Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
363
-
Total 13F shares, excl. options
-
52.3M
-
Shares change
-
+525K
-
Total reported value, excl. options
-
$2.58B
-
Value change
-
+$26M
-
Put/Call ratio
-
0.56
-
Number of buys
-
149
-
Number of sells
-
-180
-
Price
-
$49.19
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2021
393 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q1 2021.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 363 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 52.3M shares
.
Largest 10 shareholders include LPL Financial LLC (4.72M shares), Annex Advisory Services, LLC (2.44M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.19M shares), WELLS FARGO & COMPANY/MN (1.37M shares), Shepherd Financial Partners LLC (1.34M shares), Wealthcare Advisory Partners LLC (1.26M shares), Private Advisor Group, LLC (1.26M shares), ENVESTNET ASSET MANAGEMENT INC (1.26M shares), FIRST QUADRANT L P/CA (1.24M shares), and ADVISOR GROUP HOLDINGS, INC. (1.23M shares).
This table shows the top 363 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.