Q1 2022 13F Holders as of 3/31/2022
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
457
-
Total 13F shares, excl. options
-
64.6M
-
Shares change
-
+1.21M
-
Total reported value, excl. options
-
$3.58B
-
Value change
-
+$56.6M
-
Put/Call ratio
-
3.11
-
Number of buys
-
206
-
Number of sells
-
-201
-
Price
-
$55.58
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2022
504 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q1 2022.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 457 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 64.6M shares
.
Largest 10 shareholders include LPL Financial LLC (7.4M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.99M shares), Annex Advisory Services, LLC (1.91M shares), Valmark Advisers, Inc. (1.71M shares), Private Advisor Group, LLC (1.7M shares), WELLS FARGO & COMPANY/MN (1.63M shares), ENVESTNET ASSET MANAGEMENT INC (1.61M shares), Barber Financial Group, Inc. (1.49M shares), Wealthcare Advisory Partners LLC (1.49M shares), and Shepherd Financial Partners LLC (1.39M shares).
This table shows the top 457 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.