
-
39,741,867
-
Shares change
-
-21,360,254
-
Total reported value, excl. options
-
$1,254,865,712
-
Value change
-
-$679,842,639
-
Number of buys
-
137
-
Number of sells
-
-154
-
Price
-
$31.45
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2020
323 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q1 2020.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 277 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39,741,867 shares
.
Largest 10 shareholders include Annex Advisory Services, LLC (2,428,840 shares), Boston Standard Wealth Management, LLC (1,782,426 shares), LPL Financial LLC (1,763,935 shares), Shepherd Financial Partners LLC (1,462,404 shares), CLS Investments, LLC (1,371,457 shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1,231,758 shares), Advisor Group Holdings, Inc. (1,211,809 shares), Allworth Financial LP (1,141,604 shares), Barber Financial Group, Inc. (1,080,181 shares), and FormulaFolio Investments, LLC (1,045,357 shares).
This table shows the top 277 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.