Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
497
-
Total 13F shares, excl. options
-
69,915,797
-
Shares change
-
+2,583,498
-
Total reported value, excl. options
-
$3,806,028,422
-
Value change
-
+$141,368,056
-
Put/Call ratio
-
0.39%
-
Number of buys
-
226
-
Number of sells
-
-216
-
Price
-
$54.44
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q2 2023
527 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q2 2023.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 497 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 69,915,797 shares
.
Largest 10 shareholders include LPL Financial LLC (7,067,106 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3,790,499 shares), Private Advisor Group, LLC (2,333,214 shares), Valmark Advisers, Inc. (2,185,833 shares), Wealthcare Advisory Partners LLC (2,140,228 shares), CWM, LLC (1,701,410 shares), Shepherd Financial Partners LLC (1,488,684 shares), Rockbridge Investment Management, LCC (1,415,377 shares), ENVESTNET ASSET MANAGEMENT INC (1,293,114 shares), and OSAIC HOLDINGS, INC. (1,250,002 shares).
This table shows the top 497 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.