Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
293
-
Total 13F shares, excl. options
-
44.8M
-
Shares change
-
+3.77M
-
Total reported value, excl. options
-
$1.7B
-
Value change
-
+$147M
-
Put/Call ratio
-
0.29
-
Number of buys
-
141
-
Number of sells
-
-132
-
Price
-
$37.78
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q2 2020
319 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q2 2020.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 293 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44.8M shares
.
Largest 10 shareholders include LPL Financial LLC (3.17M shares), Annex Advisory Services, LLC (2.56M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (1.97M shares), Boston Standard Wealth Management, LLC (1.82M shares), Shepherd Financial Partners LLC (1.46M shares), Private Advisor Group, LLC (1.32M shares), CLS Investments, LLC (1.32M shares), TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1.21M shares), FormulaFolio Investments, LLC (1.15M shares), and Barber Financial Group, Inc. (1.13M shares).
This table shows the top 293 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.