Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Total 13F shares
-
67,745,015
-
Share change
-
+507,959
-
Total reported value
-
$3,420,909,127
-
Put/Call ratio
-
10%
-
Price per share
-
$50.43
-
Number of holders
-
477
-
Value change
-
+$25,849,730
-
Number of buys
-
216
-
Number of sells
-
209
Institutional Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q1 2023
As of 31 Mar 2023,
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) was held by
477 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
67,745,015 shares.
The largest 10 holders included
LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Wealthcare Advisory Partners LLC, Private Advisor Group, LLC, Valmark Advisers, Inc., MORGAN STANLEY, CWM, LLC, Shepherd Financial Partners LLC, ENVESTNET ASSET MANAGEMENT INC, and Rockbridge Investment Management, LCC.
This page lists
477
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| 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.