Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
364
-
Total 13F shares, excl. options
-
52,324,494
-
Shares change
-
+356,488
-
Total reported value, excl. options
-
$2,578,134,923
-
Value change
-
+$17,691,322
-
Put/Call ratio
-
56%
-
Number of buys
-
149
-
Number of sells
-
-182
-
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 364 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 52,324,494 shares
.
Largest 10 shareholders include LPL Financial LLC (4,717,066 shares), Annex Advisory Services, LLC (2,435,117 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2,187,725 shares), WELLS FARGO & COMPANY/MN (1,372,655 shares), Shepherd Financial Partners LLC (1,343,436 shares), Wealthcare Advisory Partners LLC (1,264,022 shares), Private Advisor Group, LLC (1,258,497 shares), ENVESTNET ASSET MANAGEMENT INC (1,256,927 shares), FIRST QUADRANT L P/CA (1,241,528 shares), and ADVISOR GROUP HOLDINGS, INC. (1,233,743 shares).
This table shows the top 364 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.