Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PORTFOLI S&P1500
-
Number of holders
-
552
-
Total 13F shares, excl. options
-
79,356,954
-
Shares change
-
+4,007,399
-
Total reported value, excl. options
-
$4,637,092,094
-
Value change
-
+$236,385,557
-
Put/Call ratio
-
3.4%
-
Number of buys
-
230
-
Number of sells
-
-233
-
Price
-
$58.45
Significant Holders of SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) as of Q4 2023
583 filings reported holding SPTM - SPDR SERIES TRUST - PORTFOLI S&P1500 as of Q4 2023.
SPDR SERIES TRUST - PORTFOLI S&P1500 (SPTM) has 552 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 79,356,954 shares
.
Largest 10 shareholders include LPL Financial LLC (8,771,892 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4,503,063 shares), Private Advisor Group, LLC (3,000,510 shares), CWM, LLC (2,936,629 shares), Valmark Advisers, Inc. (2,289,558 shares), Wealthcare Advisory Partners LLC (2,084,099 shares), Rockbridge Investment Management, LCC (1,465,522 shares), Shepherd Financial Partners LLC (1,453,754 shares), OSAIC HOLDINGS, INC. (1,325,339 shares), and Syntegra Private Wealth Group, LLC (1,304,419 shares).
This table shows the top 552 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.