Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
459
-
Total 13F shares, excl. options
-
62.4M
-
Shares change
-
+3.6M
-
Total reported value, excl. options
-
$3.63B
-
Value change
-
+$211M
-
Put/Call ratio
-
32.08
-
Number of buys
-
220
-
Number of sells
-
-143
-
Price
-
$58.45
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2021
486 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q4 2021.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 459 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 62.4M shares
.
Largest 10 shareholders include LPL Financial LLC (6.53M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.92M shares), Annex Advisory Services, LLC (1.99M shares), Private Advisor Group, LLC (1.6M shares), ENVESTNET ASSET MANAGEMENT INC (1.56M shares), Wealthcare Advisory Partners LLC (1.52M shares), WELLS FARGO & COMPANY/MN (1.47M shares), Shepherd Financial Partners LLC (1.38M shares), ADVISOR GROUP HOLDINGS, INC. (1.3M shares), and TD AMERITRADE INVESTMENT MANAGEMENT, LLC (1.15M shares).
This table shows the top 459 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.